|
26
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$18.8M
|
–
|
–
|
–
|
|
|
27
|
|
$17.9M
|
+$1.37M
|
+26,100
|
+8%
|
|
|
28
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$17.7M
|
+$145K
|
+2,748
|
+0.8%
|
|
|
29
|
Bank of New York Mellon
New York
|
$16.8M
|
+$1.03M
|
+19,506
|
+7%
|
|
|
30
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$16.3M
|
+$171K
|
+3,246
|
+1%
|
|
|
31
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$15.9M
|
-$2.76M
|
-52,482
|
-15%
|
|
|
32
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$14.6M
|
+$74.2K
|
+1,410
|
+0.5%
|
|
|
33
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.6M
|
+$7.95M
|
+151,107
|
+120%
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$14.3M
|
+$9.67M
|
+183,762
|
+210%
|
|
|
35
|
|
$12.2M
|
-$128K
|
-2,439
|
-1%
|
|
|
36
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$12.2M
|
-$351K
|
-6,681
|
-3%
|
|
|
37
|
Hamilton Capital
Columbus,
Ohio
|
$11.7M
|
-$1.71M
|
-32,493
|
-13%
|
|
|
38
|
Precedent Wealth Partners
Houston,
Texas
|
$11.1M
|
+$2.07M
|
+39,405
|
+23%
|
|
|
39
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.1M
|
-$4.13M
|
-78,495
|
-27%
|
|
|
40
|
Bearing Point Capital
Bloomington,
Minnesota
|
$10.4M
|
+$1.12M
|
+21,297
|
+12%
|
|
|
41
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$10.4M
|
+$3.58M
|
+68,055
|
+53%
|
|
|
42
|
Evernest Financial Advisors
Carmel,
Indiana
|
$10.2M
|
+$564K
|
+10,722
|
+6%
|
|
|
43
|
|
$10.1M
|
+$25.3K
|
+480
|
+0.3%
|
|
|
44
|
Ocean Park Asset Management
Santa Monica,
California
|
$10.1M
|
–
|
–
|
–
|
|
|
45
|
Oppenheimer Asset Management
New York
|
$9.51M
|
+$46.9K
|
+891
|
+0.5%
|
|
|
46
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.42M
|
+$616K
|
+11,703
|
+7%
|
|
|
47
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.32M
|
+$780K
|
+14,820
|
+9%
|
|
|
48
|
Madrid Financial Services
Manhattan Beach,
California
|
$8.93M
|
-$19.9K
|
-378
|
-0.2%
|
|
|
49
|
Anfield Capital Management
Irvine,
California
|
$8.86M
|
+$728K
|
+13,830
|
+9%
|
|
|
50
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$7.38M
|
–
|
–
|
–
|
|
