|
51
|
Gimbal Financial
Carmel,
Indiana
|
$13.7M
|
+$12.9M
|
+443,682
|
New
|
|
|
52
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$13.5M
|
-$81.3K
|
-2,798
|
-0.6%
|
|
|
53
|
Carrera Capital Advisors
Troy,
Michigan
|
$13.2M
|
+$111K
|
+3,818
|
+0.9%
|
|
|
54
|
Northeast Planning Associates NH
Bedford,
New Hampshire
|
$13.1M
|
+$152K
|
+5,221
|
+1%
|
|
|
55
|
Marks Wealth
Annapolis,
Maryland
|
$12.7M
|
+$11.9M
|
+410,641
|
New
|
|
|
56
|
Vivaldi Capital Management
Chicago,
Illinois
|
$12.6M
|
-$1.01M
|
-34,589
|
-8%
|
|
|
57
|
NewEdge Advisors
New Orleans,
Louisiana
|
$12.2M
|
+$2.24M
|
+77,206
|
+22%
|
|
|
58
|
Insigneo Advisory Services
Miami,
Florida
|
$12.2M
|
-$76.1K
|
-2,620
|
-0.7%
|
|
|
59
|
Cercano Management
Bellevue,
Washington
|
$12M
|
-$10.4M
|
-356,820
|
-48%
|
|
|
60
|
Oxbow Advisors
Austin,
Texas
|
$11.7M
|
+$1.43M
|
+49,194
|
+15%
|
|
|
61
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$11.7M
|
+$11M
|
+377,350
|
New
|
|
|
62
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.7M
|
+$563K
|
+19,382
|
+5%
|
|
|
63
|
|
$11.5M
|
+$2.08M
|
+71,596
|
+24%
|
|
|
64
|
Truist Financial
Charlotte,
North Carolina
|
$11.4M
|
+$878K
|
+30,228
|
+9%
|
|
|
65
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$10.9M
|
+$10.2M
|
+350,842
|
New
|
|
|
66
|
Revere Asset Management
Dallas,
Texas
|
$10.7M
|
+$10M
|
+345,883
|
New
|
|
|
67
|
Cubist Systematic Strategies
Stamford,
Connecticut
|
$10.7M
|
+$10M
|
+344,140
|
New
|
|
|
68
|
Atria Wealth Solutions
New York
|
$9.65M
|
+$1.25M
|
+42,858
|
+16%
|
|
|
69
|
Chicago Wealth Management
Chicago,
Illinois
|
$9.58M
|
+$8.54M
|
+293,816
|
+1,922%
|
|
|
70
|
Cresset Asset Management
Chicago,
Illinois
|
$9.5M
|
+$461K
|
+15,883
|
+5%
|
|
|
71
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$9.32M
|
+$3.32M
|
+114,102
|
+61%
|
|
|
72
|
Millennium Management
New York
|
$9.27M
|
-$90.9M
|
-3,128,776
|
-91%
|
|
|
73
|
|
$9.15M
|
-$96.2K
|
-3,311
|
-1%
|
|
|
74
|
Maplelane Capital
New York
|
$8.99M
|
+$3.32M
|
+114,160
|
+65%
|
|
|
75
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.88M
|
+$2.81M
|
+96,823
|
+51%
|
|
