|
626
|
WealthShield Partners
Cary,
North Carolina
|
$9.3M
|
-$14M
|
-176,176
|
-61%
|
|
|
627
|
|
$9.27M
|
+$8.92M
|
+111,940
|
New
|
|
|
628
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$9.24M
|
+$441K
|
+5,530
|
+5%
|
|
|
629
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$9.24M
|
+$1.63M
|
+20,449
|
+22%
|
|
|
630
|
Smith, Moore & Co
Clayton,
Missouri
|
$9.23M
|
-$317K
|
-3,981
|
-3%
|
|
|
631
|
Prospera Financial Services
Dallas,
Texas
|
$9.12M
|
+$585K
|
+7,340
|
+7%
|
|
|
632
|
Advisornet Financial
Minnetonka,
Minnesota
|
$8.94M
|
+$143K
|
+1,792
|
+2%
|
|
|
633
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$8.92M
|
-$5.37M
|
-67,345
|
-38%
|
|
|
634
|
Salomon & Ludwin
Richmond,
Virginia
|
$8.92M
|
-$97.8K
|
-1,227
|
-1%
|
|
|
635
|
Resolute Wealth Advisor
Findlay,
Ohio
|
$8.9M
|
–
|
–
|
–
|
|
|
636
|
First National Bank of Omaha
Omaha,
Nebraska
|
$8.87M
|
+$504K
|
+6,318
|
+6%
|
|
|
637
|
LiftPoint Family Wealth Advisors
Far Hills,
New Jersey
|
$8.85M
|
-$1.56M
|
-19,579
|
-15%
|
|
|
638
|
Fidelity International
Hamilton,
Bermuda
|
$8.84M
|
-$1.11M
|
-13,869
|
-12%
|
|
|
639
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$8.77M
|
-$2M
|
-25,037
|
-19%
|
|
|
640
|
Everett Harris & Co
Los Angeles,
California
|
$8.76M
|
-$291K
|
-3,645
|
-3%
|
|
|
641
|
Claro Advisors
Boston,
Massachusetts
|
$8.76M
|
-$192K
|
-2,408
|
-2%
|
|
|
642
|
First Merchants Corp
Muncie,
Indiana
|
$8.75M
|
+$340K
|
+4,261
|
+4%
|
|
|
643
|
Crewe Advisors
Salt Lake City,
Utah
|
$8.73M
|
+$170K
|
+2,133
|
+2%
|
|
|
644
|
GAM Holding
Zurich,
Switzerland
|
$8.64M
|
-$1.14M
|
-14,279
|
-12%
|
|
|
645
|
Sage Advisory Services
Austin,
Texas
|
$8.59M
|
-$197K
|
-2,471
|
-2%
|
|
|
646
|
United Financial Planning Group
Hauppauge,
New York
|
$8.57M
|
+$262K
|
+3,284
|
+3%
|
|
|
647
|
Elmwood Wealth Management
Berkeley,
California
|
$8.56M
|
+$120K
|
+1,502
|
+1%
|
|
|
648
|
First United Bank & Trust
Oakland,
Maryland
|
$8.55M
|
-$656K
|
-8,234
|
-7%
|
|
|
649
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$8.55M
|
-$781K
|
-9,800
|
-9%
|
|
|
650
|
Encompass Wealth Advisors
Portland,
Oregon
|
$8.52M
|
+$334K
|
+4,187
|
+4%
|
|
