|
26
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$25M
|
+$6.97M
|
+41,455
|
+40%
|
|
|
27
|
Rockefeller Capital Management
New York
|
$24.6M
|
+$513K
|
+3,050
|
+2%
|
|
|
28
|
Permanens Capital
New York
|
$21.8M
|
+$17.1M
|
+101,949
|
+426%
|
|
|
29
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$20.5M
|
-$68.9K
|
-410
|
-0.3%
|
|
|
30
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.4M
|
+$7.96M
|
+47,385
|
+68%
|
|
|
31
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$20.1M
|
+$796K
|
+4,734
|
+4%
|
|
|
32
|
|
$19.5M
|
-$84K
|
-500
|
-0.4%
|
|
|
33
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.1M
|
+$3.04M
|
+18,108
|
+20%
|
|
|
34
|
Bank of New York Mellon
New York
|
$17.2M
|
-$1.14M
|
-6,789
|
-6%
|
|
|
35
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$16.8M
|
-$520K
|
-3,094
|
-3%
|
|
|
36
|
Truist Financial
Charlotte,
North Carolina
|
$16M
|
+$304K
|
+1,807
|
+2%
|
|
|
37
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.6M
|
+$4.13M
|
+24,587
|
+41%
|
|
|
38
|
|
$13.5M
|
+$13.1M
|
+77,817
|
New
|
|
|
39
|
Precedent Wealth Partners
Houston,
Texas
|
$13.2M
|
+$973K
|
+5,788
|
+8%
|
|
|
40
|
Hamilton Capital
Columbus,
Ohio
|
$13M
|
+$214K
|
+1,275
|
+2%
|
|
|
41
|
Ocean Park Asset Management
Santa Monica,
California
|
$13M
|
+$1.84M
|
+10,967
|
+17%
|
|
|
42
|
|
$12.9M
|
-$423K
|
-2,516
|
-3%
|
|
|
43
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$12M
|
-$1.28M
|
-7,597
|
-10%
|
|
|
44
|
Bearing Point Capital
Bloomington,
Minnesota
|
$11.6M
|
+$218K
|
+1,295
|
+2%
|
|
|
45
|
Evernest Financial Advisors
Carmel,
Indiana
|
$11.4M
|
+$377K
|
+2,241
|
+4%
|
|
|
46
|
|
$11.1M
|
–
|
–
|
–
|
|
|
47
|
Madrid Financial Services
Manhattan Beach,
California
|
$10.6M
|
+$811K
|
+4,828
|
+9%
|
|
|
48
|
Oppenheimer Asset Management
New York
|
$10.6M
|
+$166K
|
+989
|
+2%
|
|
|
49
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10M
|
-$155K
|
-921
|
-2%
|
|
|
50
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$10M
|
+$1.86M
|
+11,045
|
+24%
|
|
