|
226
|
Insight Wealth Partners
Plano,
Texas
|
$3.83M
|
-$295K
|
-2,817
|
-7%
|
|
|
227
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$3.82M
|
-$36K
|
-344
|
-1%
|
|
|
228
|
Lodestar Private Asset Management
Alamo,
California
|
$3.82M
|
-$423K
|
-4,048
|
-10%
|
|
|
229
|
Peak Financial Management
Wellesley,
Massachusetts
|
$3.79M
|
-$491K
|
-4,699
|
-12%
|
|
|
230
|
NBT Bank
Norwich,
New York
|
$3.77M
|
+$3.44M
|
+32,940
|
+1,552%
|
|
|
231
|
TrinityPoint Wealth
Milford,
Connecticut
|
$3.57M
|
-$725K
|
-6,936
|
-17%
|
|
|
232
|
First Personal Financial Services
Charlotte,
North Carolina
|
$3.56M
|
-$146K
|
-1,398
|
-4%
|
|
|
233
|
Sigma Investment Counselors
Northville,
Michigan
|
$3.56M
|
+$2.14M
|
+20,505
|
+162%
|
|
|
234
|
Foster & Motley
Cincinnati,
Ohio
|
$3.56M
|
-$754K
|
-7,208
|
-18%
|
|
|
235
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.54M
|
-$398K
|
-3,804
|
-10%
|
|
|
236
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$3.52M
|
-$20.5M
|
-196,011
|
-86%
|
|
|
237
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$3.52M
|
-$394K
|
-3,766
|
-10%
|
|
|
238
|
Bartlett & Co
Cincinnati,
Ohio
|
$3.52M
|
-$394K
|
-3,766
|
-10%
|
|
|
239
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$3.49M
|
+$122K
|
+1,168
|
+4%
|
|
|
240
|
Freedom Investment Management
Hartford,
Connecticut
|
$3.48M
|
-$471K
|
-4,501
|
-12%
|
|
|
241
|
Independent Financial Group
San Diego,
California
|
$3.47M
|
-$175K
|
-1,674
|
-5%
|
|
|
242
|
Mutual Advisors
Omaha,
Nebraska
|
$3.43M
|
-$106K
|
-1,009
|
-3%
|
|
|
243
|
Evergreen Capital Management
Bellevue,
Washington
|
$3.4M
|
-$173K
|
-1,654
|
-5%
|
|
|
244
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.39M
|
+$950K
|
+9,082
|
+40%
|
|
|
245
|
Zhang Financial
Portage,
Michigan
|
$3.28M
|
-$647K
|
-6,188
|
-17%
|
|
|
246
|
Atria Investments
Charlotte,
North Carolina
|
$3.27M
|
-$6.3M
|
-60,225
|
-66%
|
|
|
247
|
Fifth Third Securities
Cincinnati,
Ohio
|
$3.26M
|
-$273K
|
-2,612
|
-8%
|
|
|
248
|
American Investment Services
Great Barrington,
Massachusetts
|
$3.26M
|
-$926K
|
-8,860
|
-23%
|
|
|
249
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$3.23M
|
+$218K
|
+2,082
|
+7%
|
|
|
250
|
Stokes Family Office
New Orleans,
Louisiana
|
$3.22M
|
-$62.7K
|
-600
|
-2%
|
|
