|
76
|
SVB Wealth
Boston,
Massachusetts
|
$5.76M
|
+$5.71M
|
+53,964
|
New
|
|
|
77
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.76M
|
+$88.5K
|
+837
|
+2%
|
|
|
78
|
UBS Group
Zurich,
Switzerland
|
$5.75M
|
+$308K
|
+2,912
|
+6%
|
|
|
79
|
OneAscent Financial Services
Birmingham,
Alabama
|
$5.73M
|
-$5.63M
|
-53,274
|
-50%
|
|
|
80
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$5.69M
|
-$933K
|
-8,820
|
-14%
|
|
|
81
|
Whittier Trust
South Pasadena,
California
|
$5.51M
|
-$214K
|
-2,023
|
-4%
|
|
|
82
|
Truist Financial
Charlotte,
North Carolina
|
$5.44M
|
-$3.37M
|
-31,860
|
-38%
|
|
|
83
|
Raffa Wealth Management
Washington,
District of Columbia
|
$5.44M
|
+$38.6K
|
+365
|
+0.7%
|
|
|
84
|
Atria Investments
Charlotte,
North Carolina
|
$5.17M
|
+$131K
|
+1,242
|
+3%
|
|
|
85
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$5.16M
|
-$21K
|
-199
|
-0.4%
|
|
|
86
|
Congress Wealth Management
Boston,
Massachusetts
|
$5.11M
|
+$608K
|
+5,746
|
+14%
|
|
|
87
|
Avantax Advisory Services
Dallas,
Texas
|
$5.05M
|
+$535K
|
+5,062
|
+12%
|
|
|
88
|
Tucker Asset Management
Littleton,
Colorado
|
$5.01M
|
-$442K
|
-4,181
|
-8%
|
|
|
89
|
HSBC Holdings
London,
United Kingdom
|
$5M
|
-$102K
|
-965
|
-2%
|
|
|
90
|
1ST Source Bank
South Bend,
Indiana
|
$4.89M
|
-$269K
|
-2,547
|
-5%
|
|
|
91
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$4.75M
|
+$118K
|
+1,116
|
+3%
|
|
|
92
|
Commerce Bank
Kansas City,
Missouri
|
$4.68M
|
-$461K
|
-4,356
|
-9%
|
|
|
93
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$4.56M
|
+$134K
|
+1,263
|
+3%
|
|
|
94
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$4.55M
|
+$255K
|
+2,412
|
+6%
|
|
|
95
|
Private Advisor Group
Morristown,
New Jersey
|
$4.37M
|
-$530K
|
-5,013
|
-11%
|
|
|
96
|
Severin Investments
St. Louis,
Missouri
|
$4.3M
|
-$265K
|
-2,501
|
-6%
|
|
|
97
|
|
$4.23M
|
+$4.19M
|
+39,609
|
New
|
|
|
98
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$4.14M
|
+$266K
|
+2,516
|
+7%
|
|
|
99
|
Ameriprise
Minneapolis,
Minnesota
|
$4.05M
|
-$101K
|
-957
|
-2%
|
|
|
100
|
Wealthstar Advisors
Plano,
Texas
|
$3.88M
|
-$1.25M
|
-11,783
|
-24%
|
|
