|
201
|
WhitTier Trust Company
Reno,
Nevada
|
$67.5M
|
+$1.68M
|
+27,501
|
+3%
|
|
|
202
|
Charles Schwab Trust
Henderson,
Nevada
|
$67.5M
|
-$1.18M
|
-19,285
|
-2%
|
|
|
203
|
Oakwell Private Wealth Management
Austin,
Texas
|
$65.6M
|
+$2.53M
|
+41,314
|
+4%
|
|
|
204
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$65.6M
|
-$1.39M
|
-22,612
|
-2%
|
|
|
205
|
Trilogy Capital
Irvine,
California
|
$65.4M
|
+$435K
|
+7,095
|
+0.7%
|
|
|
206
|
Allspring Global Investments
Charlotte,
North Carolina
|
$65.1M
|
-$25.7K
|
-420
|
-0%
|
|
|
207
|
Sepio Capital
Salt Lake City,
Utah
|
$64.8M
|
+$1.25M
|
+20,422
|
+2%
|
|
|
208
|
Brookstone Capital Management
Wheaton,
Illinois
|
$64M
|
+$5.86M
|
+95,594
|
+10%
|
|
|
209
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$63.4M
|
+$1.43M
|
+23,397
|
+2%
|
|
|
210
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$63.4M
|
+$100K
|
+1,638
|
+0.2%
|
|
|
211
|
Keel Point
Huntsville,
Alabama
|
$63.2M
|
+$2.99M
|
+48,780
|
+5%
|
|
|
212
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$62.2M
|
+$663K
|
+10,818
|
+1%
|
|
|
213
|
Simon Quick Advisors
Morristown,
New Jersey
|
$61.9M
|
+$8.69M
|
+141,809
|
+17%
|
|
|
214
|
Pine Ridge Advisers
New York
|
$61.5M
|
–
|
–
|
–
|
|
|
215
|
KWMG LLC
Overland Park,
Kansas
|
$61.4M
|
-$399K
|
-6,511
|
-0.7%
|
|
|
216
|
Coyle Financial Counsel
Glenview,
Illinois
|
$61.2M
|
+$1.36M
|
+22,169
|
+2%
|
|
|
217
|
Welch & Forbes
Boston,
Massachusetts
|
$60.4M
|
-$905K
|
-14,775
|
-2%
|
|
|
218
|
UMB Bank
Kansas City,
Missouri
|
$60.4M
|
+$201K
|
+3,278
|
+0.3%
|
|
|
219
|
AQR Capital Management
Greenwich,
Connecticut
|
$60M
|
+$6M
|
+97,885
|
+11%
|
|
|
220
|
Avion Wealth
The Woodlands,
Texas
|
$59.5M
|
-$1.49M
|
-24,247
|
-2%
|
|
|
221
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$59.5M
|
+$6.73M
|
+109,904
|
+13%
|
|
|
222
|
Financial Advisors Network
Tustin,
California
|
$59.2M
|
-$808K
|
-13,192
|
-1%
|
|
|
223
|
Merit Financial Group
Alpharetta,
Georgia
|
$58.8M
|
+$694K
|
+11,327
|
+1%
|
|
|
224
|
Meeder Advisory Services
Dublin,
Ohio
|
$58.3M
|
-$1.72M
|
-28,015
|
-3%
|
|
|
225
|
Sequoia Financial Advisors
Akron,
Ohio
|
$57.9M
|
-$256K
|
-4,181
|
-0.4%
|
|
