|
51
|
Garnet Equity Capital Holdings
New York
|
$6.23M
|
–
|
–
|
–
|
|
|
52
|
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
|
$6.18M
|
–
|
–
|
–
|
|
|
53
|
Citadel Advisors
Miami,
Florida
|
$6.12M
|
+$4.73M
|
+161,401
|
+461%
|
|
|
54
|
Perissos Private Wealth Management
Bethany,
Oklahoma
|
$6.01M
|
+$5.66M
|
+193,053
|
New
|
|
|
55
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.87M
|
-$4.39K
|
-150
|
-0.1%
|
|
|
56
|
Bernzott Capital Advisors
Camarillo,
California
|
$5.66M
|
+$164K
|
+5,585
|
+3%
|
|
|
57
|
Independent Financial Group
San Diego,
California
|
$5.6M
|
-$2.45M
|
-83,467
|
-32%
|
|
|
58
|
Embree Financial Group
Chicago,
Illinois
|
$5.54M
|
+$219K
|
+7,481
|
+4%
|
|
|
59
|
Allspring Global Investments
Charlotte,
North Carolina
|
$5.18M
|
+$660K
|
+22,513
|
+16%
|
|
|
60
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.8M
|
+$3.57M
|
+121,698
|
+374%
|
|
|
61
|
Cliffwater
Marina Del Rey,
California
|
$4.8M
|
-$3.96M
|
-135,134
|
-47%
|
|
|
62
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$4.74M
|
+$4.36M
|
+148,763
|
New
|
|
|
63
|
Pine Valley Investments
Marlton,
New Jersey
|
$4.6M
|
+$358K
|
+12,226
|
+9%
|
|
|
64
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$4.44M
|
+$191K
|
+6,536
|
+5%
|
|
|
65
|
Evergreen Capital Management
Bellevue,
Washington
|
$4.44M
|
-$1.24M
|
-42,410
|
-23%
|
|
|
66
|
Global Retirement Partners
San Rafael,
California
|
$4.34M
|
+$125K
|
+4,264
|
+3%
|
|
|
67
|
Bison Wealth
Atlanta,
Georgia
|
$4.17M
|
-$199K
|
-6,779
|
-5%
|
|
|
68
|
Steward Partners Investment Advisory
New York
|
$4.16M
|
+$702K
|
+23,951
|
+22%
|
|
|
69
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$3.98M
|
+$153K
|
+5,232
|
+4%
|
|
|
70
|
Nicholas Investment Partners
Rancho Santa Fe,
California
|
$3.97M
|
–
|
–
|
–
|
|
|
71
|
Caldwell Trust
Venice,
Florida
|
$3.71M
|
–
|
–
|
–
|
|
|
72
|
BigSur Wealth Management
Miami,
Florida
|
$3.67M
|
+$311K
|
+10,600
|
+10%
|
|
|
73
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.65M
|
-$1.2M
|
-41,100
|
-26%
|
|
|
74
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$3.62M
|
+$3.41M
|
+116,300
|
New
|
|
|
75
|
MGO Private Wealth
Irvine,
California
|
$3.47M
|
-$69.9K
|
-2,386
|
-2%
|
|
