|
51
|
Spinnaker Trust
Portland,
Maine
|
$7.86M
|
-$1.89M
|
-37,939
|
-19%
|
|
|
52
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$7.79M
|
+$814K
|
+16,367
|
+12%
|
|
|
53
|
B, B, H, & B Inc
Birmingham,
Alabama
|
$7.37M
|
-$1.37M
|
-27,567
|
-16%
|
|
|
54
|
AssetMark Inc
Concord,
California
|
$7.15M
|
+$7.18M
|
+144,200
|
New
|
|
|
55
|
White Pine Capital
Bloomington,
Minnesota
|
$6.94M
|
-$169K
|
-3,401
|
-2%
|
|
|
56
|
Navis Wealth Advisors
Rye Brook,
New York
|
$6.64M
|
+$36.3K
|
+729
|
+0.5%
|
|
|
57
|
Steward Partners Investment Advisory
New York
|
$6.58M
|
+$3.72M
|
+74,725
|
+129%
|
|
|
58
|
Belpointe Asset Management
Reno,
Nevada
|
$6.45M
|
-$74.4K
|
-1,495
|
-1%
|
|
|
59
|
Stifel Financial
St. Louis,
Missouri
|
$6.35M
|
-$434K
|
-8,714
|
-6%
|
|
|
60
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$6.32M
|
+$1.05M
|
+21,201
|
+20%
|
|
|
61
|
Truist Financial
Charlotte,
North Carolina
|
$6.21M
|
+$1.5M
|
+30,097
|
+32%
|
|
|
62
|
Oppenheimer & Co
New York
|
$6.19M
|
-$84.9K
|
-1,707
|
-1%
|
|
|
63
|
United Capital Financial Advisors
Irving,
Texas
|
$5.87M
|
-$762K
|
-15,305
|
-11%
|
|
|
64
|
Texas Treasury Safekeeping Trust Company
Austin,
Texas
|
$5.66M
|
–
|
–
|
–
|
|
|
65
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$5.65M
|
-$796
|
-16
|
-0%
|
|
|
66
|
Osborne Partners Capital Management
San Francisco,
California
|
$5.61M
|
-$249K
|
-5,000
|
-4%
|
|
|
67
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$5.58M
|
+$3.17M
|
+63,606
|
+130%
|
|
|
68
|
Values First Advisors
Gray,
Tennessee
|
$5.57M
|
-$365K
|
-7,331
|
-6%
|
|
|
69
|
Cornerstone Management
Duluth,
Georgia
|
$5.51M
|
+$5.54M
|
+111,253
|
New
|
|
|
70
|
Rockefeller Capital Management
New York
|
$5.44M
|
-$1.8M
|
-36,229
|
-25%
|
|
|
71
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$5.34M
|
+$472K
|
+9,481
|
+10%
|
|
|
72
|
HighTower Advisors
Chicago,
Illinois
|
$5.2M
|
-$724K
|
-14,552
|
-12%
|
|
|
73
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$4.99M
|
+$5M
|
+100,555
|
New
|
|
|
74
|
Canal Insurance Company
Greenville,
South Carolina
|
$4.96M
|
–
|
–
|
–
|
|
|
75
|
CNA Financial
Chicago,
Illinois
|
$4.96M
|
–
|
–
|
–
|
|
