|
601
|
Spirepoint Private Client
Vero Beach,
Florida
|
$2.88M
|
–
|
–
|
–
|
|
|
602
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$2.87M
|
+$150K
|
+1,484
|
+5%
|
|
|
603
|
Synovus Financial
Columbus,
Georgia
|
$2.85M
|
-$326K
|
-3,233
|
-10%
|
|
|
604
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$2.85M
|
+$50.4K
|
+500
|
+2%
|
|
|
605
|
Glenview Trust
Louisville,
Kentucky
|
$2.83M
|
-$154K
|
-1,527
|
-5%
|
|
|
606
|
Cary Street Partners
Richmond,
Virginia
|
$2.82M
|
+$50.9K
|
+505
|
+2%
|
|
|
607
|
Blalock Williams
Alexander City,
Alabama
|
$2.82M
|
+$61.7K
|
+612
|
+2%
|
|
|
608
|
Client 1st Advisory Group
Dunedin,
Florida
|
$2.81M
|
+$239K
|
+2,368
|
+8%
|
|
|
609
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$2.79M
|
+$519K
|
+5,147
|
+21%
|
|
|
610
|
|
$2.79M
|
+$565K
|
+5,608
|
+23%
|
|
|
611
|
Corrigan Financial
Middletown,
Rhode Island
|
$2.79M
|
-$31.4K
|
-311
|
-1%
|
|
|
612
|
Custom Index Systems
New York
|
$2.78M
|
-$491K
|
-4,871
|
-14%
|
|
|
613
|
Koshinski Asset Management
Decatur,
Illinois
|
$2.75M
|
-$173K
|
-1,717
|
-5%
|
|
|
614
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$2.74M
|
+$473K
|
+4,694
|
+19%
|
|
|
615
|
FORM Wealth Advisors
Lake Geneva,
Wisconsin
|
$2.73M
|
+$2.97M
|
+29,450
|
New
|
|
|
616
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$2.71M
|
–
|
–
|
–
|
|
|
617
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.7M
|
-$149K
|
-1,479
|
-5%
|
|
|
618
|
Baron Wealth Management
Troy,
Michigan
|
$2.67M
|
-$17.5K
|
-174
|
-0.6%
|
|
|
619
|
Mattern Wealth Management
Lawrence,
Kansas
|
$2.67M
|
+$47.8K
|
+474
|
+2%
|
|
|
620
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$2.66M
|
+$351K
|
+3,478
|
+14%
|
|
|
621
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$2.64M
|
-$8.57K
|
-85
|
-0.3%
|
|
|
622
|
Cadence Bank
Tupelo,
Mississippi
|
$2.64M
|
-$16.3K
|
-162
|
-0.6%
|
|
|
623
|
Atlas Brown
Louisville,
Kentucky
|
$2.61M
|
+$101
|
+1
|
+0%
|
|
|
624
|
Venturi Wealth Management
Austin,
Texas
|
$2.61M
|
-$79.2K
|
-786
|
-3%
|
|
|
625
|
Regimen Wealth
Atlanta,
Georgia
|
$2.59M
|
-$51K
|
-506
|
-2%
|
|
