|
676
|
Independence Asset Advisors
Wynnewood,,
Pennsylvania
|
$14.7M
|
+$14.1M
|
+44,720
|
New
|
|
|
677
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$14.7M
|
-$133K
|
-422
|
-0.9%
|
|
|
678
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$14.5M
|
-$576K
|
-1,823
|
-4%
|
|
|
679
|
Glassman Wealth Services
Vienna,
Virginia
|
$14.5M
|
+$2.28M
|
+7,221
|
+20%
|
|
|
680
|
Liberty Wealth Management
Oakland,
California
|
$14.5M
|
-$226K
|
-715
|
-2%
|
|
|
681
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$14.4M
|
–
|
–
|
–
|
|
|
682
|
Trinity Financial Advisors
Columbus,
Ohio
|
$14.3M
|
-$556K
|
-1,759
|
-4%
|
|
|
683
|
Fairview Capital Investment Management
Greenbrae,
California
|
$14.3M
|
+$51.2K
|
+162
|
+0.4%
|
|
|
684
|
NIA Impact Advisors
Berkeley,
California
|
$14.3M
|
–
|
–
|
–
|
|
|
685
|
Fayez Sarofim & Co
Houston,
Texas
|
$14.3M
|
–
|
–
|
–
|
|
|
686
|
Abound Wealth Management
Franklin,
Tennessee
|
$14.3M
|
+$245K
|
+776
|
+2%
|
|
|
687
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$14.3M
|
+$49.9K
|
+158
|
+0.4%
|
|
|
688
|
CX Institutional
Auburn,
Indiana
|
$14.2M
|
+$6.78M
|
+21,474
|
+98%
|
|
|
689
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$14.2M
|
–
|
–
|
–
|
|
|
690
|
SteelPeak Wealth
Woodland Hills,
California
|
$14.1M
|
+$10.3M
|
+32,663
|
+317%
|
|
|
691
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$14.1M
|
+$377K
|
+1,192
|
+3%
|
|
|
692
|
OneAscent Financial Services
Birmingham,
Alabama
|
$14.1M
|
-$545K
|
-1,725
|
-4%
|
|
|
693
|
Barclays
London,
United Kingdom
|
$14.1M
|
-$36K
|
-114
|
-0.3%
|
|
|
694
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$14.1M
|
+$104K
|
+328
|
+0.8%
|
|
|
695
|
Leavell Investment Management
Mobile,
Alabama
|
$14M
|
-$569K
|
-1,800
|
-4%
|
|
|
696
|
Berman McAleer
Timonium,
Maryland
|
$13.9M
|
+$13.4M
|
+42,281
|
New
|
|
|
697
|
Stonekeep Investments
Sante Fe,
New Mexico
|
$13.9M
|
+$222K
|
+704
|
+2%
|
|
|
698
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$13.8M
|
-$14.3M
|
-45,352
|
-52%
|
|
|
699
|
Stratos Investment Management
Beachwood,
Ohio
|
$13.7M
|
-$848K
|
-2,686
|
-6%
|
|
|
700
|
RFG Advisory
Birmingham,
Alabama
|
$13.7M
|
-$397K
|
-1,258
|
-3%
|
|
