|
26
|
KCS Wealth Advisory
Los Angeles,
California
|
$1.25M
|
+$52.5K
|
+786
|
+4%
|
|
|
27
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$1.24M
|
–
|
–
|
–
|
|
|
28
|
Wells Fargo
San Francisco,
California
|
$1.21M
|
-$14.4K
|
-215
|
-1%
|
|
|
29
|
Argent Trust Co
Nashville,
Tennessee
|
$1.14M
|
-$395K
|
-5,907
|
-26%
|
|
|
30
|
Wealthspire Advisors (New York)
New York
|
$1.11M
|
-$15.4K
|
-231
|
-1%
|
|
|
31
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.11M
|
+$124K
|
+1,856
|
+13%
|
|
|
32
|
Stifel Financial
St. Louis,
Missouri
|
$1.1M
|
+$120K
|
+1,789
|
+12%
|
|
|
33
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$932K
|
+$16.4K
|
+245
|
+2%
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$906K
|
-$33.2K
|
-497
|
-4%
|
|
|
35
|
HB Wealth Management
Atlanta,
Georgia
|
$899K
|
+$895K
|
+13,382
|
New
|
|
|
36
|
Keel Point
Huntsville,
Alabama
|
$864K
|
+$860K
|
+12,864
|
New
|
|
|
37
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$735K
|
+$85.9K
|
+1,285
|
+13%
|
|
|
38
|
Rockefeller Capital Management
New York
|
$699K
|
+$4.68K
|
+70
|
+0.7%
|
|
|
39
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$584K
|
-$11.4K
|
-171
|
-2%
|
|
|
40
|
Huntington National Bank
Columbus,
Ohio
|
$564K
|
–
|
–
|
–
|
|
|
41
|
Ameriprise
Minneapolis,
Minnesota
|
$546K
|
-$28.9K
|
-433
|
-5%
|
|
|
42
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$521K
|
+$348K
|
+5,200
|
+204%
|
|
|
43
|
Congress Wealth Management
Boston,
Massachusetts
|
$501K
|
+$499K
|
+7,460
|
New
|
|
|
44
|
Icon Wealth Partners
Houston,
Texas
|
$482K
|
–
|
–
|
–
|
|
|
45
|
Inscription Capital
Houston,
Texas
|
$468K
|
+$465K
|
+6,959
|
New
|
|
|
46
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$456K
|
-$4.54K
|
-68
|
-1%
|
|
|
47
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$424K
|
+$421K
|
+6,305
|
New
|
|
|
48
|
M&T Bank
Buffalo,
New York
|
$423K
|
+$100K
|
+1,496
|
+31%
|
|
|
49
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$417K
|
–
|
–
|
–
|
|
|
50
|
William Blair & Company
Chicago,
Illinois
|
$415K
|
+$24.7K
|
+369
|
+6%
|
|
