|
101
|
Narwhal Capital Management
Marietta,
Georgia
|
$48.9M
|
+$18.7K
|
+286
|
+0%
|
|
|
102
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$48.6M
|
+$2.62M
|
+40,142
|
+6%
|
|
|
103
|
Life Line Wealth Management
Beverly Hills,
California
|
$46.4M
|
-$398K
|
-6,104
|
-0.9%
|
|
|
104
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$45.9M
|
+$25.8K
|
+396
|
+0.1%
|
|
|
105
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$45.7M
|
-$2.62M
|
-40,231
|
-6%
|
|
|
106
|
Evercore Wealth Management
New York
|
$45.1M
|
-$1.07M
|
-16,460
|
-3%
|
|
|
107
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$44.8M
|
+$1.67M
|
+25,635
|
+4%
|
|
|
108
|
Williams Jones Wealth Management
New York
|
$44M
|
+$13.8M
|
+212,070
|
+54%
|
|
|
109
|
MAI Capital Management
Independence,
Ohio
|
$42.7M
|
+$3.8M
|
+58,323
|
+11%
|
|
|
110
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$42.7M
|
+$2.76M
|
+42,369
|
+8%
|
|
|
111
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$42.5M
|
-$443K
|
-6,790
|
-1%
|
|
|
112
|
Meridian Wealth Advisors
Austin,
Texas
|
$42.3M
|
+$2.32M
|
+35,498
|
+7%
|
|
|
113
|
Merit Financial Group
Alpharetta,
Georgia
|
$42.1M
|
+$14.8M
|
+227,485
|
+65%
|
|
|
114
|
IFP Advisors
Tampa,
Florida
|
$41.3M
|
+$1.07M
|
+16,404
|
+3%
|
|
|
115
|
Kestra Advisory Services
Austin,
Texas
|
$38.7M
|
+$4.54M
|
+69,570
|
+15%
|
|
|
116
|
Cadinha & Co
Honolulu,
Hawaii
|
$38.5M
|
+$393K
|
+6,021
|
+1%
|
|
|
117
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$38.4M
|
+$4.24K
|
+65
|
+0%
|
|
|
118
|
Concurrent Investment Advisors
Tampa,
Florida
|
$38.3M
|
+$28.1M
|
+430,275
|
+447%
|
|
|
119
|
Mackay Shields LLC
New York
|
$38.2M
|
-$1.96M
|
-30,000
|
-5%
|
|
|
120
|
Blue Trust Inc
Alpharetta,
Georgia
|
$37.9M
|
+$1.02M
|
+15,679
|
+3%
|
|
|
121
|
Focus Partners Wealth
Boston,
Massachusetts
|
$36.2M
|
+$2.24M
|
+34,306
|
+7%
|
|
|
122
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$35.6M
|
+$9.28M
|
+142,233
|
+41%
|
|
|
123
|
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
$35.4M
|
–
|
–
|
–
|
|
|
124
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$35M
|
-$64.4K
|
-987
|
-0.2%
|
|
|
125
|
Zhang Financial
Portage,
Michigan
|
$34.6M
|
+$120K
|
+1,832
|
+0.4%
|
|
