|
26
|
|
$5.19M
|
-$874K
|
-12,010
|
-14%
|
|
|
27
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$3.46M
|
-$952K
|
-13,076
|
-21%
|
|
|
28
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.24M
|
+$824K
|
+11,318
|
+33%
|
|
|
29
|
Stifel Financial
St. Louis,
Missouri
|
$3.23M
|
+$860K
|
+11,808
|
+35%
|
|
|
30
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$3.16M
|
-$161K
|
-2,218
|
-5%
|
|
|
31
|
Keel Point
Huntsville,
Alabama
|
$3.06M
|
–
|
–
|
–
|
|
|
32
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.94M
|
+$124K
|
+1,700
|
+4%
|
|
|
33
|
Choreo LLC
Rockford,
Illinois
|
$2.71M
|
-$12.5K
|
-172
|
-0.4%
|
|
|
34
|
Acima Private Wealth
Richmond,
Virginia
|
$2.07M
|
-$315K
|
-4,331
|
-13%
|
|
|
35
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.94M
|
+$585K
|
+8,030
|
+41%
|
|
|
36
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.93M
|
+$75.7K
|
+1,040
|
+4%
|
|
|
37
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.89M
|
+$236K
|
+3,247
|
+14%
|
|
|
38
|
Rockefeller Capital Management
New York
|
$1.83M
|
+$35.4K
|
+486
|
+2%
|
|
|
39
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.74M
|
–
|
–
|
–
|
|
|
40
|
Comerica Bank
Dallas,
Texas
|
$1.65M
|
+$47K
|
+646
|
+3%
|
|
|
41
|
Innealta Capital
Austin,
Texas
|
$1.5M
|
+$536K
|
+7,359
|
+53%
|
|
|
42
|
Spinnaker Trust
Portland,
Maine
|
$1.42M
|
-$20.5K
|
-282
|
-1%
|
|
|
43
|
Truist Financial
Charlotte,
North Carolina
|
$1.38M
|
+$92.2K
|
+1,267
|
+7%
|
|
|
44
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$1.36M
|
–
|
–
|
–
|
|
|
45
|
MML Investors Services
Springfield,
Massachusetts
|
$1.2M
|
-$100K
|
-1,379
|
-7%
|
|
|
46
|
Bank of New York Mellon
New York
|
$1.19M
|
-$4K
|
-55
|
-0.3%
|
|
|
47
|
William Blair & Company
Chicago,
Illinois
|
$1.09M
|
-$17.5K
|
-240
|
-2%
|
|
|
48
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.05M
|
-$16.8K
|
-231
|
-2%
|
|
|
49
|
Sunpointe
St. Louis,
Missouri
|
$1.04M
|
+$292K
|
+4,011
|
+37%
|
|
|
50
|
Fidelity Investments
Boston,
Massachusetts
|
$1.04M
|
+$145K
|
+1,993
|
+16%
|
|
