|
101
|
Swan Global Investments
Durango,
Colorado
|
$12.1M
|
-$1.26M
|
-36,746
|
-9%
|
|
|
102
|
Rockport Wealth
Fairview Park,
Ohio
|
$12M
|
+$11.6M
|
+336,332
|
+1,958%
|
|
|
103
|
Hilton Capital Management
Garden City,
New York
|
$12M
|
+$431K
|
+12,550
|
+4%
|
|
|
104
|
Vaughan David Investments
Peoria,
Illinois
|
$11.9M
|
-$112K
|
-3,248
|
-0.9%
|
|
|
105
|
Corient Private Wealth
Miami,
Florida
|
$11.5M
|
-$3.09M
|
-89,958
|
-21%
|
|
|
106
|
Trust Asset Management
Houston,
Texas
|
$11.5M
|
–
|
–
|
–
|
|
|
107
|
Westwood Holdings Group
Dallas,
Texas
|
$11.4M
|
+$11.5M
|
+335,556
|
New
|
|
|
108
|
Biltmore Wealth Management
Tempe,
Arizona
|
$11.1M
|
+$313K
|
+9,110
|
+3%
|
|
|
109
|
Nissay Asset Management
Tokyo,
Japan
|
$10.9M
|
+$11M
|
+321,230
|
New
|
|
|
110
|
Brevan Howard Capital Management
St. Helier,
Jersey
|
$10.8M
|
+$10.9M
|
+317,992
|
New
|
|
|
111
|
Concurrent Investment Advisors
Tampa,
Florida
|
$10.8M
|
+$6.04M
|
+175,730
|
+126%
|
|
|
112
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$10.4M
|
-$478K
|
-13,906
|
-4%
|
|
|
113
|
Atria Wealth Solutions
New York
|
$10.4M
|
-$404K
|
-11,764
|
-4%
|
|
|
114
|
AGF Management
Toronto,
Ontario, Canada
|
$10.3M
|
-$286K
|
-8,334
|
-3%
|
|
|
115
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$10.2M
|
+$431K
|
+12,562
|
+4%
|
|
|
116
|
Kestra Advisory Services
Austin,
Texas
|
$9.98M
|
+$2.73M
|
+79,496
|
+37%
|
|
|
117
|
Advisory Alpha
Holland,
Michigan
|
$9.88M
|
+$272K
|
+7,926
|
+3%
|
|
|
118
|
German American Bancorp
Jasper,
Indiana
|
$9.74M
|
+$209K
|
+6,084
|
+2%
|
|
|
119
|
Estate Counselors
Thiensville,
Wisconsin
|
$9.69M
|
-$7.9K
|
-230
|
-0.1%
|
|
|
120
|
Focus Partners Wealth
Boston,
Massachusetts
|
$9.43M
|
+$6.74M
|
+196,110
|
+243%
|
|
|
121
|
Equitable Holdings
New York
|
$9.22M
|
+$3.88M
|
+113,112
|
+72%
|
|
|
122
|
Prudent Investors Network
Lake Forest,
California
|
$9.12M
|
+$257K
|
+7,472
|
+3%
|
|
|
123
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$9.03M
|
+$9.1M
|
+265,070
|
New
|
|
|
124
|
Davidson Kempner Capital Management
New York
|
$8.95M
|
+$9.03M
|
+262,800
|
New
|
|
|
125
|
Rockefeller Capital Management
New York
|
$8.92M
|
-$2.62M
|
-76,234
|
-23%
|
|
