|
126
|
Swan Global Investments
Durango,
Colorado
|
$419M
|
+$19.8M
|
+33,550
|
+5%
|
|
|
127
|
Stifel Financial
St. Louis,
Missouri
|
$414M
|
-$2.04M
|
-3,451
|
-0.5%
|
|
|
128
|
Circle Wealth Management
Summit,
New Jersey
|
$413M
|
+$31M
|
+52,438
|
+8%
|
|
|
129
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$395M
|
+$403M
|
+682,947
|
+3,435%
|
|
|
130
|
Parallel Advisors
San Francisco,
California
|
$393M
|
+$10.4M
|
+17,568
|
+3%
|
|
|
131
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$388M
|
-$393M
|
-664,877
|
-49%
|
|
|
132
|
Tidal Investments
Milwaukee,
Wisconsin
|
$383M
|
-$3.36M
|
-5,695
|
-0.8%
|
|
|
133
|
CKW Financial Group
Honolulu,
Hawaii
|
$378M
|
-$1.55M
|
-2,621
|
-0.4%
|
|
|
134
|
Voloridge Investment Management
Jupiter,
Florida
|
$375M
|
+$201M
|
+340,000
|
+104%
|
|
|
135
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$374M
|
+$37.9M
|
+64,160
|
+11%
|
|
|
136
|
Nissay Asset Management
Tokyo,
Japan
|
$365M
|
–
|
–
|
–
|
|
|
137
|
Allspring Global Investments
Charlotte,
North Carolina
|
$365M
|
-$16.8M
|
-28,447
|
-4%
|
|
|
138
|
Focus Partners Wealth
Boston,
Massachusetts
|
$365M
|
+$6.87M
|
+11,631
|
+2%
|
|
|
139
|
Sigma Investment Counselors
Northville,
Michigan
|
$360M
|
-$10.2M
|
-17,320
|
-3%
|
|
|
140
|
Freestone Capital Holdings
Seattle,
Washington
|
$356M
|
+$17.9M
|
+30,362
|
+5%
|
|
|
141
|
Mercer Global Advisors
Denver,
Colorado
|
$355M
|
+$19.9M
|
+33,638
|
+6%
|
|
|
142
|
Evoke Wealth
Los Angeles,
California
|
$354M
|
+$4.32M
|
+7,314
|
+1%
|
|
|
143
|
Kestra Advisory Services
Austin,
Texas
|
$353M
|
-$28.9M
|
-48,974
|
-7%
|
|
|
144
|
Truepoint Inc
Cincinnati,
Ohio
|
$352M
|
+$10.8M
|
+18,206
|
+3%
|
|
|
145
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$352M
|
+$3.42M
|
+5,795
|
+0.9%
|
|
|
146
|
Equitable Holdings
New York
|
$351M
|
+$22.1M
|
+37,476
|
+6%
|
|
|
147
|
Matson Money Inc
Mason,
Ohio
|
$348M
|
–
|
–
|
–
|
|
|
148
|
UMB Bank
Kansas City,
Missouri
|
$344M
|
+$31.5M
|
+53,294
|
+10%
|
|
|
149
|
Main Management Fund Advisors
San Francisco,
California
|
$340M
|
+$357M
|
+604,400
|
New
|
|
|
150
|
Genworth Financial
Glen Allen,
Virginia
|
$338M
|
–
|
–
|
–
|
|
