|
651
|
Fayez Sarofim & Co
Houston,
Texas
|
$12.3M
|
–
|
–
|
–
|
|
|
652
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$12.2M
|
+$1.84M
|
+6,761
|
+19%
|
|
|
653
|
Fairview Capital Investment Management
Greenbrae,
California
|
$12.2M
|
-$53.2K
|
-195
|
-0.5%
|
|
|
654
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$12.2M
|
+$287K
|
+1,052
|
+3%
|
|
|
655
|
Oppenheimer & Co
New York
|
$12.1M
|
+$2.09M
|
+7,655
|
+22%
|
|
|
656
|
Providence First Trust
Scottsdale,
Arizona
|
$12.1M
|
+$3.79M
|
+13,881
|
+48%
|
|
|
657
|
Olistico Wealth
Tulsa,
Oklahoma
|
$12.1M
|
+$512K
|
+1,878
|
+5%
|
|
|
658
|
Wind River Trust Company
Jackson,
Wyoming
|
$12M
|
-$615K
|
-2,254
|
-5%
|
|
|
659
|
Schroder Investment Management Group
London,
United Kingdom
|
$12M
|
+$7.87M
|
+28,840
|
+213%
|
|
|
660
|
Perennial Investment Advisors
Los Angeles,
California
|
$12M
|
-$441K
|
-1,616
|
-4%
|
|
|
661
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$11.9M
|
-$1.42M
|
-5,198
|
-11%
|
|
|
662
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$11.9M
|
-$77.7K
|
-285
|
-0.7%
|
|
|
663
|
BOK Financial
Tulsa,
Oklahoma
|
$11.9M
|
-$612K
|
-2,245
|
-5%
|
|
|
664
|
Liberty Wealth Management
Oakland,
California
|
$11.9M
|
-$28.2M
|
-103,500
|
-71%
|
|
|
665
|
Axxcess Wealth Management
Carlsbad,
California
|
$11.9M
|
+$2.42M
|
+8,857
|
+27%
|
|
|
666
|
Brookstone Capital Management
Wheaton,
Illinois
|
$11.9M
|
+$2M
|
+7,333
|
+21%
|
|
|
667
|
Philip James Wealth Mangement
Milton,
Georgia
|
$11.8M
|
+$226K
|
+828
|
+2%
|
|
|
668
|
CreativeOne Wealth
Overland Park,
Kansas
|
$11.8M
|
+$1.76M
|
+6,436
|
+18%
|
|
|
669
|
HT Partners
Centerbrook,
Connecticut
|
$11.7M
|
-$552K
|
-2,024
|
-5%
|
|
|
670
|
Citizens Financial Group
Providence,
Rhode Island
|
$11.7M
|
+$3.62M
|
+13,260
|
+47%
|
|
|
671
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$11.7M
|
+$1.82M
|
+6,682
|
+19%
|
|
|
672
|
Evermay Wealth Management
Arlington,
Virginia
|
$11.7M
|
-$510K
|
-1,870
|
-4%
|
|
|
673
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$11.6M
|
-$74.2K
|
-272
|
-0.7%
|
|
|
674
|
Savvy Advisors Inc
New York
|
$11.6M
|
+$10.7M
|
+39,157
|
+2,050%
|
|
|
675
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$11.6M
|
-$62.5K
|
-229
|
-0.6%
|
|
