|
101
|
WhitTier Trust Company
Reno,
Nevada
|
$440K
|
+$201K
|
+2,015
|
+83%
|
|
|
102
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$439K
|
–
|
–
|
–
|
|
|
103
|
Empirical Wealth Management
Seattle,
Washington
|
$435K
|
-$8.47K
|
-85
|
-2%
|
|
|
104
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$433K
|
–
|
–
|
–
|
|
|
105
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$433K
|
-$19.9K
|
-200
|
-4%
|
|
|
106
|
Principal Financial Group
Des Moines,
Iowa
|
$429K
|
+$435K
|
+4,366
|
New
|
|
|
107
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$429K
|
–
|
–
|
–
|
|
|
108
|
Franklin Resources
San Mateo,
California
|
$427K
|
–
|
–
|
–
|
|
|
109
|
Stifel Financial
St. Louis,
Missouri
|
$427K
|
+$299
|
+3
|
+0.1%
|
|
|
110
|
Austin Private Wealth
Austin,
Texas
|
$426K
|
-$7.77K
|
-78
|
-2%
|
|
|
111
|
Autumn Glory Partners
Dallas,
Texas
|
$413K
|
–
|
–
|
–
|
|
|
112
|
Forum Financial Management
Lombard,
Illinois
|
$396K
|
–
|
–
|
–
|
|
|
113
|
Virtue Capital Management
Brentwood,
Tennessee
|
$383K
|
-$137K
|
-1,377
|
-17%
|
|
|
114
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$370K
|
-$1.29K
|
-13
|
-0.3%
|
|
|
115
|
Fidelity Investments
Boston,
Massachusetts
|
$365K
|
+$87.7K
|
+880
|
+31%
|
|
|
116
|
Rockefeller Capital Management
New York
|
$347K
|
+$996
|
+10
|
+0.3%
|
|
|
117
|
Atlas Legacy Advisors
Los Angeles,
California
|
$345K
|
+$350K
|
+3,512
|
New
|
|
|
118
|
Trilogy Capital
Irvine,
California
|
$337K
|
+$2.99K
|
+30
|
+0.9%
|
|
|
119
|
Merit Financial Group
Alpharetta,
Georgia
|
$335K
|
-$61.2K
|
-614
|
-15%
|
|
|
120
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$327K
|
-$211K
|
-2,115
|
-39%
|
|
|
121
|
Comerica Bank
Dallas,
Texas
|
$326K
|
+$17.3K
|
+174
|
+6%
|
|
|
122
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$322K
|
+$1.4K
|
+14
|
+0.4%
|
|
|
123
|
BOK Financial
Tulsa,
Oklahoma
|
$308K
|
+$11.6K
|
+116
|
+4%
|
|
|
124
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$308K
|
-$19.7K
|
-198
|
-6%
|
|
|
125
|
Aspiriant LLC
Los Angeles,
California
|
$298K
|
–
|
–
|
–
|
|
