|
26
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.81M
|
-$4.02M
|
-69,701
|
-59%
|
|
|
27
|
Keel Point
Huntsville,
Alabama
|
$2.72M
|
+$1.36M
|
+23,600
|
+99%
|
|
|
28
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2.5M
|
-$3K
|
-52
|
-0.1%
|
|
|
29
|
Stifel Financial
St. Louis,
Missouri
|
$2.08M
|
-$45.8K
|
-794
|
-2%
|
|
|
30
|
Old Mission Capital
Chicago,
Illinois
|
$1.86M
|
+$696K
|
+12,066
|
+59%
|
|
|
31
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.79M
|
+$1.81M
|
+31,297
|
New
|
|
|
32
|
Citadel Advisors
Miami,
Florida
|
$1.74M
|
-$3.71M
|
-64,315
|
-68%
|
|
|
33
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$1.62M
|
-$979K
|
-16,969
|
-37%
|
|
|
34
|
Cresset Asset Management
Chicago,
Illinois
|
$1.51M
|
+$214K
|
+3,707
|
+16%
|
|
|
35
|
KCS Wealth Advisory
Los Angeles,
California
|
$1.25M
|
+$10.2K
|
+177
|
+0.8%
|
|
|
36
|
Cadence Bank
Tupelo,
Mississippi
|
$1.24M
|
+$1.24M
|
+21,569
|
New
|
|
|
37
|
Truist Financial
Charlotte,
North Carolina
|
$1.21M
|
-$151K
|
-2,619
|
-11%
|
|
|
38
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$1.13M
|
–
|
–
|
–
|
|
|
39
|
Cetera Advisor Networks
El Segundo,
California
|
$1.1M
|
+$1.11M
|
+19,188
|
New
|
|
|
40
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$1.05M
|
-$22.1K
|
-383
|
-2%
|
|
|
41
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.03M
|
+$8.02K
|
+139
|
+0.8%
|
|
|
42
|
Source Financial Advisors
New York
|
$793K
|
-$588K
|
-10,201
|
-42%
|
|
|
43
|
HB Wealth Management
Atlanta,
Georgia
|
$787K
|
+$6.92K
|
+120
|
+0.9%
|
|
|
44
|
Congress Wealth Management
Boston,
Massachusetts
|
$749K
|
+$15.1K
|
+261
|
+2%
|
|
|
45
|
GeoWealth Management
Chicago,
Illinois
|
$703K
|
-$679K
|
-11,769
|
-49%
|
|
|
46
|
Scotia Capital
Toronto,
Ontario, Canada
|
$699K
|
-$22.1K
|
-383
|
-3%
|
|
|
47
|
Private Trust Company
Cleveland,
Ohio
|
$691K
|
+$696K
|
+12,064
|
New
|
|
|
48
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$646K
|
-$721K
|
-12,498
|
-54%
|
|
|
49
|
Argent Trust Co
Nashville,
Tennessee
|
$585K
|
-$494K
|
-8,568
|
-46%
|
|
|
50
|
Ameriprise
Minneapolis,
Minnesota
|
$532K
|
-$58.2K
|
-1,009
|
-10%
|
|
