|
651
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$29.1M
|
+$704K
|
+1,125
|
+2%
|
|
|
652
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$28.8M
|
+$3.08M
|
+4,931
|
+11%
|
|
|
653
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$28.5M
|
-$410K
|
-655
|
-1%
|
|
|
654
|
Operose Advisors
Milwaukee,
Wisconsin
|
$28.4M
|
-$2.58M
|
-4,126
|
-8%
|
|
|
655
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$28.3M
|
+$216K
|
+345
|
+0.7%
|
|
|
656
|
Romano Brothers & Co
Evanston,
Illinois
|
$28.3M
|
+$503K
|
+805
|
+2%
|
|
|
657
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$28.3M
|
+$15.6M
|
+24,984
|
+112%
|
|
|
658
|
WhitTier Trust Company
Reno,
Nevada
|
$28.3M
|
-$12.5K
|
-20
|
-0%
|
|
|
659
|
Powerhouse Assets
Lincoln,
Massachusetts
|
$28.2M
|
+$21.9K
|
+35
|
+0.1%
|
|
|
660
|
Oakworth Capital
Birmingham,
Alabama
|
$28.2M
|
+$358K
|
+572
|
+1%
|
|
|
661
|
Base Wealth Management
Lakewood Ranch,
Florida
|
$28.1M
|
-$2.18M
|
-3,487
|
-7%
|
|
|
662
|
Autumn Glory Partners
Dallas,
Texas
|
$28.1M
|
+$8.24M
|
+13,182
|
+39%
|
|
|
663
|
XY Planning Network
Bozeman,
Montana
|
$28M
|
+$3.82M
|
+6,112
|
+15%
|
|
|
664
|
High Net Worth Advisory Group
Naples,
Florida
|
$28M
|
+$445K
|
+711
|
+2%
|
|
|
665
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$28M
|
+$126K
|
+202
|
+0.4%
|
|
|
666
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$28M
|
-$712K
|
-1,138
|
-2%
|
|
|
667
|
LTS Liquid Investments
Nassau,
|
$27.9M
|
+$394K
|
+630
|
+1%
|
|
|
668
|
Conquis Financial
Milbrae,
California
|
$27.9M
|
-$1.37M
|
-2,184
|
-5%
|
|
|
669
|
EnRich Financial Partners
Madison,
Wisconsin
|
$27.9M
|
+$572K
|
+915
|
+2%
|
|
|
670
|
FourThought Financial Partners
Venice,
Florida
|
$27.6M
|
+$3.54M
|
+5,668
|
+14%
|
|
|
671
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$27.3M
|
+$491K
|
+785
|
+2%
|
|
|
672
|
Choate Investment Advisors
Boston,
Massachusetts
|
$27.2M
|
+$354K
|
+566
|
+1%
|
|
|
673
|
Hikari Tsushin Inc
Tokyo,
Japan
|
$27.1M
|
-$7.72M
|
-12,340
|
-21%
|
|
|
674
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$27.1M
|
–
|
–
|
–
|
|
|
675
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$27M
|
-$2.37M
|
-3,788
|
-8%
|
|
