|
451
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$57M
|
+$2.75M
|
+4,811
|
+6%
|
|
|
452
|
Phoenix Financial
Givatayim,
Israel
|
$56.9M
|
+$40.8M
|
+71,428
|
+347%
|
|
|
453
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$56.8M
|
-$2.76M
|
-4,828
|
-5%
|
|
|
454
|
Meridian Wealth Management
Lexington,
Kentucky
|
$56.8M
|
-$1.71M
|
-2,997
|
-3%
|
|
|
455
|
J. Safra Asset Management
New York
|
$56.7M
|
+$334K
|
+585
|
+0.6%
|
|
|
456
|
Principal Street Partners
Memphis,
Tennessee
|
$56.6M
|
+$26.7M
|
+46,717
|
+100%
|
|
|
457
|
Perigon Wealth Management
San Francisco,
California
|
$56.4M
|
-$5.64M
|
-9,874
|
-10%
|
|
|
458
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$56.3M
|
+$376K
|
+657
|
+0.7%
|
|
|
459
|
Congress Wealth Management
Boston,
Massachusetts
|
$55.9M
|
+$9.36M
|
+16,379
|
+22%
|
|
|
460
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$55.6M
|
+$50.9K
|
+89
|
+0.1%
|
|
|
461
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$55.4M
|
-$2.73M
|
-4,777
|
-5%
|
|
|
462
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$55.4M
|
-$62.4M
|
-109,228
|
-55%
|
|
|
463
|
Granby Capital Management
Miami Beach,
Florida
|
$55.3M
|
–
|
–
|
–
|
|
|
464
|
Barings
Charlotte,
North Carolina
|
$55.2M
|
-$12.7M
|
-22,216
|
-20%
|
|
|
465
|
Global Endowment Management
Charlotte,
North Carolina
|
$55.2M
|
+$8.16M
|
+14,280
|
+19%
|
|
|
466
|
Allie Family Office
Miami,
Florida
|
$55.2M
|
+$4M
|
+7,005
|
+9%
|
|
|
467
|
Choate Investment Advisors
Boston,
Massachusetts
|
$54.7M
|
-$119K
|
-209
|
-0.2%
|
|
|
468
|
Potentia Wealth
San Jose,
California
|
$54.6M
|
+$805K
|
+1,408
|
+2%
|
|
|
469
|
Cumberland Advisors
Sarasota,
Florida
|
$54.6M
|
+$897K
|
+1,570
|
+2%
|
|
|
470
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$54M
|
-$2.94M
|
-5,144
|
-6%
|
|
|
471
|
Belpointe Asset Management
Reno,
Nevada
|
$53.4M
|
-$7.91M
|
-13,838
|
-14%
|
|
|
472
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$53.4M
|
-$971K
|
-1,698
|
-2%
|
|
|
473
|
IFP Advisors
Tampa,
Florida
|
$53.3M
|
+$14.8M
|
+25,854
|
+43%
|
|
|
474
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$52.3M
|
-$179K
|
-314
|
-0.4%
|
|
|
475
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$52.3M
|
+$48.4M
|
+84,630
|
New
|
|
