|
176
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$68.5M
|
+$4.87M
|
+9,576
|
+7%
|
|
|
177
|
Clearstead Trust
Portland,
Maine
|
$68.4M
|
+$2.92M
|
+5,745
|
+4%
|
|
|
178
|
Prospera Financial Services
Dallas,
Texas
|
$68M
|
+$1.18M
|
+2,327
|
+2%
|
|
|
179
|
Atria Investments
Charlotte,
North Carolina
|
$67.5M
|
+$73.1M
|
+143,851
|
New
|
|
|
180
|
M&T Bank
Buffalo,
New York
|
$67.4M
|
+$3.09M
|
+6,076
|
+4%
|
|
|
181
|
Pine Ridge Advisers
New York
|
$66.5M
|
+$221K
|
+435
|
+0.3%
|
|
|
182
|
Focused Wealth Management
Newburgh,
New York
|
$66.3M
|
+$1.94M
|
+3,822
|
+3%
|
|
|
183
|
Rollins Financial Advisors
New York City,
New York
|
$65.8M
|
-$5.59M
|
-10,998
|
-7%
|
|
|
184
|
Yarbrough Capital
Franklin,
Tennessee
|
$65.6M
|
–
|
–
|
–
|
|
|
185
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$65.4M
|
+$10.5M
|
+20,594
|
+15%
|
|
|
186
|
Diversify Advisory Services
Sandy,
Utah
|
$64.7M
|
-$33.9M
|
-66,680
|
-33%
|
|
|
187
|
|
$64.7M
|
+$15.8M
|
+31,105
|
+29%
|
|
|
188
|
Phoenix Financial
Givatayim,
Israel
|
$64.3M
|
+$18.4M
|
+36,201
|
+36%
|
|
|
189
|
Juniper Hill Capital Management
Menlo Park,
California
|
$64M
|
–
|
–
|
–
|
|
|
190
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$63.9M
|
-$1.13M
|
-2,216
|
-2%
|
|
|
191
|
Engineers Gate Manager
New York
|
$63.7M
|
-$75.3M
|
-148,190
|
-52%
|
|
|
192
|
HSBC Holdings
London,
United Kingdom
|
$63.7M
|
-$7.51M
|
-14,780
|
-10%
|
|
|
193
|
Sand Hill Global Advisors
Palo Alto,
California
|
$63.6M
|
+$65.4M
|
+128,702
|
+1,854%
|
|
|
194
|
Silicon Valley Capital Partners
San Jose,
California
|
$63.5M
|
+$369K
|
+727
|
+0.5%
|
|
|
195
|
Wealthspire Advisors (New York)
New York
|
$62M
|
+$480K
|
+944
|
+0.7%
|
|
|
196
|
Level Four Advisory Services
Dallas,
Texas
|
$61.8M
|
-$2.66M
|
-5,228
|
-4%
|
|
|
197
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$61.7M
|
-$69.6M
|
-136,900
|
-51%
|
|
|
198
|
IFP Advisors
Tampa,
Florida
|
$61.1M
|
+$15.4M
|
+30,288
|
+30%
|
|
|
199
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$60.9M
|
+$5.24M
|
+10,323
|
+8%
|
|
|
200
|
Western Wealth Management
Golden,
Colorado
|
$60.8M
|
-$6.27M
|
-12,339
|
-9%
|
|
