|
26
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$3.18M
|
+$403K
|
+6,254
|
+15%
|
|
|
27
|
|
$3.06M
|
-$1.42M
|
-22,033
|
-32%
|
|
|
28
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.94M
|
-$5.41K
|
-84
|
-0.2%
|
|
|
29
|
Keel Point
Huntsville,
Alabama
|
$2.9M
|
–
|
–
|
–
|
|
|
30
|
Stifel Financial
St. Louis,
Missouri
|
$1.82M
|
-$69.7K
|
-1,083
|
-4%
|
|
|
31
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.72M
|
+$417K
|
+6,471
|
+34%
|
|
|
32
|
Rockefeller Capital Management
New York
|
$1.68M
|
+$1.61M
|
+25,072
|
New
|
|
|
33
|
Comerica Bank
Dallas,
Texas
|
$1.44M
|
-$1.36M
|
-21,114
|
-50%
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$1.43M
|
-$833K
|
-12,938
|
-38%
|
|
|
35
|
Spinnaker Trust
Portland,
Maine
|
$1.4M
|
-$13.1K
|
-203
|
-1%
|
|
|
36
|
Cetera Advisor Networks
El Segundo,
California
|
$1.38M
|
-$135K
|
-2,095
|
-9%
|
|
|
37
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.31M
|
+$719K
|
+11,165
|
+132%
|
|
|
38
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.25M
|
+$125K
|
+1,939
|
+12%
|
|
|
39
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$1.25M
|
+$42.1K
|
+654
|
+4%
|
|
|
40
|
Cetera Advisors
Denver,
Colorado
|
$1.24M
|
+$739K
|
+11,481
|
+164%
|
|
|
41
|
Bank of New York Mellon
New York
|
$1.15M
|
+$277K
|
+4,310
|
+34%
|
|
|
42
|
William Blair & Company
Chicago,
Illinois
|
$970K
|
+$25.4K
|
+395
|
+3%
|
|
|
43
|
HB Wealth Management
Atlanta,
Georgia
|
$946K
|
+$3.22K
|
+50
|
+0.4%
|
|
|
44
|
Syon Capital
San Francisco,
California
|
$892K
|
-$283K
|
-4,399
|
-25%
|
|
|
45
|
Fidelity Investments
Boston,
Massachusetts
|
$763K
|
+$169K
|
+2,632
|
+30%
|
|
|
46
|
Sapient Capital
Indianapolis,
Indiana
|
$752K
|
-$99K
|
-1,538
|
-12%
|
|
|
47
|
Northern Trust
Chicago,
Illinois
|
$747K
|
+$720K
|
+11,185
|
New
|
|
|
48
|
Argent Trust Co
Nashville,
Tennessee
|
$706K
|
-$13.5K
|
-210
|
-2%
|
|
|
49
|
Private Trust Company
Cleveland,
Ohio
|
$658K
|
-$84.8K
|
-1,318
|
-12%
|
|
|
50
|
Avidian Wealth Enterprises
Houston,
Texas
|
$556K
|
-$10.1M
|
-157,443
|
-95%
|
|
