|
26
|
PGIM Custom Harvest
Newark,
New Jersey
|
$3M
|
-$5.93K
|
-98
|
-0.2%
|
|
|
27
|
Keel Point
Huntsville,
Alabama
|
$2.74M
|
-$168K
|
-2,769
|
-6%
|
|
|
28
|
Innealta Capital
Austin,
Texas
|
$2.09M
|
+$2.06M
|
+34,100
|
New
|
|
|
29
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.05M
|
-$717K
|
-11,848
|
-26%
|
|
|
30
|
Old Mission Capital
Chicago,
Illinois
|
$1.82M
|
+$1.56M
|
+25,737
|
+642%
|
|
|
31
|
Citadel Advisors
Miami,
Florida
|
$1.77M
|
+$1.72M
|
+28,348
|
+6,109%
|
|
|
32
|
Truist Financial
Charlotte,
North Carolina
|
$1.6M
|
+$10.7K
|
+177
|
+0.7%
|
|
|
33
|
Stifel Financial
St. Louis,
Missouri
|
$1.4M
|
-$441K
|
-7,280
|
-24%
|
|
|
34
|
Spinnaker Trust
Portland,
Maine
|
$1.35M
|
-$15.7K
|
-260
|
-1%
|
|
|
35
|
KCS Wealth Advisory
Los Angeles,
California
|
$1.32M
|
-$49.8K
|
-822
|
-4%
|
|
|
36
|
Renaissance Technologies
New York
|
$1.3M
|
+$1.28M
|
+21,170
|
New
|
|
|
37
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$1.21M
|
–
|
–
|
–
|
|
|
38
|
Cetera Advisor Networks
El Segundo,
California
|
$1.15M
|
-$424
|
-7
|
-0%
|
|
|
39
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$1.1M
|
-$18.6K
|
-308
|
-2%
|
|
|
40
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.06M
|
-$46.2K
|
-763
|
-4%
|
|
|
41
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$991K
|
-$66.1K
|
-1,092
|
-6%
|
|
|
42
|
Brown Advisory
Baltimore,
Maryland
|
$907K
|
-$148K
|
-2,446
|
-14%
|
|
|
43
|
Wells Fargo
San Francisco,
California
|
$878K
|
+$576K
|
+9,521
|
+198%
|
|
|
44
|
Ameriprise
Minneapolis,
Minnesota
|
$863K
|
+$318K
|
+5,261
|
+60%
|
|
|
45
|
HB Wealth Management
Atlanta,
Georgia
|
$851K
|
+$6.11K
|
+101
|
+0.7%
|
|
|
46
|
Private Trust Company
Cleveland,
Ohio
|
$738K
|
-$6.24K
|
-103
|
-0.8%
|
|
|
47
|
Arlington Partners
Birmingham,
Alabama
|
$726K
|
+$717K
|
+11,845
|
New
|
|
|
48
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$696K
|
+$36K
|
+595
|
+6%
|
|
|
49
|
Argent Trust Co
Nashville,
Tennessee
|
$694K
|
+$71K
|
+1,173
|
+12%
|
|
|
50
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$679K
|
+$3.15K
|
+52
|
+0.5%
|
|
