|
201
|
Legacy Private Trust
Neenah,
Wisconsin
|
$71.9M
|
-$1.43M
|
-21,704
|
-2%
|
|
|
202
|
WhitTier Trust Company
Reno,
Nevada
|
$71.9M
|
+$3.35M
|
+50,751
|
+5%
|
|
|
203
|
SignatureFD
Atlanta,
Georgia
|
$71.7M
|
-$266K
|
-4,033
|
-0.4%
|
|
|
204
|
Moody National Bank Trust Division
Galveston,
Texas
|
$71.2M
|
+$30.8M
|
+466,102
|
+72%
|
|
|
205
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$70.6M
|
+$37.5M
|
+568,339
|
+107%
|
|
|
206
|
Simon Quick Advisors
Morristown,
New Jersey
|
$70.4M
|
+$7.11M
|
+107,799
|
+11%
|
|
|
207
|
WestHill Financial Advisors
San Rafael,
California
|
$70.1M
|
-$1.1M
|
-16,638
|
-1%
|
|
|
208
|
Atomi Financial Group
New York
|
$69.8M
|
-$8.28M
|
-125,502
|
-10%
|
|
|
209
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$69.2M
|
+$17M
|
+257,424
|
+31%
|
|
|
210
|
West Financial Advisors
Des Moines,
Iowa
|
$68.5M
|
-$2.14M
|
-32,412
|
-3%
|
|
|
211
|
Chai Trust Company
Chicago,
Illinois
|
$68.1M
|
+$12.3M
|
+187,096
|
+21%
|
|
|
212
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$67.7M
|
+$55.8M
|
+845,332
|
+428%
|
|
|
213
|
Sepio Capital
Salt Lake City,
Utah
|
$67.6M
|
+$1.2M
|
+18,165
|
+2%
|
|
|
214
|
Brookstone Capital Management
Wheaton,
Illinois
|
$67.2M
|
+$1.66M
|
+25,145
|
+2%
|
|
|
215
|
Atria Investments
Charlotte,
North Carolina
|
$66.7M
|
-$13.3M
|
-201,539
|
-16%
|
|
|
216
|
Trilogy Capital
Irvine,
California
|
$66.5M
|
-$606K
|
-9,176
|
-0.9%
|
|
|
217
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$66.4M
|
+$7.5M
|
+113,646
|
+12%
|
|
|
218
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$66.3M
|
+$1.38M
|
+20,839
|
+2%
|
|
|
219
|
Charles Schwab Trust
Henderson,
Nevada
|
$66.2M
|
-$3.13M
|
-47,435
|
-4%
|
|
|
220
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$65.8M
|
+$4.97M
|
+75,233
|
+8%
|
|
|
221
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$64.7M
|
+$941K
|
+14,261
|
+1%
|
|
|
222
|
KWMG LLC
Overland Park,
Kansas
|
$63.9M
|
+$957K
|
+14,499
|
+1%
|
|
|
223
|
Coyle Financial Counsel
Glenview,
Illinois
|
$63.8M
|
+$1.1M
|
+16,693
|
+2%
|
|
|
224
|
Pine Ridge Advisers
New York
|
$63.1M
|
–
|
–
|
–
|
|
|
225
|
Allspring Global Investments
Charlotte,
North Carolina
|
$62.6M
|
-$4.56M
|
-69,037
|
-7%
|
|
