|
26
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.98M
|
-$389K
|
-5,920
|
-11%
|
|
|
27
|
Keel Point
Huntsville,
Alabama
|
$2.92M
|
–
|
–
|
–
|
|
|
28
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.78M
|
+$2.81M
|
+42,826
|
New
|
|
|
29
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.38M
|
-$478K
|
-7,285
|
-17%
|
|
|
30
|
Choreo LLC
Rockford,
Illinois
|
$2.19M
|
+$2.22M
|
+33,817
|
New
|
|
|
31
|
Stifel Financial
St. Louis,
Missouri
|
$1.73M
|
-$38.1K
|
-580
|
-2%
|
|
|
32
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.67M
|
–
|
–
|
–
|
|
|
33
|
Comerica Bank
Dallas,
Texas
|
$1.55M
|
+$155K
|
+2,368
|
+11%
|
|
|
34
|
Innealta Capital
Austin,
Texas
|
$1.38M
|
-$2.98M
|
-45,456
|
-68%
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$1.36M
|
-$33.7K
|
-513
|
-2%
|
|
|
36
|
Spinnaker Trust
Portland,
Maine
|
$1.34M
|
-$24.2K
|
-369
|
-2%
|
|
|
37
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.32M
|
+$34.5K
|
+525
|
+3%
|
|
|
38
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$1.21M
|
–
|
–
|
–
|
|
|
39
|
Rockefeller Capital Management
New York
|
$1.12M
|
-$514K
|
-7,831
|
-31%
|
|
|
40
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.05M
|
-$172K
|
-2,617
|
-14%
|
|
|
41
|
William Blair & Company
Chicago,
Illinois
|
$1.02M
|
+$75.6K
|
+1,151
|
+8%
|
|
|
42
|
HB Wealth Management
Atlanta,
Georgia
|
$926K
|
+$6.17K
|
+94
|
+0.7%
|
|
|
43
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$899K
|
+$900K
|
+13,708
|
New
|
|
|
44
|
Syon Capital
San Francisco,
California
|
$889K
|
+$22.5K
|
+342
|
+3%
|
|
|
45
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$793K
|
+$456K
|
+6,950
|
+132%
|
|
|
46
|
Fidelity Investments
Boston,
Massachusetts
|
$785K
|
+$43.7K
|
+665
|
+6%
|
|
|
47
|
Bank of New York Mellon
New York
|
$715K
|
-$404K
|
-6,154
|
-36%
|
|
|
48
|
Sapient Capital
Indianapolis,
Indiana
|
$698K
|
-$33.7K
|
-513
|
-5%
|
|
|
49
|
Argent Trust Co
Nashville,
Tennessee
|
$687K
|
+$854
|
+13
|
+0.1%
|
|
|
50
|
Private Trust Company
Cleveland,
Ohio
|
$658K
|
+$18K
|
+274
|
+3%
|
|
