|
76
|
BOK Financial
Tulsa,
Oklahoma
|
$557K
|
–
|
–
|
–
|
|
|
77
|
|
$547K
|
-$349K
|
-7,470
|
-39%
|
|
|
78
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$542K
|
+$540K
|
+11,560
|
New
|
|
|
79
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$508K
|
+$23.4K
|
+500
|
+5%
|
|
|
80
|
Montecito Bank & Trust
Santa Barbara,
California
|
$486K
|
–
|
–
|
–
|
|
|
81
|
Atria Wealth Solutions
New York
|
$477K
|
-$19.2K
|
-410
|
-4%
|
|
|
82
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$469K
|
–
|
–
|
–
|
|
|
83
|
|
$465K
|
+$463K
|
+9,916
|
New
|
|
|
84
|
GEM Asset Management
Plymouth,
Michigan
|
$460K
|
–
|
–
|
–
|
|
|
85
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$382K
|
–
|
–
|
–
|
|
|
86
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$362K
|
-$934
|
-20
|
-0.3%
|
|
|
87
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$353K
|
–
|
–
|
–
|
|
|
88
|
|
$340K
|
+$339K
|
+7,263
|
New
|
|
|
89
|
Simplicity Wealth
Summit,
New Jersey
|
$337K
|
+$54.1K
|
+1,159
|
+19%
|
|
|
90
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$314K
|
+$313K
|
+6,696
|
New
|
|
|
91
|
Transatlantique Private Wealth
New York
|
$298K
|
–
|
–
|
–
|
|
|
92
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$288K
|
+$287K
|
+6,146
|
New
|
|
|
93
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$287K
|
-$35.7K
|
-765
|
-11%
|
|
|
94
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$287K
|
+$654
|
+14
|
+0.2%
|
|
|
95
|
Fortune Financial Advisors
Overland Park,
Kansas
|
$265K
|
+$234
|
+5
|
+0.1%
|
|
|
96
|
Truist Financial
Charlotte,
North Carolina
|
$255K
|
+$2.29K
|
+49
|
+0.9%
|
|
|
97
|
Stephens Inc
Little Rock,
Arkansas
|
$247K
|
–
|
–
|
–
|
|
|
98
|
West Wealth Group
Irvine,
California
|
$244K
|
+$243K
|
+5,199
|
New
|
|
|
99
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$236K
|
-$3.04K
|
-65
|
-1%
|
|
|
100
|
Claro Advisors
Boston,
Massachusetts
|
$234K
|
+$233K
|
+4,989
|
New
|
|
