|
126
|
NewEdge Advisors
New Orleans,
Louisiana
|
$230M
|
+$5.24M
|
+12,441
|
+2%
|
|
|
127
|
MKP Capital Management
New York
|
$228M
|
+$215M
|
+511,000
|
New
|
|
|
128
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$227M
|
-$612K
|
-1,452
|
-0.3%
|
|
|
129
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$227M
|
-$2.29M
|
-5,438
|
-1%
|
|
|
130
|
Freestone Capital Holdings
Seattle,
Washington
|
$225M
|
+$12.7M
|
+30,241
|
+6%
|
|
|
131
|
Kestra Advisory Services
Austin,
Texas
|
$222M
|
-$6.21M
|
-14,732
|
-3%
|
|
|
132
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$212M
|
+$200M
|
+473,400
|
+17,215%
|
|
|
133
|
Klingman & Associates
New York
|
$210M
|
+$3.74M
|
+8,865
|
+2%
|
|
|
134
|
Equitable Holdings
New York
|
$209M
|
+$6.35M
|
+15,070
|
+3%
|
|
|
135
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$207M
|
-$2.67M
|
-6,339
|
-1%
|
|
|
136
|
Rockefeller Capital Management
New York
|
$201M
|
+$24.4M
|
+57,795
|
+15%
|
|
|
137
|
Atria Wealth Solutions
New York
|
$196M
|
+$15.8M
|
+37,409
|
+9%
|
|
|
138
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$195M
|
-$3.49M
|
-8,284
|
-2%
|
|
|
139
|
Journey Strategic Wealth
Summit,
New Jersey
|
$193M
|
+$1.86M
|
+4,415
|
+1%
|
|
|
140
|
Planning Alternatives
Birmingham,
Michigan
|
$193M
|
+$512K
|
+1,214
|
+0.3%
|
|
|
141
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$192M
|
-$399K
|
-947
|
-0.2%
|
|
|
142
|
Avidian Wealth Enterprises
Houston,
Texas
|
$191M
|
-$26.3M
|
-62,523
|
-13%
|
|
|
143
|
Wellington Management Group
Boston,
Massachusetts
|
$191M
|
-$6.07M
|
-14,414
|
-3%
|
|
|
144
|
Korea Investment Corp
Seoul,
South Korea
|
$190M
|
-$24.1M
|
-57,293
|
-12%
|
|
|
145
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$187M
|
-$4.7M
|
-11,154
|
-3%
|
|
|
146
|
Whittier Trust
South Pasadena,
California
|
$184M
|
-$683K
|
-1,621
|
-0.4%
|
|
|
147
|
Ballentine Partners
Waltham,
Massachusetts
|
$182M
|
+$128K
|
+304
|
+0.1%
|
|
|
148
|
Ashford Advisors
Pittsford,
New York
|
$178M
|
+$4.94M
|
+11,721
|
+3%
|
|
|
149
|
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
|
$172M
|
-$19.8M
|
-47,000
|
-11%
|
|
|
150
|
Tarbox Family Office
Newport Beach,
California
|
$172M
|
-$238K
|
-565
|
-0.1%
|
|
