|
26
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.7M
|
-$226K
|
-3,773
|
-8%
|
|
|
27
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$2.66M
|
+$975K
|
+16,299
|
+57%
|
|
|
28
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2.59M
|
-$8.62K
|
-144
|
-0.3%
|
|
|
29
|
Stifel Financial
St. Louis,
Missouri
|
$1.79M
|
-$368K
|
-6,143
|
-17%
|
|
|
30
|
Cresset Asset Management
Chicago,
Illinois
|
$1.61M
|
+$10.1K
|
+168
|
+0.6%
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$1.54M
|
+$287K
|
+4,799
|
+23%
|
|
|
32
|
Flow Traders U.S.
New York
|
$1.5M
|
-$5.96M
|
-99,678
|
-80%
|
|
|
33
|
KCS Wealth Advisory
Los Angeles,
California
|
$1.33M
|
+$37.5K
|
+626
|
+3%
|
|
|
34
|
Spinnaker Trust
Portland,
Maine
|
$1.33M
|
-$6.33M
|
-105,866
|
-83%
|
|
|
35
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$1.17M
|
–
|
–
|
–
|
|
|
36
|
Cetera Advisor Networks
El Segundo,
California
|
$1.12M
|
-$24K
|
-401
|
-2%
|
|
|
37
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$1.09M
|
-$4.97K
|
-83
|
-0.5%
|
|
|
38
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.07M
|
+$1.08M
|
+18,040
|
New
|
|
|
39
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.03M
|
-$42.7K
|
-713
|
-4%
|
|
|
40
|
Brown Advisory
Baltimore,
Maryland
|
$1.03M
|
+$1.03M
|
+17,244
|
New
|
|
|
41
|
HB Wealth Management
Atlanta,
Georgia
|
$821K
|
+$3.17K
|
+53
|
+0.4%
|
|
|
42
|
Congress Wealth Management
Boston,
Massachusetts
|
$773K
|
-$5.33K
|
-89
|
-0.7%
|
|
|
43
|
Private Trust Company
Cleveland,
Ohio
|
$724K
|
+$5.57K
|
+93
|
+0.8%
|
|
|
44
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$656K
|
+$175K
|
+2,919
|
+36%
|
|
|
45
|
GeoWealth Management
Chicago,
Illinois
|
$647K
|
-$84K
|
-1,404
|
-11%
|
|
|
46
|
Source Financial Advisors
New York
|
$647K
|
-$178K
|
-2,972
|
-21%
|
|
|
47
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$640K
|
+$3.41K
|
+57
|
+0.5%
|
|
|
48
|
Argent Trust Co
Nashville,
Tennessee
|
$605K
|
-$3.53K
|
-59
|
-0.6%
|
|
|
49
|
Bank of New York Mellon
New York
|
$600K
|
+$107K
|
+1,782
|
+21%
|
|
|
50
|
Marshall Wace
London,
United Kingdom
|
$595K
|
+$353K
|
+5,900
|
+144%
|
|
