|
101
|
Narwhal Capital Management
Marietta,
Georgia
|
$54.6M
|
+$45.5K
|
+582
|
+0.1%
|
|
|
102
|
Biltmore Family Office
Charlotte,
North Carolina
|
$53.8M
|
-$3.94M
|
-50,358
|
-7%
|
|
|
103
|
Parker Investment Management
Menlo Park,
California
|
$52.9M
|
-$3.6M
|
-46,037
|
-7%
|
|
|
104
|
Merit Financial Group
Alpharetta,
Georgia
|
$52.7M
|
+$5.54M
|
+70,793
|
+12%
|
|
|
105
|
HSBC Holdings
London,
United Kingdom
|
$52.5M
|
+$17.1M
|
+218,339
|
+51%
|
|
|
106
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$51.6M
|
+$428K
|
+5,477
|
+0.9%
|
|
|
107
|
Williams Jones Wealth Management
New York
|
$51.4M
|
+$2.28M
|
+29,147
|
+5%
|
|
|
108
|
Evercore Wealth Management
New York
|
$50.8M
|
+$487K
|
+6,224
|
+1%
|
|
|
109
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$48.8M
|
+$1.11M
|
+14,156
|
+2%
|
|
|
110
|
Intellus Advisors
Naples,
Florida
|
$47.6M
|
-$6.75M
|
-86,368
|
-13%
|
|
|
111
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$47M
|
-$2.81M
|
-35,960
|
-6%
|
|
|
112
|
IFP Advisors
Tampa,
Florida
|
$46.5M
|
+$422K
|
+5,393
|
+1%
|
|
|
113
|
Meridian Wealth Advisors
Austin,
Texas
|
$46.3M
|
-$792K
|
-10,126
|
-2%
|
|
|
114
|
Kestra Advisory Services
Austin,
Texas
|
$45.6M
|
+$2.39M
|
+30,585
|
+6%
|
|
|
115
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$45.5M
|
-$1.82M
|
-23,219
|
-4%
|
|
|
116
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$43.3M
|
+$455K
|
+5,819
|
+1%
|
|
|
117
|
Cadinha & Co
Honolulu,
Hawaii
|
$42.8M
|
-$157K
|
-2,005
|
-0.4%
|
|
|
118
|
Blue Trust Inc
Alpharetta,
Georgia
|
$42.3M
|
-$18.1K
|
-231
|
-0%
|
|
|
119
|
Comerica Bank
Dallas,
Texas
|
$42M
|
+$14.6M
|
+187,176
|
+57%
|
|
|
120
|
Cercano Management
Bellevue,
Washington
|
$40.4M
|
+$34.2M
|
+437,653
|
+731%
|
|
|
121
|
|
$40M
|
+$38.6M
|
+493,217
|
New
|
|
|
122
|
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
$39.5M
|
–
|
–
|
–
|
|
|
123
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$39.1M
|
+$834K
|
+10,659
|
+2%
|
|
|
124
|
Mackay Shields LLC
New York
|
$38.6M
|
-$3.91M
|
-50,000
|
-10%
|
|
|
125
|
Zhang Financial
Portage,
Michigan
|
$38.4M
|
-$170K
|
-2,175
|
-0.5%
|
|
