|
151
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$90.9M
|
-$1.49M
|
-2,449
|
-2%
|
|
|
152
|
Bouchey Financial Group
Troy,
New York
|
$90.6M
|
-$5.21M
|
-8,581
|
-5%
|
|
|
153
|
Allworth Financial
Folsom,
California
|
$89.6M
|
+$94.3M
|
+155,158
|
New
|
|
|
154
|
CSM Advisors
Warrendale,
Pennsylvania
|
$88.4M
|
-$24M
|
-39,467
|
-20%
|
|
|
155
|
Clearstead Trust
Portland,
Maine
|
$87.7M
|
+$4.39M
|
+7,223
|
+5%
|
|
|
156
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$86.8M
|
+$4.74M
|
+7,808
|
+5%
|
|
|
157
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$86.7M
|
+$2.26M
|
+3,718
|
+3%
|
|
|
158
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$86.6M
|
-$414K
|
-681
|
-0.5%
|
|
|
159
|
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
|
$86.6M
|
-$20.7M
|
-34,000
|
-18%
|
|
|
160
|
Atria Investments
Charlotte,
North Carolina
|
$86.5M
|
-$1.07M
|
-1,763
|
-1%
|
|
|
161
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$86.4M
|
+$76.5M
|
+125,904
|
+531%
|
|
|
162
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$86.1M
|
+$86.1M
|
+141,665
|
+1,888%
|
|
|
163
|
Gotham Asset Management
New York
|
$85.5M
|
+$27M
|
+44,476
|
+43%
|
|
|
164
|
Frank Rimerman Advisors
Palo Alto,
California
|
$85M
|
-$462K
|
-761
|
-0.5%
|
|
|
165
|
SteelPeak Wealth
Woodland Hills,
California
|
$84.3M
|
-$8.82M
|
-14,511
|
-9%
|
|
|
166
|
Belpointe Asset Management
Reno,
Nevada
|
$83.5M
|
+$4.85M
|
+7,989
|
+6%
|
|
|
167
|
Yarbrough Capital
Franklin,
Tennessee
|
$83.4M
|
–
|
–
|
–
|
|
|
168
|
Brown Advisory
Baltimore,
Maryland
|
$83.3M
|
+$1.48M
|
+2,436
|
+2%
|
|
|
169
|
|
$82.4M
|
+$906K
|
+1,491
|
+1%
|
|
|
170
|
Pine Ridge Advisers
New York
|
$82.4M
|
+$52.9K
|
+87
|
+0.1%
|
|
|
171
|
Level Four Advisory Services
Dallas,
Texas
|
$81.9M
|
+$12.8M
|
+21,042
|
+17%
|
|
|
172
|
Concurrent Investment Advisors
Tampa,
Florida
|
$81.6M
|
-$29.3M
|
-48,304
|
-25%
|
|
|
173
|
EP Wealth Advisors
Torrance,
California
|
$81.2M
|
+$6.59M
|
+10,843
|
+8%
|
|
|
174
|
M&T Bank
Buffalo,
New York
|
$80.8M
|
-$2.01M
|
-3,301
|
-2%
|
|
|
175
|
Prospera Financial Services
Dallas,
Texas
|
$80.8M
|
-$8.57M
|
-14,114
|
-9%
|
|
