|
276
|
MONECO Advisors
Fairfield,
Connecticut
|
$7.72M
|
+$491K
|
+4,057
|
+7%
|
|
|
277
|
Well Done LLC
Holland,
Michigan
|
$7.59M
|
+$104K
|
+863
|
+1%
|
|
|
278
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$7.5M
|
-$384K
|
-3,169
|
-5%
|
|
|
279
|
Grove Bank & Trust
Miami,
Florida
|
$7.47M
|
+$14K
|
+116
|
+0.2%
|
|
|
280
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$7.44M
|
-$136K
|
-1,127
|
-2%
|
|
|
281
|
Savant Capital
Rockford,
Illinois
|
$7.43M
|
+$4.04M
|
+33,405
|
+130%
|
|
|
282
|
Summit Wealth Partners
Orlando,
Florida
|
$7.38M
|
+$911K
|
+7,521
|
+15%
|
|
|
283
|
Donor Advised Charitable Giving
San Francisco,
California
|
$7.38M
|
+$26.4K
|
+218
|
+0.4%
|
|
|
284
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$7.32M
|
-$17.2K
|
-142
|
-0.2%
|
|
|
285
|
Hardy Reed
Tupelo,
Mississippi
|
$7.31M
|
-$10.3K
|
-85
|
-0.1%
|
|
|
286
|
Rockefeller Capital Management
New York
|
$7.3M
|
+$475K
|
+3,922
|
+7%
|
|
|
287
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$7.29M
|
-$8.84K
|
-73
|
-0.1%
|
|
|
288
|
Financial Management Professionals
Austin,
Texas
|
$7.29M
|
-$118K
|
-978
|
-2%
|
|
|
289
|
Fifth Third Securities
Cincinnati,
Ohio
|
$7.2M
|
-$1.08M
|
-8,914
|
-13%
|
|
|
290
|
Global Retirement Partners
San Rafael,
California
|
$7.19M
|
+$75.9K
|
+627
|
+1%
|
|
|
291
|
Certus Wealth Management
Redwood City,
California
|
$7.16M
|
-$3.89M
|
-32,138
|
-36%
|
|
|
292
|
Lynch & Associates
Newburgh,
Indiana
|
$7.14M
|
-$95.9K
|
-792
|
-1%
|
|
|
293
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7.03M
|
-$4.28M
|
-35,389
|
-39%
|
|
|
294
|
Summit Trail Advisors
New York
|
$7M
|
+$3.41M
|
+28,161
|
+102%
|
|
|
295
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$6.94M
|
+$1.12M
|
+9,292
|
+20%
|
|
|
296
|
Hollencrest Capital Management
Newport Beach,
California
|
$6.87M
|
-$64.9K
|
-536
|
-1%
|
|
|
297
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$6.87M
|
-$64.9K
|
-536
|
-1%
|
|
|
298
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$6.82M
|
-$114K
|
-939
|
-2%
|
|
|
299
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$6.81M
|
–
|
–
|
–
|
|
|
300
|
Kestra Private Wealth Services
Austin,
Texas
|
$6.81M
|
-$3.36M
|
-27,794
|
-34%
|
|
