|
51
|
Transcend Capital Advisors
Madison,
New Jersey
|
$13.1M
|
-$230K
|
-19,627
|
-2%
|
|
|
52
|
|
$13.1M
|
+$1.87M
|
+159,494
|
+16%
|
|
|
53
|
CAZ Investments
Houston,
Texas
|
$12.4M
|
–
|
–
|
–
|
|
|
54
|
Trinity Financial Advisors
Columbus,
Ohio
|
$12.1M
|
-$5.13M
|
-436,741
|
-29%
|
|
|
55
|
Stifel Financial
St. Louis,
Missouri
|
$10.4M
|
-$1.23M
|
-105,035
|
-10%
|
|
|
56
|
|
$10M
|
+$6.63M
|
+564,595
|
+165%
|
|
|
57
|
Allen Investment Management
New York
|
$10M
|
–
|
–
|
–
|
|
|
58
|
SONA Asset Management (US)
New York
|
$9.8M
|
+$10.4M
|
+886,000
|
New
|
|
|
59
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.74M
|
+$561K
|
+47,790
|
+6%
|
|
|
60
|
Brown Brothers Harriman & Co
New York
|
$9.42M
|
+$10M
|
+852,000
|
New
|
|
|
61
|
Corient Private Wealth
Miami,
Florida
|
$8.42M
|
-$19.3M
|
-1,642,482
|
-57%
|
|
|
62
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$8.39M
|
+$4M
|
+340,861
|
+82%
|
|
|
63
|
EPIQ Partners
Minneapolis,
Minnesota
|
$7.31M
|
-$15.6K
|
-1,328
|
-0.2%
|
|
|
64
|
State Street
Boston,
Massachusetts
|
$7.1M
|
+$700K
|
+59,601
|
+11%
|
|
|
65
|
IEQ Capital
Foster City,
California
|
$6.8M
|
+$1.88M
|
+159,962
|
+35%
|
|
|
66
|
Enstar Group
Hamilton,
Bermuda
|
$6.66M
|
+$202K
|
+17,207
|
+3%
|
|
|
67
|
|
$6.6M
|
-$8.61M
|
-733,914
|
-55%
|
|
|
68
|
SCS Capital Management
Boston,
Massachusetts
|
$6.52M
|
-$1.04M
|
-88,381
|
-13%
|
|
|
69
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$6.5M
|
+$2.01M
|
+171,374
|
+43%
|
|
|
70
|
Creative Planning
Overland Park,
Kansas
|
$6.46M
|
-$2.79M
|
-237,545
|
-29%
|
|
|
71
|
Certuity
North Palm Beach,
Florida
|
$6.42M
|
-$699K
|
-59,530
|
-9%
|
|
|
72
|
Sentinus LLC
Oak Brook,
Illinois
|
$6.31M
|
-$197K
|
-16,793
|
-3%
|
|
|
73
|
Danske Bank
Copenhagen K,
Denmark
|
$6.31M
|
+$191K
|
+16,306
|
+3%
|
|
|
74
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$6.25M
|
-$110K
|
-9,337
|
-2%
|
|
|
75
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$6.21M
|
-$1.18M
|
-100,315
|
-15%
|
|
