|
1226
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$270K
|
–
|
–
|
–
|
|
|
1227
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$270K
|
+$20.3K
|
+72
|
+8%
|
|
|
1228
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$269K
|
–
|
–
|
–
|
|
|
1229
|
Cahill Financial Advisors
Edina,
Minnesota
|
$268K
|
-$16.1K
|
-57
|
-6%
|
|
|
1230
|
May Hill Capital
Cohasset,
Massachusetts
|
$268K
|
+$23.7K
|
+84
|
+9%
|
|
|
1231
|
Pettee Investors
Rowayton,
Connecticut
|
$268K
|
–
|
–
|
–
|
|
|
1232
|
Stronghold Wealth Management
Tampa,
Florida
|
$267K
|
+$3.39K
|
+12
|
+1%
|
|
|
1233
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$266K
|
-$191M
|
-676,001
|
-97%
|
|
|
1234
|
Riversedge Advisors
Wilmington,
Delaware
|
$264K
|
-$8.47K
|
-30
|
-3%
|
|
|
1235
|
Root Financial Partners
Encinitas,
California
|
$262K
|
+$79.7K
|
+282
|
+42%
|
|
|
1236
|
Advyzon Investment Management
Lisle,
Illinois
|
$261K
|
+$49.4K
|
+175
|
+23%
|
|
|
1237
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$260K
|
+$6.5K
|
+23
|
+3%
|
|
|
1238
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$260K
|
+$266K
|
+942
|
New
|
|
|
1239
|
Acumen Wealth Advisors
Chattanooga,
Tennessee
|
$259K
|
-$2.35M
|
-8,327
|
-90%
|
|
|
1240
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$259K
|
+$13.8K
|
+49
|
+6%
|
|
|
1241
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$257K
|
–
|
–
|
–
|
|
|
1242
|
City State Bank
Norwalk,
Iowa
|
$257K
|
–
|
–
|
–
|
|
|
1243
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$255K
|
+$19.5K
|
+69
|
+8%
|
|
|
1244
|
West Family Investments
Carlsbad,
California
|
$253K
|
+$10.5K
|
+37
|
+4%
|
|
|
1245
|
Penobscot Investment Management
Boston,
Massachusetts
|
$253K
|
–
|
–
|
–
|
|
|
1246
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$253K
|
–
|
–
|
–
|
|
|
1247
|
Holistic Planning
Nacogdoches,
Texas
|
$253K
|
–
|
–
|
–
|
|
|
1248
|
Fox Run Management
Greenwich,
Connecticut
|
$252K
|
-$1.12M
|
-3,975
|
-81%
|
|
|
1249
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$252K
|
–
|
–
|
–
|
|
|
1250
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$251K
|
-$2.83K
|
-10
|
-1%
|
|
