|
276
|
Rockefeller Capital Management
New York
|
$8.24M
|
+$775K
|
+5,987
|
+10%
|
|
|
277
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$8.24M
|
-$144K
|
-1,114
|
-2%
|
|
|
278
|
Sard Wealth Management Group
Atlanta,
Georgia
|
$8.16M
|
-$502K
|
-3,879
|
-6%
|
|
|
279
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$8.14M
|
+$6.91M
|
+53,349
|
+539%
|
|
|
280
|
Naples Global Advisors
Naples,
Florida
|
$8.08M
|
+$59.9K
|
+463
|
+0.7%
|
|
|
281
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$8.03M
|
+$8.09M
|
+62,448
|
New
|
|
|
282
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$8.01M
|
-$54.4K
|
-420
|
-0.7%
|
|
|
283
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$7.98M
|
-$72.2K
|
-558
|
-0.9%
|
|
|
284
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$7.87M
|
-$423K
|
-3,265
|
-5%
|
|
|
285
|
Certus Wealth Management
Redwood City,
California
|
$7.87M
|
+$272K
|
+2,097
|
+4%
|
|
|
286
|
MONECO Advisors
Fairfield,
Connecticut
|
$7.86M
|
-$47.6K
|
-368
|
-0.6%
|
|
|
287
|
Modera Wealth Management
Westwood,
New Jersey
|
$7.78M
|
-$249K
|
-1,922
|
-3%
|
|
|
288
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$7.73M
|
+$48K
|
+371
|
+0.6%
|
|
|
289
|
Grove Bank & Trust
Miami,
Florida
|
$7.63M
|
-$18.1K
|
-140
|
-0.2%
|
|
|
290
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$7.6M
|
-$734K
|
-5,671
|
-9%
|
|
|
291
|
Well Done LLC
Holland,
Michigan
|
$7.59M
|
–
|
–
|
–
|
|
|
292
|
Donor Advised Charitable Giving
San Francisco,
California
|
$7.58M
|
+$27.6K
|
+213
|
+0.4%
|
|
|
293
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$7.42M
|
-$48.6K
|
-375
|
-0.6%
|
|
|
294
|
Global Retirement Partners
San Rafael,
California
|
$7.33M
|
-$33.3K
|
-257
|
-0.4%
|
|
|
295
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$7.33M
|
-$290K
|
-2,243
|
-4%
|
|
|
296
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$7.25M
|
-$240K
|
-1,857
|
-3%
|
|
|
297
|
Summit Wealth Partners
Orlando,
Florida
|
$7.23M
|
-$333K
|
-2,569
|
-4%
|
|
|
298
|
Fifth Third Securities
Cincinnati,
Ohio
|
$7.2M
|
-$170K
|
-1,314
|
-2%
|
|
|
299
|
A&I Financial Services
Lone Tree,
Colorado
|
$7.18M
|
+$7.23M
|
+55,827
|
New
|
|
|
300
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$7.14M
|
+$7.19M
|
+55,499
|
New
|
|
