|
101
|
IEQ Capital
Foster City,
California
|
$48M
|
-$6.73M
|
-79,338
|
-11%
|
|
|
102
|
Evercore Wealth Management
New York
|
$47.4M
|
+$622K
|
+7,332
|
+1%
|
|
|
103
|
Park Avenue Securities
New York
|
$45.8M
|
+$1.84M
|
+21,685
|
+4%
|
|
|
104
|
Williams Jones Wealth Management
New York
|
$45.7M
|
-$4.3M
|
-50,641
|
-8%
|
|
|
105
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$45.7M
|
-$32.9K
|
-387
|
-0.1%
|
|
|
106
|
Intellus Advisors
Naples,
Florida
|
$44.5M
|
+$1.12M
|
+13,242
|
+2%
|
|
|
107
|
Kestra Advisory Services
Austin,
Texas
|
$44M
|
-$827K
|
-9,748
|
-2%
|
|
|
108
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$43.5M
|
+$2.37M
|
+27,925
|
+5%
|
|
|
109
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$41.9M
|
+$1.75M
|
+20,630
|
+4%
|
|
|
110
|
IFP Advisors
Tampa,
Florida
|
$41.9M
|
-$995K
|
-11,717
|
-2%
|
|
|
111
|
TIAA-CREF Individual & Institutional Services
New York
|
$40.7M
|
-$5.18M
|
-61,007
|
-10%
|
|
|
112
|
Eurizon Asset Management Hungary
Budapest,
|
$40.3M
|
+$4.33M
|
+51,059
|
+11%
|
|
|
113
|
Steward Partners Investment Advisory
New York
|
$40M
|
-$9.31M
|
-109,627
|
-17%
|
|
|
114
|
William Blair & Company
Chicago,
Illinois
|
$39.6M
|
-$455K
|
-5,365
|
-1%
|
|
|
115
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$39.3M
|
+$5.11M
|
+60,217
|
+13%
|
|
|
116
|
Cadinha & Co
Honolulu,
Hawaii
|
$39M
|
-$424K
|
-4,994
|
-1%
|
|
|
117
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$38.8M
|
-$1.29M
|
-15,168
|
-3%
|
|
|
118
|
Corient Private Wealth
Miami,
Florida
|
$37.8M
|
-$8.78M
|
-103,466
|
-17%
|
|
|
119
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$37.8M
|
+$1.41M
|
+16,651
|
+3%
|
|
|
120
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$37.5M
|
+$9.76M
|
+114,992
|
+30%
|
|
|
121
|
Zhang Financial
Portage,
Michigan
|
$35.3M
|
+$356K
|
+4,199
|
+0.9%
|
|
|
122
|
Blue Trust Inc
Alpharetta,
Georgia
|
$34.8M
|
-$837K
|
-9,866
|
-2%
|
|
|
123
|
Capital Group Private Client Services
Los Angeles,
California
|
$34.7M
|
+$60K
|
+707
|
+0.2%
|
|
|
124
|
Merit Financial Group
Alpharetta,
Georgia
|
$33.8M
|
-$12.5M
|
-147,756
|
-25%
|
|
|
125
|
Checchi Capital Advisers
Beverly Hills,
California
|
$33.6M
|
+$10.8M
|
+127,485
|
+40%
|
|
