|
76
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$46.7M
|
+$5.98M
|
+110,517
|
+16%
|
|
|
77
|
NewEdge Advisors
New Orleans,
Louisiana
|
$46.2M
|
+$14.6M
|
+270,790
|
+53%
|
|
|
78
|
Creative Planning
Overland Park,
Kansas
|
$45M
|
+$291K
|
+5,374
|
+0.7%
|
|
|
79
|
|
$43M
|
-$26.4M
|
-488,103
|
-40%
|
|
|
80
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$42.7M
|
+$1.14M
|
+21,092
|
+3%
|
|
|
81
|
Biltmore Family Office
Charlotte,
North Carolina
|
$42.4M
|
-$273K
|
-5,046
|
-0.7%
|
|
|
82
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$42.1M
|
+$1.38M
|
+25,505
|
+4%
|
|
|
83
|
Intellus Advisors
Naples,
Florida
|
$40.5M
|
-$5.13M
|
-94,763
|
-12%
|
|
|
84
|
Parker Investment Management
Menlo Park,
California
|
$40M
|
+$36.4M
|
+672,535
|
+11,485%
|
|
|
85
|
Narwhal Capital Management
Marietta,
Georgia
|
$40M
|
-$116K
|
-2,141
|
-0.3%
|
|
|
86
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$39.8M
|
+$3.84M
|
+70,944
|
+12%
|
|
|
87
|
Mackay Shields LLC
New York
|
$38.9M
|
-$1.62M
|
-30,000
|
-4%
|
|
|
88
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$38.9M
|
-$5.66M
|
-104,600
|
-14%
|
|
|
89
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$38.7M
|
+$3.07M
|
+56,671
|
+9%
|
|
|
90
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$37.5M
|
+$1.87M
|
+34,632
|
+5%
|
|
|
91
|
Evercore Wealth Management
New York
|
$37.2M
|
-$940K
|
-17,378
|
-3%
|
|
|
92
|
HSBC Holdings
London,
United Kingdom
|
$37.2M
|
-$1.12M
|
-20,745
|
-3%
|
|
|
93
|
AssetMark Inc
Concord,
California
|
$37M
|
+$5.45M
|
+100,790
|
+19%
|
|
|
94
|
IEQ Capital
Foster City,
California
|
$36.7M
|
+$28.9M
|
+533,821
|
+607%
|
|
|
95
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$36M
|
-$396K
|
-7,326
|
-1%
|
|
|
96
|
|
$35.4M
|
+$32.5M
|
+600,000
|
New
|
|
|
97
|
Equitable Holdings
New York
|
$34.8M
|
+$3.37M
|
+62,292
|
+12%
|
|
|
98
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$33.9M
|
-$5.74M
|
-106,165
|
-16%
|
|
|
99
|
|
$33.1M
|
+$12.8M
|
+236,392
|
+73%
|
|
|
100
|
Cambridge Associates
Boston,
Massachusetts
|
$33.1M
|
+$2.13M
|
+39,354
|
+8%
|
|
