|
1226
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$46.3M
|
-$2.86M
|
-10,016
|
-6%
|
|
|
1227
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$46.2M
|
-$1.74M
|
-6,075
|
-4%
|
|
|
1228
|
Purpose Unlimited Inc
Toronto,
|
$46.2M
|
-$1.69M
|
-5,904
|
-4%
|
|
|
1229
|
Evolve Private Wealth
Los Angeles,
California
|
$46.1M
|
-$40.2M
|
-140,411
|
-47%
|
|
|
1230
|
Bank of Hawaii
Honolulu,
Hawaii
|
$46.1M
|
-$1.17M
|
-4,089
|
-3%
|
|
|
1231
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$46.1M
|
-$147K
|
-514
|
-0.3%
|
|
|
1232
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$46.1M
|
+$5.07M
|
+17,734
|
+13%
|
|
|
1233
|
RMR Wealth Builders
Montclair,
New Jersey
|
$45.8M
|
+$1.2M
|
+4,195
|
+3%
|
|
|
1234
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$45.7M
|
-$485K
|
-1,695
|
-1%
|
|
|
1235
|
Miller Wealth Advisors
Ridgeway,
Colorado
|
$45.6M
|
-$505K
|
-1,765
|
-1%
|
|
|
1236
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$45.4M
|
+$1.07M
|
+3,736
|
+2%
|
|
|
1237
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$45.4M
|
+$27.6M
|
+96,459
|
+160%
|
|
|
1238
|
Checchi Capital Advisers
Beverly Hills,
California
|
$45.3M
|
-$381K
|
-1,331
|
-0.8%
|
|
|
1239
|
|
$45.3M
|
-$6.64M
|
-23,217
|
-13%
|
|
|
1240
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$45.3M
|
+$5.1M
|
+17,829
|
+13%
|
|
|
1241
|
Formidable Asset Management
Cincinnati,
Ohio
|
$45.2M
|
-$632K
|
-2,210
|
-1%
|
|
|
1242
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$45.1M
|
+$852K
|
+2,978
|
+2%
|
|
|
1243
|
FAS Wealth Partners
Leawood,
Kansas
|
$45.1M
|
+$612K
|
+2,141
|
+1%
|
|
|
1244
|
Taikang Asset Management (HK)
Hong Kong
|
$45.1M
|
–
|
–
|
–
|
|
|
1245
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$45M
|
+$5.98M
|
+20,923
|
+16%
|
|
|
1246
|
Red Door Wealth Management
Memphis,
Tennessee
|
$44.9M
|
-$1.54M
|
-5,385
|
-3%
|
|
|
1247
|
Oakworth Capital
Birmingham,
Alabama
|
$44.8M
|
-$276K
|
-966
|
-0.6%
|
|
|
1248
|
Lake Street Private Wealth
Chicago,
Illinois
|
$44.8M
|
-$971K
|
-3,396
|
-2%
|
|
|
1249
|
Goelzer Investment Management
Carmel,
Indiana
|
$44.8M
|
-$2.07M
|
-7,254
|
-4%
|
|
|
1250
|
Strategic Wealth Partners
Independence,
Ohio
|
$44.7M
|
+$1.6M
|
+5,603
|
+4%
|
|
