|
301
|
Donor Advised Charitable Giving
San Francisco,
California
|
$8.66M
|
+$23.7K
|
+169
|
+0.3%
|
|
|
302
|
Pathstone Holdings
Englewood,
New Jersey
|
$8.57M
|
-$11.4K
|
-81
|
-0.1%
|
|
|
303
|
Avalon Advisory Group
Wexford,
Pennsylvania
|
$8.51M
|
-$8.84K
|
-63
|
-0.1%
|
|
|
304
|
A&I Financial Services
Lone Tree,
Colorado
|
$8.38M
|
+$284K
|
+2,026
|
+4%
|
|
|
305
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$8.3M
|
-$701
|
-5
|
-0%
|
|
|
306
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.29M
|
-$771K
|
-5,500
|
-9%
|
|
|
307
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$8.27M
|
+$275K
|
+1,964
|
+4%
|
|
|
308
|
Wealthcare Capital Management
Richmond,
Virginia
|
$8.26M
|
-$665K
|
-4,739
|
-8%
|
|
|
309
|
Modera Wealth Management
Westwood,
New Jersey
|
$8.24M
|
+$16.5K
|
+118
|
+0.2%
|
|
|
310
|
Lynch & Associates
Newburgh,
Indiana
|
$8.23M
|
-$77.5K
|
-553
|
-1%
|
|
|
311
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$8.21M
|
+$873K
|
+6,228
|
+12%
|
|
|
312
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$8.11M
|
-$14.7K
|
-105
|
-0.2%
|
|
|
313
|
Certus Wealth Management
Redwood City,
California
|
$8.07M
|
-$123K
|
-879
|
-2%
|
|
|
314
|
Farther Finance Advisors
San Francisco,
California
|
$8.07M
|
+$1.61M
|
+11,493
|
+26%
|
|
|
315
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$8.01M
|
-$152K
|
-1,085
|
-2%
|
|
|
316
|
Hardy Reed
Tupelo,
Mississippi
|
$8.01M
|
-$1.26K
|
-9
|
-0%
|
|
|
317
|
|
$7.99M
|
-$3.75M
|
-26,752
|
-33%
|
|
|
318
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$7.98M
|
+$247K
|
+1,758
|
+3%
|
|
|
319
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$7.98M
|
-$72.9K
|
-520
|
-0.9%
|
|
|
320
|
Snowden Capital Advisors
New York
|
$7.97M
|
-$188K
|
-1,341
|
-2%
|
|
|
321
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$7.96M
|
-$3.25M
|
-23,157
|
-30%
|
|
|
322
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$7.94M
|
+$5.61M
|
+40,013
|
+276%
|
|
|
323
|
MONECO Advisors
Fairfield,
Connecticut
|
$7.82M
|
-$149K
|
-1,060
|
-2%
|
|
|
324
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$7.63M
|
-$97.9K
|
-698
|
-1%
|
|
|
325
|
Ironwood Financial
Tucson,
Arizona
|
$7.61M
|
+$14.2K
|
+101
|
+0.2%
|
|
