|
26
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$11.6M
|
+$1.32M
|
+23,526
|
+13%
|
|
|
27
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$11.3M
|
-$390K
|
-6,944
|
-3%
|
|
|
28
|
Avidian Wealth Enterprises
Houston,
Texas
|
$10.8M
|
+$282K
|
+5,025
|
+3%
|
|
|
29
|
Ameriprise
Minneapolis,
Minnesota
|
$10.6M
|
+$9.87M
|
+175,643
|
+1,354%
|
|
|
30
|
Karpus Investment Management
Pittsford,
New York
|
$10.4M
|
-$439K
|
-7,815
|
-4%
|
|
|
31
|
Comerica Bank
Dallas,
Texas
|
$10.2M
|
-$952K
|
-16,932
|
-9%
|
|
|
32
|
|
$9.74M
|
+$9.7M
|
+172,634
|
New
|
|
|
33
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.61M
|
+$5.43M
|
+96,596
|
+131%
|
|
|
34
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$9.61M
|
+$5.43M
|
+96,596
|
+131%
|
|
|
35
|
Spinnaker Trust
Portland,
Maine
|
$9.53M
|
+$2.19M
|
+38,928
|
+30%
|
|
|
36
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$9.14M
|
-$212K
|
-3,770
|
-2%
|
|
|
37
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$8.19M
|
+$29.5K
|
+525
|
+0.4%
|
|
|
38
|
Old Mission Capital
Chicago,
Illinois
|
$6.84M
|
+$44.2K
|
+787
|
+0.7%
|
|
|
39
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.7M
|
+$5.45M
|
+97,035
|
+446%
|
|
|
40
|
Permanens Capital
New York
|
$6.16M
|
+$6.13M
|
+109,085
|
New
|
|
|
41
|
UBS Group
Zurich,
Switzerland
|
$5.76M
|
+$251K
|
+4,469
|
+5%
|
|
|
42
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$5.64M
|
–
|
–
|
–
|
|
|
43
|
Bessemer Group
Woodbridge,
New Jersey
|
$5.63M
|
+$5.24M
|
+93,186
|
+1,424%
|
|
|
44
|
PGIM Custom Harvest
Newark,
New Jersey
|
$5.63M
|
+$794K
|
+14,135
|
+17%
|
|
|
45
|
BigSur Wealth Management
Miami,
Florida
|
$5.36M
|
+$585K
|
+10,400
|
+12%
|
|
|
46
|
Peak Financial Advisors
Denver,
Colorado
|
$5.35M
|
-$738K
|
-13,132
|
-12%
|
|
|
47
|
Wellington Management Group
Boston,
Massachusetts
|
$5.27M
|
-$2.26M
|
-40,129
|
-30%
|
|
|
48
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$4.95M
|
+$812K
|
+14,445
|
+20%
|
|
|
49
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$4.8M
|
+$3M
|
+53,438
|
+169%
|
|
|
50
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.78M
|
-$66.2K
|
-1,177
|
-1%
|
|
