|
26
|
Karpus Investment Management
Pittsford,
New York
|
$11.2M
|
-$1.35M
|
-24,260
|
-11%
|
|
|
27
|
Avidian Wealth Enterprises
Houston,
Texas
|
$10.9M
|
-$1.66M
|
-29,880
|
-14%
|
|
|
28
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$10.6M
|
+$1.56M
|
+28,103
|
+18%
|
|
|
29
|
TownSquare Capital
Provo,
Utah
|
$9.94M
|
+$9.43M
|
+169,768
|
New
|
|
|
30
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$9.71M
|
-$8.28K
|
-149
|
-0.1%
|
|
|
31
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$8.47M
|
-$44.3K
|
-798
|
-0.5%
|
|
|
32
|
New York State Common Retirement Fund
Albany,
New York
|
$7.81M
|
-$236K
|
-4,244
|
-3%
|
|
|
33
|
Wellington Management Group
Boston,
Massachusetts
|
$7.81M
|
-$236K
|
-4,244
|
-3%
|
|
|
34
|
Leo Wealth LLC
Hurst,
Texas
|
$7.63M
|
+$613K
|
+11,042
|
+9%
|
|
|
35
|
Spinnaker Trust
Portland,
Maine
|
$7.61M
|
+$154K
|
+2,765
|
+2%
|
|
|
36
|
Old Mission Capital
Chicago,
Illinois
|
$7.05M
|
+$6.69M
|
+120,483
|
New
|
|
|
37
|
Peak Financial Advisors
Denver,
Colorado
|
$6.32M
|
+$62K
|
+1,117
|
+1%
|
|
|
38
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.1M
|
-$877K
|
-15,783
|
-13%
|
|
|
39
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.02M
|
+$3.91M
|
+70,342
|
+217%
|
|
|
40
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$5.85M
|
–
|
–
|
–
|
|
|
41
|
UBS Group
Zurich,
Switzerland
|
$5.71M
|
-$951K
|
-17,116
|
-15%
|
|
|
42
|
Madison Asset Management
Madison,
Wisconsin
|
$5.23M
|
-$759K
|
-13,659
|
-13%
|
|
|
43
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.02M
|
+$1.09M
|
+19,601
|
+30%
|
|
|
44
|
PGIM Custom Harvest
Newark,
New Jersey
|
$5.01M
|
-$1.27M
|
-22,875
|
-21%
|
|
|
45
|
BigSur Wealth Management
Miami,
Florida
|
$4.95M
|
+$4.7M
|
+84,605
|
New
|
|
|
46
|
Innealta Capital
Austin,
Texas
|
$4.84M
|
+$4.59M
|
+82,709
|
New
|
|
|
47
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.31M
|
+$4.09M
|
+73,652
|
New
|
|
|
48
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$4.31M
|
+$4.09M
|
+73,652
|
New
|
|
|
49
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$4.29M
|
+$4.07M
|
+73,325
|
New
|
|
|
50
|
Wells Fargo
San Francisco,
California
|
$4.21M
|
-$289K
|
-5,196
|
-7%
|
|
