|
676
|
Liberty Wealth Management
Oakland,
California
|
$12M
|
+$207K
|
+713
|
+2%
|
|
|
677
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$12M
|
-$255K
|
-879
|
-2%
|
|
|
678
|
NIA Impact Advisors
Berkeley,
California
|
$12M
|
-$2.9K
|
-10
|
-0%
|
|
|
679
|
Fayez Sarofim & Co
Houston,
Texas
|
$11.9M
|
–
|
–
|
–
|
|
|
680
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$11.9M
|
-$5.62M
|
-19,331
|
-31%
|
|
|
681
|
Canopy Partners
Cincinnati,
Ohio
|
$11.9M
|
-$447K
|
-1,537
|
-3%
|
|
|
682
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$11.9M
|
+$6.54M
|
+22,502
|
+108%
|
|
|
683
|
Next Level Wealth Planning
Meridian,
Idaho
|
$11.9M
|
+$541K
|
+1,862
|
+4%
|
|
|
684
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$11.9M
|
+$12.5M
|
+42,920
|
+14,072%
|
|
|
685
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$11.9M
|
-$9.01K
|
-31
|
-0.1%
|
|
|
686
|
GoalVest Advisory
New York
|
$11.9M
|
-$989K
|
-3,405
|
-7%
|
|
|
687
|
Fairview Capital Investment Management
Greenbrae,
California
|
$11.8M
|
-$312K
|
-1,075
|
-2%
|
|
|
688
|
BOK Financial
Tulsa,
Oklahoma
|
$11.8M
|
-$48.8K
|
-168
|
-0.4%
|
|
|
689
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$11.8M
|
+$1.71M
|
+5,879
|
+16%
|
|
|
690
|
HT Partners
Centerbrook,
Connecticut
|
$11.7M
|
+$422K
|
+1,451
|
+4%
|
|
|
691
|
Philip James Wealth Mangement
Milton,
Georgia
|
$11.7M
|
+$151K
|
+519
|
+1%
|
|
|
692
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$11.6M
|
-$83.1K
|
-286
|
-0.7%
|
|
|
693
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$11.6M
|
-$104K
|
-357
|
-0.8%
|
|
|
694
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$11.6M
|
-$804K
|
-2,769
|
-6%
|
|
|
695
|
Meridian Wealth Management
Lexington,
Kentucky
|
$11.5M
|
+$2.12M
|
+7,289
|
+21%
|
|
|
696
|
Franklin Resources
San Mateo,
California
|
$11.5M
|
+$1.85M
|
+6,357
|
+18%
|
|
|
697
|
Perennial Investment Advisors
Los Angeles,
California
|
$11.5M
|
+$61.9K
|
+213
|
+0.5%
|
|
|
698
|
Prairie Sky Financial Group
Lake Bluff,
Illinois
|
$11.4M
|
+$197K
|
+678
|
+2%
|
|
|
699
|
Brookstone Capital Management
Wheaton,
Illinois
|
$11.4M
|
-$172K
|
-591
|
-1%
|
|
|
700
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$11.4M
|
-$456K
|
-1,568
|
-4%
|
|
