|
26
|
Angeles Investment Advisors
Santa Monica,
California
|
$456M
|
+$121M
|
+878,180
|
+37%
|
|
|
27
|
United Capital Financial Advisors
Irving,
Texas
|
$452M
|
-$20.9M
|
-151,721
|
-4%
|
|
|
28
|
Mariner
Overland Park,
Kansas
|
$441M
|
+$32.4M
|
+235,170
|
+8%
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$432M
|
+$6.42M
|
+46,638
|
+2%
|
|
|
30
|
Members Trust
Tampa,
Florida
|
$422M
|
+$2.91M
|
+21,117
|
+0.7%
|
|
|
31
|
SEI Investments
Oaks,
Pennsylvania
|
$411M
|
-$4.02M
|
-29,160
|
-1%
|
|
|
32
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$403M
|
+$11.3M
|
+82,044
|
+3%
|
|
|
33
|
EP Wealth Advisors
Torrance,
California
|
$359M
|
+$8.97M
|
+65,088
|
+3%
|
|
|
34
|
Raymond James & Associates
St Petersburg,
Florida
|
$337M
|
+$31.1M
|
+225,703
|
+10%
|
|
|
35
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$324M
|
+$4.79M
|
+34,754
|
+2%
|
|
|
36
|
SCS Capital Management
Boston,
Massachusetts
|
$283M
|
-$43.7M
|
-316,914
|
-14%
|
|
|
37
|
Chan Zuckerberg Initiative
Redwood City,
California
|
$282M
|
+$277M
|
+2,009,124
|
New
|
|
|
38
|
Permanens Capital
New York
|
$267M
|
-$42.3M
|
-306,989
|
-14%
|
|
|
39
|
HighTower Advisors
Chicago,
Illinois
|
$265M
|
+$49.4M
|
+358,376
|
+23%
|
|
|
40
|
Trustees of Dartmouth College
Hanover,
New Hampshire
|
$243M
|
+$239M
|
+1,732,950
|
New
|
|
|
41
|
Choreo LLC
Rockford,
Illinois
|
$238M
|
+$18.8M
|
+136,560
|
+9%
|
|
|
42
|
AssetMark Inc
Concord,
California
|
$229M
|
+$22.9M
|
+166,247
|
+11%
|
|
|
43
|
|
$223M
|
+$129M
|
+939,794
|
+146%
|
|
|
44
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$215M
|
+$31.5M
|
+228,542
|
+17%
|
|
|
45
|
Mission Wealth Management
Santa Barbara,
California
|
$213M
|
-$2.06M
|
-14,972
|
-1%
|
|
|
46
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$206M
|
+$50.3M
|
+365,477
|
+31%
|
|
|
47
|
MML Investors Services
Springfield,
Massachusetts
|
$204M
|
+$13.6M
|
+98,680
|
+7%
|
|
|
48
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$203M
|
-$60.1M
|
-436,102
|
-23%
|
|
|
49
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$197M
|
-$38.8M
|
-281,821
|
-17%
|
|
|
50
|
Stifel Financial
St. Louis,
Missouri
|
$184M
|
+$18.4M
|
+133,337
|
+11%
|
|
