|
26
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$9.16M
|
+$237K
|
+6,536
|
+3%
|
|
|
27
|
Oxbow Advisors
Austin,
Texas
|
$8.45M
|
+$35.1K
|
+966
|
+0.4%
|
|
|
28
|
Valence8 US
Cambridge,
Massachusetts
|
$7.83M
|
-$275K
|
-7,590
|
-3%
|
|
|
29
|
Trajan Wealth
Scottsdale,
Arizona
|
$7.6M
|
+$91.1K
|
+2,512
|
+1%
|
|
|
30
|
PGIM Custom Harvest
Newark,
New Jersey
|
$6.9M
|
+$105K
|
+2,884
|
+2%
|
|
|
31
|
Prospera Financial Services
Dallas,
Texas
|
$6.67M
|
+$2.89M
|
+79,619
|
+81%
|
|
|
32
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$6.47M
|
+$474K
|
+13,066
|
+8%
|
|
|
33
|
Syon Capital
San Francisco,
California
|
$5.99M
|
-$139K
|
-3,824
|
-2%
|
|
|
34
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$5.88M
|
-$27.2K
|
-750
|
-0.5%
|
|
|
35
|
Creative Planning
Overland Park,
Kansas
|
$5.24M
|
+$125K
|
+3,450
|
+3%
|
|
|
36
|
Private Wealth Advisors (California)
Fresno,
California
|
$4.97M
|
-$251K
|
-6,909
|
-5%
|
|
|
37
|
Sharper & Granite
El Segundo,
California
|
$4.91M
|
+$65K
|
+1,792
|
+1%
|
|
|
38
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.87M
|
+$629K
|
+17,341
|
+15%
|
|
|
39
|
LPL Financial
San Diego,
California
|
$4.85M
|
+$1.29M
|
+35,426
|
+38%
|
|
|
40
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.83M
|
+$4.56M
|
+125,553
|
+4,687%
|
|
|
41
|
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Phoenix,
Arizona
|
$4.78M
|
+$4.64M
|
+127,900
|
New
|
|
|
42
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.47M
|
+$1.97M
|
+54,380
|
+84%
|
|
|
43
|
Fidelity International
Hamilton,
Bermuda
|
$4.42M
|
+$616K
|
+16,982
|
+17%
|
|
|
44
|
Bank of New York Mellon
New York
|
$4.35M
|
+$324K
|
+8,922
|
+8%
|
|
|
45
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$4.33M
|
-$1.45M
|
-39,960
|
-26%
|
|
|
46
|
Barclays
London,
United Kingdom
|
$4.29M
|
-$6.39M
|
-176,199
|
-61%
|
|
|
47
|
Rockefeller Capital Management
New York
|
$4.09M
|
+$72.4K
|
+1,996
|
+2%
|
|
|
48
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$3.95M
|
+$331K
|
+9,135
|
+9%
|
|
|
49
|
Global Endowment Management
Charlotte,
North Carolina
|
$3.74M
|
–
|
–
|
–
|
|
|
50
|
Logan Stone Capital
Chicago,
Illinois
|
$3.46M
|
+$3.35M
|
+92,415
|
New
|
|
