|
26
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$3.83M
|
+$255K
|
+4,302
|
+8%
|
|
|
27
|
PGIM Custom Harvest
Newark,
New Jersey
|
$3.3M
|
-$400K
|
-6,743
|
-12%
|
|
|
28
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.82M
|
+$702K
|
+11,833
|
+37%
|
|
|
29
|
Keel Point
Huntsville,
Alabama
|
$2.78M
|
-$76.6K
|
-1,292
|
-3%
|
|
|
30
|
Comerica Bank
Dallas,
Texas
|
$2.73M
|
+$1.62M
|
+27,267
|
+177%
|
|
|
31
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$2.65M
|
+$408K
|
+6,881
|
+20%
|
|
|
32
|
Truist Financial
Charlotte,
North Carolina
|
$2.2M
|
-$26K
|
-439
|
-1%
|
|
|
33
|
Stifel Financial
St. Louis,
Missouri
|
$1.81M
|
+$203K
|
+3,432
|
+14%
|
|
|
34
|
Cetera Advisor Networks
El Segundo,
California
|
$1.46M
|
-$10.1K
|
-170
|
-0.7%
|
|
|
35
|
Spinnaker Trust
Portland,
Maine
|
$1.36M
|
-$23.1K
|
-390
|
-2%
|
|
|
36
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.24M
|
+$75.5K
|
+1,273
|
+7%
|
|
|
37
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$1.16M
|
+$9.01K
|
+152
|
+0.8%
|
|
|
38
|
Syon Capital
San Francisco,
California
|
$1.14M
|
+$1.05M
|
+17,744
|
New
|
|
|
39
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.08M
|
+$241K
|
+4,070
|
+32%
|
|
|
40
|
William Blair & Company
Chicago,
Illinois
|
$906K
|
+$14.9K
|
+252
|
+2%
|
|
|
41
|
HB Wealth Management
Atlanta,
Georgia
|
$904K
|
+$7.23K
|
+122
|
+0.9%
|
|
|
42
|
Bank of New York Mellon
New York
|
$824K
|
-$129K
|
-2,169
|
-14%
|
|
|
43
|
Sapient Capital
Indianapolis,
Indiana
|
$820K
|
+$758K
|
+12,787
|
New
|
|
|
44
|
Private Trust Company
Cleveland,
Ohio
|
$716K
|
-$4.92K
|
-83
|
-0.7%
|
|
|
45
|
Source Financial Advisors
New York
|
$700K
|
-$13.5K
|
-228
|
-2%
|
|
|
46
|
GeoWealth Management
Chicago,
Illinois
|
$700K
|
-$13.5K
|
-228
|
-2%
|
|
|
47
|
Argent Trust Co
Nashville,
Tennessee
|
$691K
|
-$32.8K
|
-553
|
-5%
|
|
|
48
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$644K
|
-$23.2K
|
-391
|
-4%
|
|
|
49
|
Wells Fargo
San Francisco,
California
|
$582K
|
-$102K
|
-1,728
|
-16%
|
|
|
50
|
Fidelity Investments
Boston,
Massachusetts
|
$563K
|
+$95.9K
|
+1,618
|
+23%
|
|
