|
1
|
|
$10.2B
|
+$2.1B
|
+37,325,835
|
+25%
|
|
|
2
|
Old Mission Capital
Chicago,
Illinois
|
$27.2M
|
+$27.8M
|
+492,828
|
+13,693%
|
|
|
3
|
|
$23.1M
|
+$23.7M
|
+420,817
|
New
|
|
|
4
|
|
$15.3M
|
-$6.38M
|
-113,172
|
-29%
|
|
|
5
|
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
$14.8M
|
+$14.9M
|
+264,880
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.4M
|
+$3.27M
|
+58,106
|
+31%
|
|
|
7
|
Naviter Wealth
Little Rock,
Arkansas
|
$12.2M
|
+$4.24M
|
+75,258
|
+51%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$10.5M
|
-$2.81M
|
-49,886
|
-21%
|
|
|
9
|
Flow Traders U.S.
New York
|
$10.4M
|
+$8.52M
|
+151,243
|
+394%
|
|
|
10
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$6.39M
|
+$6.57M
|
+116,524
|
New
|
|
|
11
|
Prudential Financial
Newark,
New Jersey
|
$5.69M
|
-$480K
|
-8,518
|
-8%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$5.6M
|
-$2.33M
|
-41,325
|
-29%
|
|
|
13
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$4.91M
|
+$1.32M
|
+23,403
|
+35%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.74M
|
+$4.86M
|
+86,322
|
New
|
|
|
15
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$4.03M
|
+$2.19M
|
+38,822
|
+112%
|
|
|
16
|
Cresset Asset Management
Chicago,
Illinois
|
$3.68M
|
-$2.68M
|
-47,519
|
-41%
|
|
|
17
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$3.53M
|
-$26.2K
|
-465
|
-0.7%
|
|
|
18
|
Wealthspire Advisors (New York)
New York
|
$2.72M
|
–
|
–
|
–
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.54M
|
+$19.5K
|
+346
|
+0.8%
|
|
|
20
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$2.33M
|
+$2.19M
|
+38,818
|
+1,071%
|
|
|
21
|
HB Wealth Management
Atlanta,
Georgia
|
$1.3M
|
+$3.89K
|
+69
|
+0.3%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$1.25M
|
-$334K
|
-5,919
|
-21%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$1.07M
|
-$24K
|
-426
|
-2%
|
|
|
24
|
Icon Wealth Partners
Houston,
Texas
|
$1.02M
|
+$283K
|
+5,015
|
+37%
|
|
|
25
|
Sentinel Trust
Houston,
Texas
|
$935K
|
–
|
–
|
–
|
|
