|
26
|
Pathstone Holdings
Englewood,
New Jersey
|
$3.57M
|
+$127K
|
+4,814
|
+4%
|
|
|
27
|
Crossmark Global Holdings
Houston,
Texas
|
$3.52M
|
-$362K
|
-13,657
|
-10%
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.32M
|
-$471K
|
-17,793
|
-14%
|
|
|
29
|
|
$3.13M
|
-$431K
|
-16,277
|
-13%
|
|
|
30
|
Callan Family Office
Radnor,
Pennsylvania
|
$3M
|
+$1.36M
|
+51,282
|
+100%
|
|
|
31
|
Naples Global Advisors
Naples,
Florida
|
$2.73M
|
-$79
|
-3
|
-0%
|
|
|
32
|
BTC Capital Management
Des Moines,
Iowa
|
$2.48M
|
-$644K
|
-24,315
|
-22%
|
|
|
33
|
|
$2.39M
|
+$38K
|
+1,436
|
+2%
|
|
|
34
|
Ritholtz Wealth Management
New York
|
$2.3M
|
+$23.6K
|
+891
|
+1%
|
|
|
35
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$2.14M
|
–
|
–
|
–
|
|
|
36
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$2.13M
|
+$1.57M
|
+59,485
|
+444%
|
|
|
37
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.09M
|
-$594K
|
-22,420
|
-24%
|
|
|
38
|
Mariner
Overland Park,
Kansas
|
$2.05M
|
+$286K
|
+10,791
|
+18%
|
|
|
39
|
Vise Technologies
New York
|
$1.96M
|
+$710K
|
+26,815
|
+67%
|
|
|
40
|
Paradigm Asset Management
New York
|
$1.94M
|
-$458K
|
-17,300
|
-21%
|
|
|
41
|
AlphaCore Capital
La Jolla,
California
|
$1.93M
|
-$305K
|
-11,521
|
-15%
|
|
|
42
|
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
|
$1.91M
|
-$32.9K
|
-1,242
|
-2%
|
|
|
43
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$1.91M
|
–
|
–
|
–
|
|
|
44
|
SimplyRich
Carlsbad,
California
|
$1.85M
|
+$451K
|
+17,040
|
+37%
|
|
|
45
|
&Partners
Nashville,
Tennessee
|
$1.81M
|
+$191K
|
+7,205
|
+13%
|
|
|
46
|
Curi RMB Capital
Chicago,
Illinois
|
$1.81M
|
+$1.64M
|
+61,812
|
New
|
|
|
47
|
US Bancorp
Minneapolis,
Minnesota
|
$1.78M
|
+$93.4K
|
+3,526
|
+6%
|
|
|
48
|
HighTower Advisors
Chicago,
Illinois
|
$1.67M
|
+$82K
|
+3,096
|
+6%
|
|
|
49
|
DGS Capital Management
Jersey City,
New Jersey
|
$1.61M
|
+$34.2K
|
+1,291
|
+2%
|
|
|
50
|
First Trust Advisors
Wheaton,
Illinois
|
$1.61M
|
+$116K
|
+4,374
|
+9%
|
|
