|
51
|
Steward Partners Investment Advisory
New York
|
$751K
|
+$21.8K
|
+1,542
|
+3%
|
|
|
52
|
Alteri Wealth
Westlake Village,
California
|
$723K
|
+$30K
|
+2,125
|
+4%
|
|
|
53
|
D.A. Davidson & Co
Great Falls,
Montana
|
$679K
|
-$22.4K
|
-1,583
|
-3%
|
|
|
54
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$668K
|
+$198K
|
+13,986
|
+43%
|
|
|
55
|
International Assets Investment Management
Orlando,
Florida
|
$665K
|
+$2.37K
|
+168
|
+0.4%
|
|
|
56
|
GatePass Capital
Independence,
Ohio
|
$664K
|
-$170K
|
-12,000
|
-21%
|
|
|
57
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$664K
|
-$20.3K
|
-1,438
|
-3%
|
|
|
58
|
Focused Wealth Management
Newburgh,
New York
|
$608K
|
-$4.12M
|
-291,794
|
-87%
|
|
|
59
|
Truist Financial
Charlotte,
North Carolina
|
$605K
|
+$9.13K
|
+646
|
+2%
|
|
|
60
|
Spire Wealth Management
Mclean,
Virginia
|
$581K
|
+$40.1K
|
+2,838
|
+8%
|
|
|
61
|
PMG Family Office
Plano,
Texas
|
$545K
|
+$523K
|
+37,027
|
New
|
|
|
62
|
Allworth Financial
Folsom,
California
|
$540K
|
+$7.98K
|
+565
|
+2%
|
|
|
63
|
Pflug Koory
Omaha,
Nebraska
|
$536K
|
+$48.4K
|
+3,426
|
+10%
|
|
|
64
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$534K
|
-$2.97K
|
-210
|
-0.6%
|
|
|
65
|
Rockefeller Capital Management
New York
|
$529K
|
+$30K
|
+2,124
|
+6%
|
|
|
66
|
Leo Wealth LLC
Hurst,
Texas
|
$505K
|
–
|
–
|
–
|
|
|
67
|
Marco Investment Management
Atlanta,
Georgia
|
$495K
|
+$98.9K
|
+7,000
|
+26%
|
|
|
68
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$470K
|
-$48.3K
|
-3,417
|
-9%
|
|
|
69
|
Wolverine Asset Management
Chicago,
Illinois
|
$457K
|
+$447K
|
+31,629
|
New
|
|
|
70
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$456K
|
+$6.34K
|
+449
|
+1%
|
|
|
71
|
Hilltop Holdings
Dallas,
Texas
|
$455K
|
-$114K
|
-8,097
|
-20%
|
|
|
72
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$440K
|
+$9.34K
|
+661
|
+2%
|
|
|
73
|
Focus Partners Wealth
Boston,
Massachusetts
|
$438K
|
+$2.77K
|
+196
|
+0.7%
|
|
|
74
|
NBC Securities
Birmingham,
Alabama
|
$417K
|
–
|
–
|
–
|
|
|
75
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$406K
|
+$6.99K
|
+495
|
+2%
|
|
