|
26
|
Keel Point
Huntsville,
Alabama
|
$5.31M
|
+$2.21M
|
+30,732
|
+71%
|
|
|
27
|
PGIM Custom Harvest
Newark,
New Jersey
|
$5.3M
|
-$201K
|
-2,791
|
-4%
|
|
|
28
|
|
$4.51M
|
-$761K
|
-10,563
|
-14%
|
|
|
29
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$3.26M
|
+$50.3K
|
+698
|
+2%
|
|
|
30
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$3.12M
|
-$397K
|
-5,504
|
-11%
|
|
|
31
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.82M
|
-$470K
|
-6,523
|
-14%
|
|
|
32
|
Stifel Financial
St. Louis,
Missouri
|
$2.68M
|
-$597K
|
-8,289
|
-18%
|
|
|
33
|
Choreo LLC
Rockford,
Illinois
|
$2.63M
|
-$132K
|
-1,833
|
-5%
|
|
|
34
|
Bessemer Group
Woodbridge,
New Jersey
|
$2.23M
|
+$1.59M
|
+21,998
|
+239%
|
|
|
35
|
Acima Private Wealth
Richmond,
Virginia
|
$2.04M
|
-$54.9K
|
-762
|
-3%
|
|
|
36
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.8M
|
-$114K
|
-1,586
|
-6%
|
|
|
37
|
Rockefeller Capital Management
New York
|
$1.65M
|
-$204K
|
-2,836
|
-11%
|
|
|
38
|
Comerica Bank
Dallas,
Texas
|
$1.65M
|
-$30K
|
-417
|
-2%
|
|
|
39
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.48M
|
-$494K
|
-6,858
|
-25%
|
|
|
40
|
Truist Financial
Charlotte,
North Carolina
|
$1.42M
|
+$28.5K
|
+396
|
+2%
|
|
|
41
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$1.32M
|
-$54.8K
|
-760
|
-4%
|
|
|
42
|
Fidelity Investments
Boston,
Massachusetts
|
$1.24M
|
+$188K
|
+2,616
|
+18%
|
|
|
43
|
GWN Securities
Palm Beach Gardens,
Florida
|
$1.21M
|
+$1.15M
|
+15,906
|
New
|
|
|
44
|
William Blair & Company
Chicago,
Illinois
|
$1.09M
|
-$9.51K
|
-132
|
-0.9%
|
|
|
45
|
Sunpointe
St. Louis,
Missouri
|
$1.06M
|
+$4.11K
|
+57
|
+0.4%
|
|
|
46
|
Innealta Capital
Austin,
Texas
|
$970K
|
-$555K
|
-7,703
|
-36%
|
|
|
47
|
Hudson Portfolio Management
Garrison,
New York
|
$956K
|
+$199K
|
+2,758
|
+26%
|
|
|
48
|
Syon Capital
San Francisco,
California
|
$928K
|
-$103K
|
-1,428
|
-10%
|
|
|
49
|
Creative Planning
Overland Park,
Kansas
|
$928K
|
+$558K
|
+7,746
|
+149%
|
|
|
50
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$857K
|
–
|
–
|
–
|
|
