|
26
|
Regatta Capital Group
El Segundo,
California
|
$7.53M
|
+$102K
|
+2,059
|
+1%
|
|
|
27
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$7.04M
|
-$2.71M
|
-54,745
|
-28%
|
|
|
28
|
Mariner
Overland Park,
Kansas
|
$6.75M
|
-$4.74M
|
-95,828
|
-41%
|
|
|
29
|
Fidelity Investments
Boston,
Massachusetts
|
$6.63M
|
+$288K
|
+5,826
|
+5%
|
|
|
30
|
One Capital Management
Westlake Village,
California
|
$6.51M
|
+$3.85K
|
+78
|
+0.1%
|
|
|
31
|
AssetMark Inc
Concord,
California
|
$6.47M
|
+$213K
|
+4,308
|
+3%
|
|
|
32
|
True Blue Financial
Stevensville,
Michigan
|
$6.32M
|
+$6.25M
|
+126,415
|
New
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.26M
|
+$178K
|
+3,611
|
+3%
|
|
|
34
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$6.04M
|
-$53.9K
|
-1,091
|
-0.9%
|
|
|
35
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$5.49M
|
+$52.5K
|
+1,062
|
+1%
|
|
|
36
|
Corient Private Wealth
Miami,
Florida
|
$5.38M
|
-$72K
|
-1,457
|
-1%
|
|
|
37
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.01M
|
-$342K
|
-6,917
|
-6%
|
|
|
38
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$5M
|
–
|
–
|
–
|
|
|
39
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.84M
|
+$79.7K
|
+1,613
|
+2%
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
$4.33M
|
+$507K
|
+10,262
|
+13%
|
|
|
41
|
Vicus Capital
State College,
Pennsylvania
|
$4.29M
|
-$101K
|
-2,047
|
-2%
|
|
|
42
|
Plum Street Advisors
New Orleans,
Louisiana
|
$4.27M
|
+$390K
|
+7,886
|
+10%
|
|
|
43
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$4.18M
|
-$731K
|
-14,802
|
-15%
|
|
|
44
|
|
$4.15M
|
+$3.4M
|
+68,870
|
+489%
|
|
|
45
|
Cresset Asset Management
Chicago,
Illinois
|
$4.15M
|
+$22K
|
+446
|
+0.5%
|
|
|
46
|
Crux Wealth Advisors
Long Beach,
California
|
$4M
|
-$54.3K
|
-1,099
|
-1%
|
|
|
47
|
Evolution Advisers
Richmond,
Virginia
|
$3.78M
|
+$741
|
+15
|
+0%
|
|
|
48
|
CX Institutional
Auburn,
Indiana
|
$3.62M
|
-$78.6K
|
-1,591
|
-2%
|
|
|
49
|
Equitable Holdings
New York
|
$3.58M
|
+$17.2K
|
+348
|
+0.5%
|
|
|
50
|
Private Advisor Group
Morristown,
New Jersey
|
$3.53M
|
+$1.17M
|
+23,766
|
+51%
|
|
