|
26
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$1.24M
|
–
|
–
|
–
|
|
|
27
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$1.17M
|
+$21.2K
|
+329
|
+2%
|
|
|
28
|
Wells Fargo
San Francisco,
California
|
$1.15M
|
+$126K
|
+1,953
|
+12%
|
|
|
29
|
KCS Wealth Advisory
Los Angeles,
California
|
$1.12M
|
-$5.67K
|
-88
|
-0.5%
|
|
|
30
|
Wealthspire Advisors (New York)
New York
|
$1.06M
|
+$14.9K
|
+231
|
+1%
|
|
|
31
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$924K
|
+$30.4K
|
+471
|
+3%
|
|
|
32
|
Stifel Financial
St. Louis,
Missouri
|
$915K
|
+$243K
|
+3,772
|
+35%
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$880K
|
-$1.08M
|
-16,679
|
-54%
|
|
|
34
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$859K
|
+$26.9K
|
+418
|
+3%
|
|
|
35
|
Homrich & Berg
Atlanta,
Georgia
|
$835K
|
+$856K
|
+13,272
|
New
|
|
|
36
|
Kore Private Wealth
New York
|
$750K
|
+$768K
|
+11,915
|
New
|
|
|
37
|
Rockefeller Capital Management
New York
|
$650K
|
-$12.4K
|
-192
|
-2%
|
|
|
38
|
Bessemer Group
Woodbridge,
New Jersey
|
$611K
|
+$61.5K
|
+954
|
+11%
|
|
|
39
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$608K
|
+$68.6K
|
+1,064
|
+12%
|
|
|
40
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$558K
|
-$217K
|
-3,366
|
-28%
|
|
|
41
|
Ameriprise
Minneapolis,
Minnesota
|
$538K
|
-$15.2K
|
-235
|
-3%
|
|
|
42
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$467K
|
+$479K
|
+7,427
|
New
|
|
|
43
|
Icon Wealth Partners
Houston,
Texas
|
$451K
|
-$61.2K
|
-949
|
-12%
|
|
|
44
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$431K
|
+$1.35K
|
+21
|
+0.3%
|
|
|
45
|
Clearstead Advisors
Cleveland,
Ohio
|
$426K
|
+$436K
|
+6,766
|
New
|
|
|
46
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$390K
|
–
|
–
|
–
|
|
|
47
|
William Blair & Company
Chicago,
Illinois
|
$365K
|
-$51.1K
|
-793
|
-12%
|
|
|
48
|
WhitTier Trust Company
Reno,
Nevada
|
$357K
|
+$79.4K
|
+1,232
|
+28%
|
|
|
49
|
Farr Miller & Washington
Washington,
District of Columbia
|
$347K
|
–
|
–
|
–
|
|
|
50
|
Northern Trust
Chicago,
Illinois
|
$321K
|
+$40.4K
|
+626
|
+14%
|
|
