|
76
|
OneAscent Family Office
Birmingham,
Alabama
|
$279K
|
–
|
–
|
–
|
|
|
77
|
Independent Financial Group
San Diego,
California
|
$269K
|
+$260K
|
+3,019
|
New
|
|
|
78
|
Hill Island Financial
Grand Rapids,
Michigan
|
$258K
|
-$32.1K
|
-373
|
-11%
|
|
|
79
|
Gilbert & Cook
West Des Moines,
Iowa
|
$252K
|
–
|
–
|
–
|
|
|
80
|
Private Client Services
Louisville,
Kentucky
|
$244K
|
–
|
–
|
–
|
|
|
81
|
Private Trust Company
Cleveland,
Ohio
|
$235K
|
–
|
–
|
–
|
|
|
82
|
Segment Wealth Management
Houston,
Texas
|
$235K
|
–
|
–
|
–
|
|
|
83
|
Prosperity Financial Group
San Ramon,
California
|
$229K
|
+$221K
|
+2,571
|
New
|
|
|
84
|
J.W. Cole Advisors
Tampa,
Florida
|
$224K
|
+$216K
|
+2,511
|
New
|
|
|
85
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$215K
|
+$207K
|
+2,410
|
New
|
|
|
86
|
Godfrey Financial Associates
Glenmont,
New York
|
$160K
|
-$2.58K
|
-30
|
-2%
|
|
|
87
|
AssetMark Inc
Concord,
California
|
$149K
|
+$23.1K
|
+268
|
+19%
|
|
|
88
|
Bank & Trust Company
Litchfield,
Illinois
|
$127K
|
–
|
–
|
–
|
|
|
89
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$119K
|
+$115K
|
+1,331
|
New
|
|
|
90
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$110K
|
+$106K
|
+1,235
|
New
|
|
|
91
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$91.5K
|
–
|
–
|
–
|
|
|
92
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$69.3K
|
+$66.9K
|
+777
|
New
|
|
|
93
|
IFP Advisors
Tampa,
Florida
|
$65K
|
+$7.32K
|
+85
|
+13%
|
|
|
94
|
William Blair & Company
Chicago,
Illinois
|
$58K
|
–
|
–
|
–
|
|
|
95
|
Bellevue Asset Management
Bellevue,
Washington
|
$52.9K
|
–
|
–
|
–
|
|
|
96
|
Tidemark
San Diego,
California
|
$52.5K
|
+$172
|
+2
|
+0.3%
|
|
|
97
|
US Bancorp
Minneapolis,
Minnesota
|
$45K
|
+$43.5K
|
+505
|
New
|
|
|
98
|
REAP Financial Group
Austin,
Texas
|
$40K
|
+$172
|
+2
|
+0.4%
|
|
|
99
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$35.9K
|
-$15.1K
|
-175
|
-30%
|
|
|
100
|
Sims Investment Management
Cincinnati,
Ohio
|
$32.6K
|
+$31.4K
|
+365
|
New
|
|
