|
26
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$2.42M
|
-$790K
|
-13,313
|
-23%
|
|
|
27
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2.33M
|
+$193K
|
+3,257
|
+8%
|
|
|
28
|
Stifel Financial
St. Louis,
Missouri
|
$1.98M
|
+$65.5K
|
+1,103
|
+3%
|
|
|
29
|
|
$1.8M
|
+$470K
|
+7,916
|
+31%
|
|
|
30
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.43M
|
+$491K
|
+8,275
|
+56%
|
|
|
31
|
Acima Private Wealth
Richmond,
Virginia
|
$1.37M
|
+$2.97K
|
+50
|
+0.2%
|
|
|
32
|
GeoWealth Management
Chicago,
Illinois
|
$1.28M
|
-$40.3K
|
-679
|
-3%
|
|
|
33
|
Source Financial Advisors
New York
|
$1.28M
|
-$40.3K
|
-679
|
-3%
|
|
|
34
|
Keel Point
Huntsville,
Alabama
|
$1.28M
|
-$1.44M
|
-24,224
|
-50%
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$1.27M
|
-$205K
|
-3,459
|
-13%
|
|
|
36
|
Cresset Asset Management
Chicago,
Illinois
|
$1.24M
|
+$13.1K
|
+221
|
+1%
|
|
|
37
|
KCS Wealth Advisory
Los Angeles,
California
|
$1.16M
|
+$197K
|
+3,325
|
+18%
|
|
|
38
|
Old Mission Capital
Chicago,
Illinois
|
$1.09M
|
-$922K
|
-15,530
|
-43%
|
|
|
39
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$1.05M
|
–
|
–
|
–
|
|
|
40
|
Argent Trust Co
Nashville,
Tennessee
|
$1M
|
-$109K
|
-1,838
|
-9%
|
|
|
41
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$1M
|
-$11.9K
|
-201
|
-1%
|
|
|
42
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$954K
|
+$215K
|
+3,619
|
+25%
|
|
|
43
|
Wealthspire Advisors (New York)
New York
|
$896K
|
–
|
–
|
–
|
|
|
44
|
HB Wealth Management
Atlanta,
Georgia
|
$728K
|
+$3.32K
|
+56
|
+0.4%
|
|
|
45
|
Congress Wealth Management
Boston,
Massachusetts
|
$684K
|
-$23.5K
|
-396
|
-3%
|
|
|
46
|
Scotia Capital
Toronto,
Ontario, Canada
|
$672K
|
-$8.07K
|
-136
|
-1%
|
|
|
47
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$661K
|
+$356
|
+6
|
+0%
|
|
|
48
|
Ameriprise
Minneapolis,
Minnesota
|
$550K
|
+$73.7K
|
+1,241
|
+14%
|
|
|
49
|
Bank of New York Mellon
New York
|
$522K
|
+$193K
|
+3,247
|
+50%
|
|
|
50
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$494K
|
-$39.9K
|
-672
|
-7%
|
|
