|
376
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$1.73M
|
+$179K
|
+2,163
|
+12%
|
|
|
377
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$1.71M
|
+$41.8K
|
+505
|
+3%
|
|
|
378
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$1.7M
|
-$24.8K
|
-300
|
-1%
|
|
|
379
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$1.7M
|
+$1.69M
|
+20,439
|
New
|
|
|
380
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.7M
|
-$20.7K
|
-250
|
-1%
|
|
|
381
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$1.68M
|
+$1.67M
|
+20,166
|
New
|
|
|
382
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$1.65M
|
+$583K
|
+7,055
|
+55%
|
|
|
383
|
Portfolio Solutions
Royal Oak,
Michigan
|
$1.65M
|
+$1.11M
|
+13,417
|
+209%
|
|
|
384
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$1.63M
|
+$1.12M
|
+13,513
|
+223%
|
|
|
385
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$1.62M
|
+$620K
|
+7,496
|
+63%
|
|
|
386
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.61M
|
+$821K
|
+9,932
|
+105%
|
|
|
387
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$1.6M
|
+$12.5K
|
+151
|
+0.8%
|
|
|
388
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$1.59M
|
+$79.2K
|
+958
|
+5%
|
|
|
389
|
Larson Financial Group
St Louis,
Missouri
|
$1.59M
|
+$29.5K
|
+357
|
+2%
|
|
|
390
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$1.59M
|
+$228K
|
+2,755
|
+17%
|
|
|
391
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.58M
|
+$886K
|
+10,716
|
+128%
|
|
|
392
|
Franklin Resources
San Mateo,
California
|
$1.58M
|
+$1.57M
|
+18,953
|
New
|
|
|
393
|
Trivium Point Advisory
Westport,
Connecticut
|
$1.57M
|
+$1.56M
|
+18,906
|
New
|
|
|
394
|
IEQ Capital
Foster City,
California
|
$1.56M
|
–
|
–
|
–
|
|
|
395
|
KeyBank National Association
Cleveland,
Ohio
|
$1.56M
|
+$51.6K
|
+624
|
+3%
|
|
|
396
|
Firestone Capital Management
Coral Gables,
Florida
|
$1.56M
|
+$1.55M
|
+18,720
|
New
|
|
|
397
|
SouthState Corp
Winter Haven,
Florida
|
$1.55M
|
+$182K
|
+2,195
|
+13%
|
|
|
398
|
55I LLC
Boston,
Massachusetts
|
$1.55M
|
+$289K
|
+3,496
|
+23%
|
|
|
399
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1.53M
|
+$38.3K
|
+463
|
+3%
|
|
|
400
|
Alesco Advisors
Pittsford,
New York
|
$1.53M
|
-$129K
|
-1,565
|
-8%
|
|
