|
26
|
Karpus Investment Management
Pittsford,
New York
|
$11.4M
|
+$530K
|
+9,209
|
+5%
|
|
|
27
|
Spinnaker Trust
Portland,
Maine
|
$10.6M
|
+$556K
|
+9,649
|
+6%
|
|
|
28
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$10.1M
|
-$49.4M
|
-858,054
|
-83%
|
|
|
29
|
Principal Securities
Des Moines,
Iowa
|
$8.17M
|
-$9.44M
|
-163,974
|
-54%
|
|
|
30
|
Bessemer Group
Woodbridge,
New Jersey
|
$8.13M
|
+$2.15M
|
+37,381
|
+37%
|
|
|
31
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$8.03M
|
-$562K
|
-9,761
|
-7%
|
|
|
32
|
Permanens Capital
New York
|
$6.53M
|
+$60.6K
|
+1,053
|
+1%
|
|
|
33
|
BigSur Wealth Management
Miami,
Florida
|
$5.99M
|
+$348K
|
+6,050
|
+6%
|
|
|
34
|
UBS Group
Zurich,
Switzerland
|
$5.98M
|
-$67.8K
|
-1,177
|
-1%
|
|
|
35
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$5.93M
|
–
|
–
|
–
|
|
|
36
|
CVA Family Office
Denver,
Colorado
|
$5.91M
|
+$4.14M
|
+71,895
|
+258%
|
|
|
37
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$5.69M
|
+$477K
|
+8,290
|
+9%
|
|
|
38
|
Peak Financial Advisors
Denver,
Colorado
|
$5.29M
|
-$315K
|
-5,479
|
-6%
|
|
|
39
|
PGIM Custom Harvest
Newark,
New Jersey
|
$5.28M
|
-$610K
|
-10,596
|
-11%
|
|
|
40
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.43M
|
-$570K
|
-9,897
|
-12%
|
|
|
41
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.34M
|
-$434K
|
-7,538
|
-9%
|
|
|
42
|
Wells Fargo
San Francisco,
California
|
$4.11M
|
+$139K
|
+2,411
|
+4%
|
|
|
43
|
Madison Asset Management
Madison,
Wisconsin
|
$3.8M
|
-$486K
|
-8,445
|
-12%
|
|
|
44
|
|
$3.57M
|
–
|
–
|
–
|
|
|
45
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$3.42M
|
+$392K
|
+6,802
|
+13%
|
|
|
46
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$3.4M
|
+$67.7K
|
+1,176
|
+2%
|
|
|
47
|
Choreo LLC
Rockford,
Illinois
|
$3.19M
|
+$185K
|
+3,217
|
+6%
|
|
|
48
|
Rock Creek Group
Washington,
District of Columbia
|
$3.08M
|
–
|
–
|
–
|
|
|
49
|
Acima Private Wealth
Richmond,
Virginia
|
$2.91M
|
+$797K
|
+13,834
|
+39%
|
|
|
50
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$2.53M
|
+$2.46M
|
+42,702
|
New
|
|
