|
51
|
Corient Private Wealth
Miami,
Florida
|
$76.5M
|
-$26.8M
|
-388,739
|
-26%
|
|
|
52
|
HB Wealth Management
Atlanta,
Georgia
|
$74.1M
|
+$6.58M
|
+95,313
|
+10%
|
|
|
53
|
Osaic Holdings
Scottsdale,
Arizona
|
$73.5M
|
+$9.8M
|
+141,968
|
+16%
|
|
|
54
|
J. Safra Asset Management
New York
|
$72.2M
|
+$69.8M
|
+1,011,916
|
New
|
|
|
55
|
Pinnacle Associates
New York
|
$70.9M
|
+$3.04M
|
+43,999
|
+5%
|
|
|
56
|
Wealthcare Capital Management
Richmond,
Virginia
|
$70.3M
|
+$40.9K
|
+593
|
+0.1%
|
|
|
57
|
Wharton Business Group
Malvern,
Pennsylvania
|
$69.5M
|
+$5.58M
|
+80,886
|
+9%
|
|
|
58
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$69.4M
|
+$2.24M
|
+32,459
|
+3%
|
|
|
59
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$68.7M
|
-$374K
|
-5,426
|
-0.6%
|
|
|
60
|
MML Investors Services
Springfield,
Massachusetts
|
$63.7M
|
-$701K
|
-10,161
|
-1%
|
|
|
61
|
Efficient Advisors
Mason,
Ohio
|
$63.6M
|
+$2.05M
|
+29,637
|
+3%
|
|
|
62
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$60.4M
|
-$1.42M
|
-20,520
|
-2%
|
|
|
63
|
Harding Loevner
Bridgewater,
New Jersey
|
$60M
|
+$13.2M
|
+191,560
|
+30%
|
|
|
64
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$59.4M
|
-$5.77M
|
-83,549
|
-9%
|
|
|
65
|
Ameriprise
Minneapolis,
Minnesota
|
$58.5M
|
+$6.19M
|
+89,692
|
+12%
|
|
|
66
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$57.7M
|
+$5.65M
|
+81,876
|
+11%
|
|
|
67
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$56.4M
|
+$2.41M
|
+34,992
|
+5%
|
|
|
68
|
Waverly Advisors
Birmingham,
Alabama
|
$55.6M
|
+$1.18M
|
+17,046
|
+2%
|
|
|
69
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$55.6M
|
+$3.91M
|
+56,601
|
+8%
|
|
|
70
|
Flower City Capital
Pittsford,
New York
|
$54.9M
|
+$1.35M
|
+19,494
|
+3%
|
|
|
71
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$54.9M
|
+$622K
|
+9,011
|
+1%
|
|
|
72
|
St Louis Trust
Saint Louis,
Missouri
|
$53.7M
|
+$10.6K
|
+153
|
+0%
|
|
|
73
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$53.3M
|
+$4.53M
|
+65,621
|
+10%
|
|
|
74
|
Karpus Investment Management
Pittsford,
New York
|
$53M
|
+$7.08M
|
+102,639
|
+16%
|
|
|
75
|
Mather Group
Chicago,
Illinois
|
$52.6M
|
+$7.9M
|
+114,408
|
+18%
|
|
