|
476
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.05M
|
-$17.2K
|
-285
|
-0.6%
|
|
|
477
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$3.04M
|
+$1.48M
|
+24,529
|
+95%
|
|
|
478
|
Spinnaker Trust
Portland,
Maine
|
$3.03M
|
-$554K
|
-9,184
|
-15%
|
|
|
479
|
Pembroke Management
Montreal,
Quebec, Canada
|
$2.99M
|
+$17K
|
+282
|
+0.6%
|
|
|
480
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$2.98M
|
-$74.4K
|
-1,233
|
-2%
|
|
|
481
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.97M
|
+$2.97M
|
+49,233
|
New
|
|
|
482
|
Lazard Asset Management
New York
|
$2.93M
|
–
|
–
|
–
|
|
|
483
|
Soltis Investment Advisors
St. George,
Utah
|
$2.93M
|
-$26.1K
|
-432
|
-0.9%
|
|
|
484
|
Summit Financial
Parsippany,
New Jersey
|
$2.93M
|
+$514K
|
+8,529
|
+21%
|
|
|
485
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$2.92M
|
+$113K
|
+1,868
|
+4%
|
|
|
486
|
World Investment Advisors
Santa Barbara,
California
|
$2.91M
|
-$20.4K
|
-338
|
-0.7%
|
|
|
487
|
Liberty Wealth Management
Oakland,
California
|
$2.91M
|
+$520K
|
+8,627
|
+22%
|
|
|
488
|
Clear Investment Research
Alpharetta,
Georgia
|
$2.9M
|
-$67.4K
|
-1,118
|
-2%
|
|
|
489
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$2.9M
|
+$346K
|
+5,740
|
+14%
|
|
|
490
|
Marietta Wealth Management
Marietta,
Georgia
|
$2.9M
|
+$345K
|
+5,715
|
+14%
|
|
|
491
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$2.89M
|
-$5.78M
|
-95,828
|
Closed
|
|
|
492
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$2.89M
|
–
|
–
|
–
|
|
|
493
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$2.88M
|
+$905
|
+15
|
+0%
|
|
|
494
|
RFG Advisory
Birmingham,
Alabama
|
$2.88M
|
+$1.5M
|
+24,842
|
+108%
|
|
|
495
|
Omega Financial Group
Santa Barbara,
California
|
$2.87M
|
+$94.4K
|
+1,565
|
+3%
|
|
|
496
|
Copperleaf Capital
Raleigh,
North Carolina
|
$2.86M
|
-$204K
|
-3,383
|
-7%
|
|
|
497
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$2.84M
|
+$141K
|
+2,338
|
+5%
|
|
|
498
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.83M
|
+$2.13M
|
+35,324
|
+302%
|
|
|
499
|
Investure LLC
Charlottesville,
Virginia
|
$2.81M
|
-$4.76M
|
-78,905
|
-63%
|
|
|
500
|
|
$2.81M
|
-$36.1M
|
-597,948
|
-93%
|
|
