|
276
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8M
|
+$1.87M
|
+14,477
|
+28%
|
|
|
277
|
Well Done LLC
Holland,
Michigan
|
$7.89M
|
+$125K
|
+968
|
+2%
|
|
|
278
|
Element Wealth
Ridgeland,
Mississippi
|
$7.87M
|
-$22K
|
-171
|
-0.3%
|
|
|
279
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$7.81M
|
–
|
–
|
–
|
|
|
280
|
Central Trust Company
Jefferson City,
Missouri
|
$7.71M
|
-$299K
|
-2,322
|
-4%
|
|
|
281
|
Sard Wealth Management Group
Atlanta,
Georgia
|
$7.7M
|
-$46.5K
|
-361
|
-0.6%
|
|
|
282
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$7.69M
|
-$23.8K
|
-185
|
-0.3%
|
|
|
283
|
Monument Capital Management
Alexandria,
Virginia
|
$7.68M
|
-$21.1M
|
-163,419
|
-72%
|
|
|
284
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$7.58M
|
+$13K
|
+101
|
+0.2%
|
|
|
285
|
Naples Global Advisors
Naples,
Florida
|
$7.56M
|
-$113K
|
-875
|
-1%
|
|
|
286
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$7.47M
|
+$143K
|
+1,113
|
+2%
|
|
|
287
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$7.36M
|
-$272K
|
-2,108
|
-3%
|
|
|
288
|
Certus Wealth Management
Redwood City,
California
|
$7.36M
|
-$179K
|
-1,385
|
-2%
|
|
|
289
|
Modera Wealth Management
Westwood,
New Jersey
|
$7.25M
|
-$132K
|
-1,022
|
-2%
|
|
|
290
|
Donor Advised Charitable Giving
San Francisco,
California
|
$7.21M
|
+$22.3K
|
+173
|
+0.3%
|
|
|
291
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$7.11M
|
-$376K
|
-2,919
|
-5%
|
|
|
292
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$7.08M
|
+$48.1K
|
+373
|
+0.6%
|
|
|
293
|
Principal Securities
Des Moines,
Iowa
|
$7.08M
|
+$32.9K
|
+255
|
+0.5%
|
|
|
294
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$7.02M
|
-$2.36M
|
-18,291
|
-24%
|
|
|
295
|
Hollencrest Capital Management
Newport Beach,
California
|
$6.96M
|
+$440K
|
+3,416
|
+6%
|
|
|
296
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$6.96M
|
+$440K
|
+3,416
|
+6%
|
|
|
297
|
Lynch & Associates
Newburgh,
Indiana
|
$6.91M
|
+$167K
|
+1,294
|
+2%
|
|
|
298
|
Avalon Advisory Group
Wexford,
Pennsylvania
|
$6.88M
|
+$1.31M
|
+10,149
|
+22%
|
|
|
299
|
MONECO Advisors
Fairfield,
Connecticut
|
$6.85M
|
-$645K
|
-5,005
|
-8%
|
|
|
300
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$6.81M
|
-$68.3K
|
-530
|
-0.9%
|
|
