|
26
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$8.7M
|
-$400K
|
-5,667
|
-4%
|
|
|
27
|
Rockefeller Capital Management
New York
|
$7.64M
|
-$1.51M
|
-21,376
|
-16%
|
|
|
28
|
Bessemer Group
Woodbridge,
New Jersey
|
$7.59M
|
-$455K
|
-6,445
|
-6%
|
|
|
29
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$7.1M
|
+$7.28M
|
+103,035
|
New
|
|
|
30
|
CVA Family Office
Denver,
Colorado
|
$6.99M
|
+$22.7K
|
+321
|
+0.3%
|
|
|
31
|
BigSur Wealth Management
Miami,
Florida
|
$6.74M
|
-$437K
|
-6,195
|
-6%
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.5M
|
+$201K
|
+2,840
|
+4%
|
|
|
33
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$5.11M
|
+$13.5K
|
+191
|
+0.3%
|
|
|
34
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$4.93M
|
-$3.62M
|
-51,200
|
-42%
|
|
|
35
|
Focus Financial Network
Minneapolis,
Minnesota
|
$4.84M
|
+$377K
|
+5,342
|
+8%
|
|
|
36
|
Equitable Holdings
New York
|
$4.76M
|
+$2.11M
|
+29,843
|
+378%
|
|
|
37
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.71M
|
-$722K
|
-10,227
|
-13%
|
|
|
38
|
Quantinno Capital Management
New York
|
$4.33M
|
+$396K
|
+5,606
|
+10%
|
|
|
39
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.31M
|
+$381K
|
+5,401
|
+9%
|
|
|
40
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.15M
|
-$88.5K
|
-1,254
|
-2%
|
|
|
41
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$4.01M
|
+$358K
|
+5,067
|
+10%
|
|
|
42
|
3EDGE Asset Management
Naples,
Florida
|
$3.99M
|
-$152M
|
-2,159,041
|
-97%
|
|
|
43
|
Raymond James Financial
St Petersburg,
Florida
|
$3.91M
|
+$310K
|
+4,391
|
+8%
|
|
|
44
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$3.86M
|
-$192K
|
-2,717
|
-5%
|
|
|
45
|
William Blair & Company
Chicago,
Illinois
|
$3.86M
|
+$179K
|
+2,538
|
+5%
|
|
|
46
|
Birnam Oak Advisors
New York
|
$3.79M
|
–
|
–
|
–
|
|
|
47
|
Choreo LLC
Rockford,
Illinois
|
$3.69M
|
+$72.2K
|
+1,022
|
+2%
|
|
|
48
|
Old National Bancorp
Evansville,
Indiana
|
$3.58M
|
–
|
–
|
–
|
|
|
49
|
Creative Planning
Overland Park,
Kansas
|
$3.51M
|
+$2.2M
|
+31,170
|
+157%
|
|
|
50
|
Focus Partners Wealth
Boston,
Massachusetts
|
$3.3M
|
+$156K
|
+2,204
|
+5%
|
|
