|
101
|
Stokes Family Office
New Orleans,
Louisiana
|
$700K
|
–
|
–
|
–
|
|
|
102
|
Granite Harbor Advisors
Houston,
Texas
|
$681K
|
–
|
–
|
–
|
|
|
103
|
Montecito Bank & Trust
Santa Barbara,
California
|
$638K
|
+$632K
|
+24,905
|
New
|
|
|
104
|
Private Advisor Group
Morristown,
New Jersey
|
$623K
|
–
|
–
|
–
|
|
|
105
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$620K
|
-$123K
|
-4,847
|
-17%
|
|
|
106
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$567K
|
+$30.7K
|
+1,210
|
+6%
|
|
|
107
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$567K
|
+$98.5K
|
+3,880
|
+21%
|
|
|
108
|
Barclays
London,
United Kingdom
|
$499K
|
+$494K
|
+19,470
|
New
|
|
|
109
|
Gryphon Financial Partners
Columbus,
Ohio
|
$486K
|
-$15.2K
|
-598
|
-3%
|
|
|
110
|
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
|
$476K
|
+$287K
|
+11,308
|
+155%
|
|
|
111
|
Focus Partners Wealth
Boston,
Massachusetts
|
$469K
|
–
|
–
|
–
|
|
|
112
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$466K
|
+$461K
|
+18,175
|
New
|
|
|
113
|
First National Trust
Hermitage,
Pennsylvania
|
$458K
|
+$109K
|
+4,312
|
+32%
|
|
|
114
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$455K
|
+$450K
|
+17,741
|
New
|
|
|
115
|
Comerica Bank
Dallas,
Texas
|
$447K
|
-$1.42K
|
-56
|
-0.3%
|
|
|
116
|
Addison Advisors
Middlebury,
Vermont
|
$427K
|
–
|
–
|
–
|
|
|
117
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$424K
|
+$109K
|
+4,285
|
+35%
|
|
|
118
|
Belpointe Asset Management
Reno,
Nevada
|
$416K
|
-$9.64K
|
-380
|
-2%
|
|
|
119
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$410K
|
–
|
–
|
–
|
|
|
120
|
Mutual Advisors
Omaha,
Nebraska
|
$404K
|
-$98.5K
|
-3,881
|
-20%
|
|
|
121
|
Kestra Private Wealth Services
Austin,
Texas
|
$395K
|
+$70.5K
|
+2,779
|
+22%
|
|
|
122
|
Valmark Advisers
Akron,
Ohio
|
$385K
|
+$133K
|
+5,258
|
+54%
|
|
|
123
|
|
$383K
|
+$52.5K
|
+2,070
|
+16%
|
|
|
124
|
Advisory Services Network
Atlanta,
Georgia
|
$369K
|
+$1.62K
|
+64
|
+0.4%
|
|
|
125
|
James Investment Research
Alpha,
Ohio
|
$360K
|
–
|
–
|
–
|
|
