|
26
|
AssetMark Inc
Concord,
California
|
$6.14M
|
-$558K
|
-9,927
|
-8%
|
|
|
27
|
BigSur Wealth Management
Miami,
Florida
|
$6.1M
|
+$499K
|
+8,885
|
+9%
|
|
|
28
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$5.87M
|
-$5.93M
|
-105,501
|
-50%
|
|
|
29
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$5.84M
|
-$22.4K
|
-399
|
-0.4%
|
|
|
30
|
CVA Family Office
Denver,
Colorado
|
$5.8M
|
+$64.7K
|
+1,151
|
+1%
|
|
|
31
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$5.67M
|
+$63K
|
+1,122
|
+1%
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.64M
|
-$1.19M
|
-21,189
|
-17%
|
|
|
33
|
Keel Point
Huntsville,
Alabama
|
$5.36M
|
+$3.32M
|
+59,050
|
+162%
|
|
|
34
|
PGIM Custom Harvest
Newark,
New Jersey
|
$5.13M
|
-$278K
|
-4,951
|
-5%
|
|
|
35
|
ABC Arbitrage
Paris,
France
|
$3.85M
|
+$1.99M
|
+35,461
|
+107%
|
|
|
36
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$3.66M
|
+$336K
|
+5,980
|
+10%
|
|
|
37
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$3.53M
|
+$2.33M
|
+41,388
|
+192%
|
|
|
38
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.28M
|
+$1.19M
|
+21,211
|
+57%
|
|
|
39
|
Acima Private Wealth
Richmond,
Virginia
|
$3.09M
|
+$56.9K
|
+1,012
|
+2%
|
|
|
40
|
Birnam Oak Advisors
New York
|
$3.09M
|
–
|
–
|
–
|
|
|
41
|
Choreo LLC
Rockford,
Illinois
|
$2.94M
|
+$72.5K
|
+1,291
|
+3%
|
|
|
42
|
Old National Bancorp
Evansville,
Indiana
|
$2.92M
|
+$2.92M
|
+51,968
|
New
|
|
|
43
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.83M
|
-$8.82K
|
-157
|
-0.3%
|
|
|
44
|
Focus Financial Network
Minneapolis,
Minnesota
|
$2.82M
|
+$443K
|
+7,887
|
+19%
|
|
|
45
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$2.7M
|
+$260K
|
+4,636
|
+11%
|
|
|
46
|
Madison Asset Management
Madison,
Wisconsin
|
$2.41M
|
-$972K
|
-17,304
|
-29%
|
|
|
47
|
3EDGE Asset Management
Naples,
Florida
|
$2.29M
|
+$2.28M
|
+40,488
|
New
|
|
|
48
|
Comerica Bank
Dallas,
Texas
|
$2.18M
|
+$35.7K
|
+635
|
+2%
|
|
|
49
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.13M
|
+$68.5K
|
+1,219
|
+3%
|
|
|
50
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.02M
|
-$514K
|
-9,156
|
-20%
|
|
