|
26
|
AssetMark Inc
Concord,
California
|
$6.55M
|
+$6.81M
|
+119,178
|
+78,407%
|
|
|
27
|
Permanens Capital
New York
|
$6.28M
|
+$241K
|
+4,225
|
+4%
|
|
|
28
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$5.74M
|
+$481K
|
+8,425
|
+9%
|
|
|
29
|
CVA Family Office
Denver,
Colorado
|
$5.61M
|
+$135K
|
+2,357
|
+2%
|
|
|
30
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$5.49M
|
–
|
–
|
–
|
|
|
31
|
BigSur Wealth Management
Miami,
Florida
|
$5.47M
|
-$77.1K
|
-1,350
|
-1%
|
|
|
32
|
PGIM Custom Harvest
Newark,
New Jersey
|
$5.29M
|
+$413K
|
+7,226
|
+8%
|
|
|
33
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$4.75M
|
-$4.8M
|
-84,055
|
-49%
|
|
|
34
|
Rock Creek Group
Washington,
District of Columbia
|
$3.44M
|
–
|
–
|
–
|
|
|
35
|
Madison Asset Management
Madison,
Wisconsin
|
$3.31M
|
-$218K
|
-3,813
|
-6%
|
|
|
36
|
Madison Investment Advisors
Madison,
Wisconsin
|
$3.31M
|
+$3.44M
|
+60,232
|
New
|
|
|
37
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$3.25M
|
+$84.9K
|
+1,486
|
+3%
|
|
|
38
|
Birnam Oak Advisors
New York
|
$3.02M
|
+$3.14M
|
+55,000
|
New
|
|
|
39
|
Acima Private Wealth
Richmond,
Virginia
|
$2.97M
|
+$282K
|
+4,943
|
+10%
|
|
|
40
|
Choreo LLC
Rockford,
Illinois
|
$2.81M
|
-$155K
|
-2,708
|
-5%
|
|
|
41
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.78M
|
-$1.38M
|
-24,089
|
-32%
|
|
|
42
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.48M
|
-$16.3M
|
-284,919
|
-86%
|
|
|
43
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$2.38M
|
+$39.7K
|
+696
|
+2%
|
|
|
44
|
Peak Financial Advisors
Denver,
Colorado
|
$2.34M
|
-$2.66M
|
-46,663
|
-52%
|
|
|
45
|
Focus Financial Network
Minneapolis,
Minnesota
|
$2.32M
|
+$136K
|
+2,389
|
+6%
|
|
|
46
|
Comerica Bank
Dallas,
Texas
|
$2.09M
|
-$8.88M
|
-155,470
|
-80%
|
|
|
47
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.04M
|
-$2.06M
|
-36,039
|
-49%
|
|
|
48
|
Corient Private Wealth
Miami,
Florida
|
$2.02M
|
+$128K
|
+2,236
|
+5%
|
|
|
49
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.02M
|
+$2.1M
|
+36,755
|
New
|
|
|
50
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.01M
|
-$24.2K
|
-424
|
-1%
|
|
