|
276
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.55M
|
-$4.25M
|
-42,279
|
-63%
|
|
|
277
|
Punch Card Management
Winter Park,
Florida
|
$2.53M
|
–
|
–
|
–
|
|
|
278
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$2.52M
|
+$1.26M
|
+12,526
|
+100%
|
|
|
279
|
Norris Financial Group
Greenville,
South Carolina
|
$2.52M
|
+$1.49M
|
+14,808
|
+145%
|
|
|
280
|
Prelude Capital Management
New York
|
$2.52M
|
–
|
–
|
–
|
|
|
281
|
RFP Financial Group
Atlanta,
Georgia
|
$2.52M
|
+$2.01M
|
+19,992
|
+400%
|
|
|
282
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.5M
|
+$2.39M
|
+23,807
|
+2,422%
|
|
|
283
|
Belpointe Asset Management
Reno,
Nevada
|
$2.49M
|
-$157K
|
-1,562
|
-6%
|
|
|
284
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$2.48M
|
+$2.49M
|
+24,760
|
New
|
|
|
285
|
CPR Investments
Rochester,
Michigan
|
$2.48M
|
+$876K
|
+8,718
|
+55%
|
|
|
286
|
Central Trust Company
Jefferson City,
Missouri
|
$2.47M
|
+$846K
|
+8,417
|
+52%
|
|
|
287
|
Salomon & Ludwin
Richmond,
Virginia
|
$2.45M
|
-$126K
|
-1,256
|
-5%
|
|
|
288
|
Portland Global Advisors
Portland,
Maine
|
$2.43M
|
+$2.17M
|
+21,615
|
+865%
|
|
|
289
|
Financial Advisory Partners
Winter Park,
Florida
|
$2.39M
|
-$21K
|
-209
|
-0.9%
|
|
|
290
|
Equitable Holdings
New York
|
$2.38M
|
-$360K
|
-3,579
|
-13%
|
|
|
291
|
Root Financial Partners
Encinitas,
California
|
$2.25M
|
+$534K
|
+5,315
|
+31%
|
|
|
292
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$2.22M
|
+$421K
|
+4,188
|
+23%
|
|
|
293
|
True Link Financial Advisors
San Francisco,
California
|
$2.2M
|
+$94.9K
|
+944
|
+5%
|
|
|
294
|
IFG Advisors
St. Louis,
Missouri
|
$2.15M
|
-$256K
|
-2,548
|
-11%
|
|
|
295
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$2.13M
|
–
|
–
|
–
|
|
|
296
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$2.12M
|
+$56K
|
+557
|
+3%
|
|
|
297
|
Principal Securities
Des Moines,
Iowa
|
$2.09M
|
+$583K
|
+5,804
|
+39%
|
|
|
298
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$2.01M
|
+$73.7K
|
+733
|
+4%
|
|
|
299
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$2.01M
|
+$2M
|
+19,914
|
New
|
|
|
300
|
Highline Wealth Partners
Sherman Oaks,
California
|
$2M
|
-$1.27M
|
-12,658
|
-39%
|
|
