|
626
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$11.8M
|
-$56.9M
|
-230,184
|
-84%
|
|
|
627
|
Angeles Wealth Management
Santa Monica,
California
|
$11.6M
|
-$208K
|
-840
|
-2%
|
|
|
628
|
Perennial Investment Advisors
Los Angeles,
California
|
$11.6M
|
-$516K
|
-2,086
|
-4%
|
|
|
629
|
Natixis Advisors
Boston,
Massachusetts
|
$11.6M
|
-$17.1M
|
-69,010
|
-61%
|
|
|
630
|
NIA Impact Advisors
Berkeley,
California
|
$11.5M
|
+$11M
|
+44,419
|
New
|
|
|
631
|
BOK Financial
Tulsa,
Oklahoma
|
$11.5M
|
-$148K
|
-598
|
-1%
|
|
|
632
|
Chevy Chase Trust
Bethesda,
Maryland
|
$11.5M
|
+$824K
|
+3,332
|
+8%
|
|
|
633
|
One Capital Management
Westlake Village,
California
|
$11.5M
|
+$854K
|
+3,451
|
+8%
|
|
|
634
|
Prospera Financial Services
Dallas,
Texas
|
$11.5M
|
+$1.02M
|
+4,120
|
+10%
|
|
|
635
|
Carr Financial Group
Worcester,
Massachusetts
|
$11.4M
|
-$448K
|
-1,812
|
-4%
|
|
|
636
|
Leavell Investment Management
Mobile,
Alabama
|
$11.4M
|
+$316K
|
+1,278
|
+3%
|
|
|
637
|
Liberty Wealth Management
Oakland,
California
|
$11.4M
|
+$10.3M
|
+41,505
|
+1,792%
|
|
|
638
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$11.4M
|
–
|
–
|
–
|
|
|
639
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$11.4M
|
-$19.8K
|
-80
|
-0.2%
|
|
|
640
|
Evermay Wealth Management
Arlington,
Virginia
|
$11.4M
|
-$1.09M
|
-4,387
|
-9%
|
|
|
641
|
HT Partners
Centerbrook,
Connecticut
|
$11.3M
|
+$512K
|
+2,068
|
+5%
|
|
|
642
|
Bristlecone Advisors
Bellevue,
Washington
|
$11.3M
|
+$221K
|
+895
|
+2%
|
|
|
643
|
Fairview Capital Investment Management
Greenbrae,
California
|
$11.3M
|
-$1.59M
|
-6,426
|
-13%
|
|
|
644
|
Fayez Sarofim & Co
Houston,
Texas
|
$11.3M
|
–
|
–
|
–
|
|
|
645
|
Integrated Advisors Network
Dallas,
Texas
|
$11.3M
|
+$315K
|
+1,273
|
+3%
|
|
|
646
|
OneAscent Financial Services
Birmingham,
Alabama
|
$11.3M
|
-$375K
|
-1,516
|
-3%
|
|
|
647
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$11.3M
|
-$2.85M
|
-11,529
|
-21%
|
|
|
648
|
Maryland Capital Advisors
Chester,
Maryland
|
$11.2M
|
-$368K
|
-1,488
|
-3%
|
|
|
649
|
AA Financial Advisors
Columbus,
Ohio
|
$11.2M
|
+$56.7K
|
+229
|
+0.5%
|
|
|
650
|
Klingman & Associates
New York
|
$11.2M
|
-$495
|
-2
|
-0%
|
|
