|
226
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$17.6M
|
-$179K
|
-2,180
|
-1%
|
|
|
227
|
Bank of Stockton
Stockton,
California
|
$17.5M
|
+$1.23M
|
+14,998
|
+9%
|
|
|
228
|
Rockefeller Capital Management
New York
|
$17.1M
|
+$1.41M
|
+17,209
|
+10%
|
|
|
229
|
Smith, Moore & Co
Clayton,
Missouri
|
$17.1M
|
-$510K
|
-6,202
|
-3%
|
|
|
230
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$17M
|
+$894K
|
+10,887
|
+6%
|
|
|
231
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$17M
|
+$345K
|
+4,200
|
+2%
|
|
|
232
|
LGL Partners
Philadelphia,
Pennsylvania
|
$16.9M
|
-$484K
|
-5,897
|
-3%
|
|
|
233
|
Roth Financial Partners
Kingwood,
Texas
|
$16.4M
|
+$14.7M
|
+178,425
|
New
|
|
|
234
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$16.3M
|
-$2.66M
|
-32,372
|
-15%
|
|
|
235
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$16.1M
|
-$7.02M
|
-85,473
|
-34%
|
|
|
236
|
Oppenheimer & Co
New York
|
$16.1M
|
+$251K
|
+3,054
|
+2%
|
|
|
237
|
Summit Financial Strategies
Columbus,
Ohio
|
$16M
|
-$345K
|
-4,198
|
-2%
|
|
|
238
|
Montag & Associates
Atlanta,
Georgia
|
$16M
|
+$7.98M
|
+97,073
|
+126%
|
|
|
239
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$15.9M
|
+$42.1K
|
+513
|
+0.3%
|
|
|
240
|
Raymond James Trust
St. Petersburg,
Florida
|
$15.9M
|
-$278K
|
-3,379
|
-2%
|
|
|
241
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$15.9M
|
+$13.1M
|
+158,877
|
New
|
|
|
242
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$15.7M
|
+$28.5K
|
+347
|
+0.2%
|
|
|
243
|
ESL Trust Services
Rochester,
New York
|
$15.5M
|
–
|
–
|
–
|
|
|
244
|
Millennium Management
New York
|
$15.5M
|
+$9.19M
|
+111,918
|
+198%
|
|
|
245
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$15.5M
|
+$13.8M
|
+168,142
|
New
|
|
|
246
|
Hills Bank & Trust
North Liberty,
Iowa
|
$15.4M
|
+$56.3K
|
+685
|
+0.4%
|
|
|
247
|
GW & Wade
Wellesley,
Massachusetts
|
$15.2M
|
+$2.55M
|
+31,083
|
+23%
|
|
|
248
|
ProVise Management Group
Clearwater,
Florida
|
$15.1M
|
-$797K
|
-9,696
|
-6%
|
|
|
249
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$15M
|
+$13.4M
|
+163,267
|
New
|
|
|
250
|
Gofen & Glossberg
Chicago,
Illinois
|
$15M
|
+$78.5K
|
+956
|
+0.6%
|
|
