|
26
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.57M
|
–
|
–
|
–
|
|
|
27
|
Acima Private Wealth
Richmond,
Virginia
|
$1.54M
|
-$314K
|
-4,659
|
-17%
|
|
|
28
|
Argent Trust Co
Nashville,
Tennessee
|
$1.43M
|
+$232K
|
+3,440
|
+20%
|
|
|
29
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$1.38M
|
–
|
–
|
–
|
|
|
30
|
Keel Point
Huntsville,
Alabama
|
$1.36M
|
+$439K
|
+6,507
|
+51%
|
|
|
31
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$1.32M
|
+$21.9K
|
+325
|
+2%
|
|
|
32
|
Wells Fargo
San Francisco,
California
|
$1.2M
|
-$63.6K
|
-943
|
-5%
|
|
|
33
|
Wealthspire Advisors (New York)
New York
|
$1.16M
|
–
|
–
|
–
|
|
|
34
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.13M
|
-$26.5K
|
-393
|
-2%
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$983K
|
+$945K
|
+14,014
|
New
|
|
|
36
|
GeoWealth Management
Chicago,
Illinois
|
$974K
|
+$936K
|
+13,888
|
New
|
|
|
37
|
Source Financial Advisors
New York
|
$974K
|
+$937K
|
+13,889
|
New
|
|
|
38
|
Citadel Advisors
Miami,
Florida
|
$949K
|
+$912K
|
+13,531
|
New
|
|
|
39
|
HB Wealth Management
Atlanta,
Georgia
|
$941K
|
+$2.5K
|
+37
|
+0.3%
|
|
|
40
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$911K
|
-$60.6K
|
-898
|
-6%
|
|
|
41
|
Congress Wealth Management
Boston,
Massachusetts
|
$871K
|
+$335K
|
+4,961
|
+67%
|
|
|
42
|
Scotia Capital
Toronto,
Ontario, Canada
|
$789K
|
+$758K
|
+11,248
|
New
|
|
|
43
|
Rockefeller Capital Management
New York
|
$722K
|
-$7.15K
|
-106
|
-1%
|
|
|
44
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$707K
|
-$58.1K
|
-862
|
-8%
|
|
|
45
|
Huntington National Bank
Columbus,
Ohio
|
$634K
|
–
|
–
|
–
|
|
|
46
|
Ameriprise
Minneapolis,
Minnesota
|
$631K
|
+$59.1K
|
+877
|
+11%
|
|
|
47
|
Icon Wealth Partners
Houston,
Texas
|
$503K
|
–
|
–
|
–
|
|
|
48
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$477K
|
+$742
|
+11
|
+0.2%
|
|
|
49
|
Fidelity Investments
Boston,
Massachusetts
|
$460K
|
+$53.9K
|
+800
|
+14%
|
|
|
50
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$442K
|
–
|
–
|
–
|
|
