|
101
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$381K
|
–
|
–
|
–
|
|
|
102
|
Disciplined Investments
Tulsa,
Oklahoma
|
$377K
|
–
|
–
|
–
|
|
|
103
|
United Bank (Virginia)
Vienna,
Virginia
|
$368K
|
+$355K
|
+4,250
|
New
|
|
|
104
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$366K
|
-$52.7K
|
-631
|
-13%
|
|
|
105
|
Private Ocean
San Rafael,
California
|
$365K
|
+$84
|
+1
|
+0%
|
|
|
106
|
Huntington National Bank
Columbus,
Ohio
|
$357K
|
–
|
–
|
–
|
|
|
107
|
Cetera Advisor Networks
El Segundo,
California
|
$344K
|
-$126K
|
-1,502
|
-27%
|
|
|
108
|
SVB Wealth
Boston,
Massachusetts
|
$335K
|
-$836
|
-10
|
-0.3%
|
|
|
109
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$330K
|
+$1.84K
|
+22
|
+0.6%
|
|
|
110
|
Falcon Wealth Planning
Ontario,
California
|
$323K
|
+$311K
|
+3,726
|
New
|
|
|
111
|
Front Row Advisors
Tiburon,
California
|
$317K
|
-$1.67K
|
-20
|
-0.5%
|
|
|
112
|
SouthState Corp
Winter Haven,
Florida
|
$313K
|
–
|
–
|
–
|
|
|
113
|
Integrated Advisors Network
Dallas,
Texas
|
$301K
|
+$290K
|
+3,466
|
New
|
|
|
114
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$288K
|
-$25.4K
|
-304
|
-8%
|
|
|
115
|
Savant Capital
Rockford,
Illinois
|
$286K
|
-$103K
|
-1,233
|
-27%
|
|
|
116
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$277K
|
–
|
–
|
–
|
|
|
117
|
Raymond James Trust
St. Petersburg,
Florida
|
$269K
|
–
|
–
|
–
|
|
|
118
|
BOK Financial
Tulsa,
Oklahoma
|
$254K
|
+$6.27K
|
+75
|
+3%
|
|
|
119
|
Hancock Whitney
Gulfport,
Mississippi
|
$240K
|
+$231K
|
+2,767
|
New
|
|
|
120
|
Managed Account Services
Coconut Grove,
Florida
|
$232K
|
–
|
–
|
–
|
|
|
121
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$232K
|
–
|
–
|
–
|
|
|
122
|
Fifth Third Securities
Cincinnati,
Ohio
|
$228K
|
+$220K
|
+2,629
|
New
|
|
|
123
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$220K
|
+$210K
|
+2,510
|
New
|
|
|
124
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$213K
|
+$205K
|
+2,454
|
New
|
|
|
125
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$208K
|
+$201K
|
+2,400
|
New
|
|
