|
676
|
CreativeOne Wealth
Overland Park,
Kansas
|
$12.9M
|
+$835K
|
+2,863
|
+7%
|
|
|
677
|
Leavell Investment Management
Mobile,
Alabama
|
$12.9M
|
-$122K
|
-417
|
-0.9%
|
|
|
678
|
Webster Bank
Waterbury,
Connecticut
|
$12.9M
|
-$270K
|
-925
|
-2%
|
|
|
679
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$12.8M
|
+$344K
|
+1,179
|
+3%
|
|
|
680
|
Fairview Capital Investment Management
Greenbrae,
California
|
$12.8M
|
+$329K
|
+1,126
|
+3%
|
|
|
681
|
Bristlecone Advisors
Bellevue,
Washington
|
$12.8M
|
+$75.6K
|
+259
|
+0.6%
|
|
|
682
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$12.7M
|
–
|
–
|
–
|
|
|
683
|
OneAscent Financial Services
Birmingham,
Alabama
|
$12.7M
|
+$12.8M
|
+43,730
|
New
|
|
|
684
|
NIA Impact Advisors
Berkeley,
California
|
$12.6M
|
-$246K
|
-844
|
-2%
|
|
|
685
|
Barclays
London,
United Kingdom
|
$12.6M
|
+$903K
|
+3,095
|
+8%
|
|
|
686
|
Fayez Sarofim & Co
Houston,
Texas
|
$12.6M
|
–
|
–
|
–
|
|
|
687
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$12.5M
|
-$8.46K
|
-29
|
-0.1%
|
|
|
688
|
Liberty Wealth Management
Oakland,
California
|
$12.5M
|
+$267K
|
+914
|
+2%
|
|
|
689
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$12.4M
|
-$3.33M
|
-11,408
|
-21%
|
|
|
690
|
BOK Financial
Tulsa,
Oklahoma
|
$12.4M
|
+$190K
|
+652
|
+2%
|
|
|
691
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$12.3M
|
+$12.4M
|
+42,603
|
New
|
|
|
692
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$12.3M
|
+$103K
|
+354
|
+0.8%
|
|
|
693
|
Philip James Wealth Mangement
Milton,
Georgia
|
$12.2M
|
+$86.1K
|
+295
|
+0.7%
|
|
|
694
|
Brookstone Capital Management
Wheaton,
Illinois
|
$12.2M
|
+$6.71K
|
+23
|
+0.1%
|
|
|
695
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$12.1M
|
+$359K
|
+1,230
|
+3%
|
|
|
696
|
Perennial Investment Advisors
Los Angeles,
California
|
$12M
|
-$216K
|
-742
|
-2%
|
|
|
697
|
Next Level Wealth Planning
Meridian,
Idaho
|
$12M
|
+$12.1M
|
+41,422
|
New
|
|
|
698
|
Strategic Financial Concepts
San Antonio,
Texas
|
$11.9M
|
+$693K
|
+2,375
|
+6%
|
|
|
699
|
HT Partners
Centerbrook,
Connecticut
|
$11.9M
|
-$97.2K
|
-333
|
-0.8%
|
|
|
700
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$11.9M
|
+$39.1K
|
+134
|
+0.3%
|
|
