|
26
|
Madison Asset Management
Madison,
Wisconsin
|
$3.45M
|
+$3.33M
|
+88,621
|
New
|
|
|
27
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$3.35M
|
+$3.22M
|
+85,880
|
New
|
|
|
28
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.31M
|
+$119K
|
+3,176
|
+4%
|
|
|
29
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$3.29M
|
+$36.5K
|
+971
|
+1%
|
|
|
30
|
Water Oak Advisors
Winter Park,
Florida
|
$3.29M
|
-$3.81M
|
-101,569
|
-55%
|
|
|
31
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$2.97M
|
-$344K
|
-9,164
|
-11%
|
|
|
32
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.88M
|
-$301K
|
-8,015
|
-10%
|
|
|
33
|
Marotta Asset Management
Charlottesville,
Virginia
|
$2.62M
|
-$1.02M
|
-27,169
|
-29%
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$2.49M
|
+$2.4M
|
+63,876
|
New
|
|
|
35
|
EWG Elevate
Roseville,
California
|
$2.48M
|
+$2.38M
|
+63,521
|
New
|
|
|
36
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$1.86M
|
-$243K
|
-6,485
|
-12%
|
|
|
37
|
|
$1.77M
|
+$1.7M
|
+45,331
|
New
|
|
|
38
|
LPL Financial
San Diego,
California
|
$1.64M
|
-$55.9K
|
-1,490
|
-3%
|
|
|
39
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$1.52M
|
+$1.47M
|
+39,100
|
New
|
|
|
40
|
Rockefeller Capital Management
New York
|
$1.41M
|
+$934K
|
+24,869
|
+222%
|
|
|
41
|
HSBC Holdings
London,
United Kingdom
|
$1.34M
|
-$32.6K
|
-869
|
-2%
|
|
|
42
|
|
$1.26M
|
+$1.21M
|
+32,336
|
New
|
|
|
43
|
|
$1.21M
|
+$83.3K
|
+2,220
|
+8%
|
|
|
44
|
Global Endowment Management
Charlotte,
North Carolina
|
$1.17M
|
–
|
–
|
–
|
|
|
45
|
First Allied Advisory Services
San Diego,
California
|
$1.16M
|
-$57.5K
|
-1,532
|
-5%
|
|
|
46
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.15M
|
-$58.7K
|
-1,564
|
-5%
|
|
|
47
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.14M
|
-$23.1K
|
-615
|
-2%
|
|
|
48
|
Rampart Investment Management
Hartford,
Connecticut
|
$1.12M
|
+$1.08M
|
+28,668
|
New
|
|
|
49
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.03M
|
-$376K
|
-10,010
|
-27%
|
|
|
50
|
Zacks Investment Management
Chicago,
Illinois
|
$1.02M
|
-$1.02M
|
-27,172
|
-51%
|
|
