|
201
|
Summit Wealth Partners
Orlando,
Florida
|
$753K
|
+$54.9K
|
+2,229
|
+8%
|
|
|
202
|
First Interstate Bank
Billings,
Montana
|
$745K
|
–
|
–
|
–
|
|
|
203
|
Granite Harbor Advisors
Houston,
Texas
|
$731K
|
–
|
–
|
–
|
|
|
204
|
American Money Management
Rancho Santa Fe,
California
|
$725K
|
+$419
|
+17
|
+0.1%
|
|
|
205
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$702K
|
+$8.09K
|
+328
|
+1%
|
|
|
206
|
Raymond James Trust
St. Petersburg,
Florida
|
$693K
|
+$39.9K
|
+1,619
|
+6%
|
|
|
207
|
Comerica Bank
Dallas,
Texas
|
$687K
|
+$685K
|
+27,784
|
New
|
|
|
208
|
Rockefeller Capital Management
New York
|
$662K
|
-$333K
|
-13,489
|
-34%
|
|
|
209
|
Mattern Capital Management
Lakewood,
Colorado
|
$638K
|
–
|
–
|
–
|
|
|
210
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$598K
|
–
|
–
|
–
|
|
|
211
|
Curi Wealth Management
Raleigh,
North Carolina
|
$568K
|
-$14.3K
|
-582
|
-2%
|
|
|
212
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$568K
|
-$296K
|
-12,000
|
-34%
|
|
|
213
|
Hills Bank & Trust
North Liberty,
Iowa
|
$557K
|
+$260K
|
+10,550
|
+88%
|
|
|
214
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$544K
|
-$296K
|
-12,000
|
-35%
|
|
|
215
|
Blue Barn Wealth
Orem,
Utah
|
$538K
|
+$10.2K
|
+413
|
+2%
|
|
|
216
|
Alesco Advisors
Pittsford,
New York
|
$534K
|
–
|
–
|
–
|
|
|
217
|
Tompkins Financial
Ithaca,
New York
|
$534K
|
–
|
–
|
–
|
|
|
218
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$526K
|
+$524K
|
+21,265
|
New
|
|
|
219
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$517K
|
+$54.8K
|
+2,221
|
+12%
|
|
|
220
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$511K
|
-$912K
|
-37,005
|
-64%
|
|
|
221
|
Carr Financial Group
Worcester,
Massachusetts
|
$510K
|
-$18.7K
|
-758
|
-4%
|
|
|
222
|
Oppenheimer & Co
New York
|
$503K
|
+$24.2K
|
+980
|
+5%
|
|
|
223
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$494K
|
+$90.4K
|
+3,668
|
+22%
|
|
|
224
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$491K
|
–
|
–
|
–
|
|
|
225
|
Dearborn Partners
Chicago,
Illinois
|
$479K
|
+$478K
|
+19,383
|
New
|
|
