|
26
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$8.71M
|
+$235K
|
+4,627
|
+3%
|
|
|
27
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$8.04M
|
+$1.38M
|
+27,109
|
+22%
|
|
|
28
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$7.64M
|
+$213K
|
+4,195
|
+3%
|
|
|
29
|
New York State Common Retirement Fund
Albany,
New York
|
$7.23M
|
-$737K
|
-14,500
|
-10%
|
|
|
30
|
Wellington Management Group
Boston,
Massachusetts
|
$7.23M
|
-$737K
|
-14,500
|
-10%
|
|
|
31
|
Spinnaker Trust
Portland,
Maine
|
$6.68M
|
+$6.47M
|
+127,234
|
New
|
|
|
32
|
Leo Wealth LLC
Hurst,
Texas
|
$6.47M
|
+$6.1M
|
+119,943
|
New
|
|
|
33
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.3M
|
-$1.04M
|
-20,536
|
-15%
|
|
|
34
|
UBS Group
Zurich,
Switzerland
|
$6.02M
|
+$1.07M
|
+21,113
|
+23%
|
|
|
35
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$5.96M
|
+$8.59K
|
+169
|
+0.1%
|
|
|
36
|
PGIM Custom Harvest
Newark,
New Jersey
|
$5.7M
|
-$2.08M
|
-41,003
|
-27%
|
|
|
37
|
Peak Financial Advisors
Denver,
Colorado
|
$5.61M
|
+$9.55K
|
+188
|
+0.2%
|
|
|
38
|
Madison Asset Management
Madison,
Wisconsin
|
$5.41M
|
+$85.9K
|
+1,690
|
+2%
|
|
|
39
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$5.25M
|
–
|
–
|
–
|
|
|
40
|
FDx Advisors
Chicago,
Illinois
|
$4.19M
|
-$408K
|
-8,031
|
-9%
|
|
|
41
|
Wells Fargo
San Francisco,
California
|
$4.05M
|
-$230K
|
-4,524
|
-6%
|
|
|
42
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.52M
|
+$75.9K
|
+1,493
|
+2%
|
|
|
43
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.48M
|
+$468K
|
+9,212
|
+16%
|
|
|
44
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$3.33M
|
-$54K
|
-1,062
|
-2%
|
|
|
45
|
Taconic Capital Advisors
New York
|
$2.89M
|
–
|
–
|
–
|
|
|
46
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$2.46M
|
+$51.9K
|
+1,022
|
+2%
|
|
|
47
|
Corient Private Wealth
Miami,
Florida
|
$2.41M
|
-$335K
|
-6,601
|
-13%
|
|
|
48
|
Neuberger Berman Group
New York
|
$2.32M
|
+$1.06M
|
+20,901
|
+90%
|
|
|
49
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$2.28M
|
-$132K
|
-2,601
|
-6%
|
|
|
50
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.1M
|
–
|
–
|
–
|
|
