|
251
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.61M
|
-$1.28M
|
-25,159
|
-44%
|
|
|
252
|
First United Bank & Trust
Oakland,
Maryland
|
$1.61M
|
+$200K
|
+3,918
|
+14%
|
|
|
253
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$1.57M
|
-$215K
|
-4,214
|
-12%
|
|
|
254
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.56M
|
+$269K
|
+5,276
|
+21%
|
|
|
255
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.56M
|
-$266K
|
-5,220
|
-15%
|
|
|
256
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$1.55M
|
+$22.1K
|
+434
|
+1%
|
|
|
257
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.55M
|
+$11.9K
|
+233
|
+0.8%
|
|
|
258
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$1.55M
|
+$1.55M
|
+30,476
|
New
|
|
|
259
|
Callahan Advisors
Houston,
Texas
|
$1.54M
|
-$172K
|
-3,378
|
-10%
|
|
|
260
|
Old National Bancorp
Evansville,
Indiana
|
$1.51M
|
–
|
–
|
–
|
|
|
261
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.5M
|
-$131K
|
-2,578
|
-8%
|
|
|
262
|
DMC Group
Birmingham,
Alabama
|
$1.49M
|
-$47.9K
|
-940
|
-3%
|
|
|
263
|
PFG Investments
Woodbury,
New York
|
$1.49M
|
-$120K
|
-2,350
|
-7%
|
|
|
264
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.47M
|
-$139K
|
-2,729
|
-9%
|
|
|
265
|
NTV Asset Management
Charleston,
West Virginia
|
$1.46M
|
+$19.5K
|
+382
|
+1%
|
|
|
266
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.45M
|
+$26.2K
|
+514
|
+2%
|
|
|
267
|
Westbourne Investments
Alexandria,
Virginia
|
$1.44M
|
+$1.44M
|
+28,280
|
New
|
|
|
268
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.43M
|
+$1.43M
|
+28,004
|
New
|
|
|
269
|
Union Savings Bank
Litchfield,
Connecticut
|
$1.41M
|
-$24.8K
|
-487
|
-2%
|
|
|
270
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$1.37M
|
+$1.08M
|
+21,281
|
+371%
|
|
|
271
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.37M
|
+$70.1K
|
+1,376
|
+5%
|
|
|
272
|
Kanawha Capital Management
Richmond,
Virginia
|
$1.36M
|
+$17.7K
|
+347
|
+1%
|
|
|
273
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$1.36M
|
+$1M
|
+19,643
|
+281%
|
|
|
274
|
Belpointe Asset Management
Reno,
Nevada
|
$1.34M
|
+$60K
|
+1,178
|
+5%
|
|
|
275
|
Blue Fin Capital
Warren,
Rhode Island
|
$1.3M
|
+$26.6K
|
+523
|
+2%
|
|
