|
601
|
Venturi Wealth Management
Austin,
Texas
|
$3.75M
|
+$377K
|
+3,278
|
+12%
|
|
|
602
|
17 Capital Partners
Pheonix,
Arizona
|
$3.73M
|
+$84.5K
|
+735
|
+2%
|
|
|
603
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$3.72M
|
-$72.5K
|
-630
|
-2%
|
|
|
604
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$3.71M
|
-$25.5K
|
-222
|
-0.7%
|
|
|
605
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$3.69M
|
+$147K
|
+1,282
|
+4%
|
|
|
606
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$3.67M
|
-$87.1K
|
-757
|
-2%
|
|
|
607
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$3.66M
|
-$297K
|
-2,581
|
-8%
|
|
|
608
|
Hilltop National Bank
Casper,
Wyoming
|
$3.64M
|
-$47.4K
|
-412
|
-1%
|
|
|
609
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$3.64M
|
–
|
–
|
–
|
|
|
610
|
Private Trust Company
Cleveland,
Ohio
|
$3.63M
|
-$17.9K
|
-156
|
-0.5%
|
|
|
611
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$3.63M
|
+$21.2K
|
+184
|
+0.6%
|
|
|
612
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$3.61M
|
+$45.1K
|
+392
|
+1%
|
|
|
613
|
Asset Allocation Strategies
Farmington,
Michigan
|
$3.61M
|
-$750K
|
-6,525
|
-18%
|
|
|
614
|
Bessemer Group
Woodbridge,
New Jersey
|
$3.58M
|
–
|
–
|
–
|
|
|
615
|
Ramiah Investment Group
Brookfield,
Wisconsin
|
$3.55M
|
+$2.26M
|
+19,607
|
+199%
|
|
|
616
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$3.52M
|
–
|
–
|
–
|
|
|
617
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$3.51M
|
-$385K
|
-3,348
|
-10%
|
|
|
618
|
Choate Investment Advisors
Boston,
Massachusetts
|
$3.51M
|
+$561K
|
+4,877
|
+20%
|
|
|
619
|
Blalock Williams
Alexander City,
Alabama
|
$3.49M
|
-$44.6K
|
-388
|
-1%
|
|
|
620
|
Baron Wealth Management
Troy,
Michigan
|
$3.48M
|
+$2.88K
|
+25
|
+0.1%
|
|
|
621
|
KPP Advisory Services
Louisville,
Kentucky
|
$3.47M
|
-$780K
|
-6,784
|
-19%
|
|
|
622
|
Verity Asset Management
Durham,
North Carolina
|
$3.46M
|
+$1.25M
|
+10,864
|
+61%
|
|
|
623
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$3.46M
|
+$143K
|
+1,242
|
+5%
|
|
|
624
|
Savvy Advisors Inc
New York
|
$3.45M
|
-$257K
|
-2,231
|
-7%
|
|
|
625
|
Mattern Wealth Management
Lawrence,
Kansas
|
$3.45M
|
–
|
–
|
–
|
|
