|
51
|
Axxcess Wealth Management
Carlsbad,
California
|
$51.7M
|
+$7.44M
|
+158,897
|
+18%
|
|
|
52
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$51.4M
|
-$753K
|
-16,086
|
-2%
|
|
|
53
|
Corient Private Wealth
Miami,
Florida
|
$50.9M
|
+$356K
|
+7,609
|
+0.7%
|
|
|
54
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$50.7M
|
+$1.82M
|
+38,863
|
+4%
|
|
|
55
|
|
$50.2M
|
+$1.58M
|
+33,848
|
+3%
|
|
|
56
|
Mercer Global Advisors
Denver,
Colorado
|
$48.8M
|
-$1.02M
|
-21,843
|
-2%
|
|
|
57
|
Oxbow Advisors
Austin,
Texas
|
$48.2M
|
+$248K
|
+5,300
|
+0.5%
|
|
|
58
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$47.2M
|
+$1.15M
|
+24,557
|
+3%
|
|
|
59
|
Mackay Shields LLC
New York
|
$46.2M
|
–
|
–
|
–
|
|
|
60
|
Permanens Capital
New York
|
$42.5M
|
+$12.3M
|
+262,158
|
+44%
|
|
|
61
|
|
$40.7M
|
+$589K
|
+12,592
|
+2%
|
|
|
62
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$40.3M
|
+$9.28M
|
+198,341
|
+34%
|
|
|
63
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$39.9M
|
+$7.96M
|
+169,960
|
+27%
|
|
|
64
|
GenWealth Group
Maplewood,
New Jersey
|
$39.8M
|
-$757K
|
-16,173
|
-2%
|
|
|
65
|
Creative Planning
Overland Park,
Kansas
|
$39.6M
|
-$46K
|
-983
|
-0.1%
|
|
|
66
|
Circle Wealth Management
Summit,
New Jersey
|
$39.4M
|
–
|
–
|
–
|
|
|
67
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$39.1M
|
+$3.4M
|
+72,661
|
+10%
|
|
|
68
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$37.5M
|
+$7.95M
|
+169,875
|
+29%
|
|
|
69
|
Biltmore Family Office
Charlotte,
North Carolina
|
$36.2M
|
+$230K
|
+4,914
|
+0.7%
|
|
|
70
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$36.1M
|
+$4.33M
|
+92,479
|
+15%
|
|
|
71
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$35.1M
|
-$258M
|
-5,501,594
|
-89%
|
|
|
72
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$35M
|
+$45.1K
|
+964
|
+0.1%
|
|
|
73
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$35M
|
+$5.01M
|
+106,997
|
+18%
|
|
|
74
|
Narwhal Capital Management
Marietta,
Georgia
|
$33.9M
|
-$42.8K
|
-914
|
-0.1%
|
|
|
75
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$33.7M
|
+$102K
|
+2,172
|
+0.3%
|
|
