|
26
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$3.22M
|
+$31.1K
|
+513
|
+0.9%
|
|
|
27
|
Keel Point
Huntsville,
Alabama
|
$2.6M
|
–
|
–
|
–
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$2.02M
|
+$525K
|
+8,655
|
+33%
|
|
|
29
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$2M
|
-$1.95M
|
-32,140
|
-48%
|
|
|
30
|
Innealta Capital
Austin,
Texas
|
$1.98M
|
–
|
–
|
–
|
|
|
31
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.87M
|
-$78.1K
|
-1,289
|
-4%
|
|
|
32
|
Stifel Financial
St. Louis,
Missouri
|
$1.44M
|
+$121K
|
+1,988
|
+9%
|
|
|
33
|
Cetera Advisor Networks
El Segundo,
California
|
$1.33M
|
+$252K
|
+4,154
|
+22%
|
|
|
34
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$1.27M
|
+$1.33M
|
+21,860
|
New
|
|
|
35
|
Spinnaker Trust
Portland,
Maine
|
$1.25M
|
-$31.2K
|
-514
|
-2%
|
|
|
36
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$1.15M
|
–
|
–
|
–
|
|
|
37
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.05M
|
+$43.8K
|
+722
|
+4%
|
|
|
38
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$1.04M
|
-$5.76K
|
-95
|
-0.5%
|
|
|
39
|
Brown Advisory
Baltimore,
Maryland
|
$994K
|
+$139K
|
+2,289
|
+15%
|
|
|
40
|
Ameriprise
Minneapolis,
Minnesota
|
$973K
|
+$161K
|
+2,653
|
+19%
|
|
|
41
|
Comerica Bank
Dallas,
Texas
|
$894K
|
+$932K
|
+15,373
|
New
|
|
|
42
|
Bank of New York Mellon
New York
|
$873K
|
+$362K
|
+5,967
|
+66%
|
|
|
43
|
HB Wealth Management
Atlanta,
Georgia
|
$813K
|
+$5.64K
|
+93
|
+0.7%
|
|
|
44
|
William Blair & Company
Chicago,
Illinois
|
$807K
|
+$563K
|
+9,290
|
+202%
|
|
|
45
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$741K
|
+$308K
|
+5,079
|
+66%
|
|
|
46
|
KCS Wealth Advisory
Los Angeles,
California
|
$708K
|
-$571K
|
-9,414
|
-44%
|
|
|
47
|
Arlington Partners
Birmingham,
Alabama
|
$689K
|
–
|
–
|
–
|
|
|
48
|
Arlington Trust
Birmingham,
Alabama
|
$689K
|
+$718K
|
+11,845
|
New
|
|
|
49
|
Argent Trust Co
Nashville,
Tennessee
|
$659K
|
–
|
–
|
–
|
|
|
50
|
Private Trust Company
Cleveland,
Ohio
|
$654K
|
-$48.4K
|
-799
|
-7%
|
|
