|
276
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$6.65M
|
-$133K
|
-1,357
|
-2%
|
|
|
277
|
Family Management
New York
|
$6.54M
|
+$119K
|
+1,219
|
+2%
|
|
|
278
|
Opus Investment Management
Worcester,
Massachusetts
|
$6.53M
|
-$17.8M
|
-181,845
|
-75%
|
|
|
279
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$6.5M
|
+$101K
|
+1,029
|
+2%
|
|
|
280
|
Global Retirement Partners
San Rafael,
California
|
$6.47M
|
-$205K
|
-2,096
|
-3%
|
|
|
281
|
Pineridge Advisors
St. Charles,
Missouri
|
$6.42M
|
+$5.98M
|
+60,971
|
New
|
|
|
282
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$6.4M
|
+$561K
|
+5,721
|
+10%
|
|
|
283
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$6.39M
|
-$225K
|
-2,297
|
-4%
|
|
|
284
|
Fairview Capital Investment Management
Greenbrae,
California
|
$6.38M
|
+$128K
|
+1,305
|
+2%
|
|
|
285
|
|
$6.37M
|
-$1.01M
|
-10,357
|
-15%
|
|
|
286
|
Summit Financial
Parsippany,
New Jersey
|
$6.37M
|
+$99K
|
+1,010
|
+2%
|
|
|
287
|
Grove Bank & Trust
Miami,
Florida
|
$6.24M
|
-$172K
|
-1,751
|
-3%
|
|
|
288
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$6.2M
|
-$18.3K
|
-187
|
-0.3%
|
|
|
289
|
Modera Wealth Management
Westwood,
New Jersey
|
$6.17M
|
-$6.86K
|
-70
|
-0.1%
|
|
|
290
|
Donor Advised Charitable Giving
San Francisco,
California
|
$6.12M
|
+$5.7M
|
+58,172
|
New
|
|
|
291
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$6.1M
|
-$1.23M
|
-12,510
|
-18%
|
|
|
292
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$6.09M
|
-$2.35K
|
-24
|
-0%
|
|
|
293
|
Independent Financial Group
San Diego,
California
|
$6.08M
|
+$739K
|
+7,545
|
+15%
|
|
|
294
|
MONECO Advisors
Fairfield,
Connecticut
|
$6.06M
|
-$8.82K
|
-90
|
-0.2%
|
|
|
295
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$6.03M
|
+$161K
|
+1,646
|
+3%
|
|
|
296
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$6.02M
|
-$12.6K
|
-129
|
-0.2%
|
|
|
297
|
Lynch & Associates
Newburgh,
Indiana
|
$5.96M
|
+$44.6K
|
+455
|
+0.8%
|
|
|
298
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$5.96M
|
-$696K
|
-7,102
|
-11%
|
|
|
299
|
Hardy Reed
Tupelo,
Mississippi
|
$5.92M
|
-$13.3K
|
-136
|
-0.2%
|
|
|
300
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$5.92M
|
-$321K
|
-3,278
|
-6%
|
|
