|
51
|
Steward Partners Investment Advisory
New York
|
$775K
|
+$10.3K
|
+719
|
+1%
|
|
|
52
|
UMB Bank
Kansas City,
Missouri
|
$761K
|
+$744K
|
+51,793
|
New
|
|
|
53
|
International Assets Investment Management
Orlando,
Florida
|
$761K
|
+$60.7K
|
+4,223
|
+9%
|
|
|
54
|
Venture Visionary Partners
Sylvania,
Ohio
|
$754K
|
-$43.1K
|
-3,002
|
-6%
|
|
|
55
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$746K
|
+$64.6K
|
+4,495
|
+10%
|
|
|
56
|
Alteri Wealth
Westlake Village,
California
|
$737K
|
+$402
|
+28
|
+0.1%
|
|
|
57
|
GatePass Capital
Independence,
Ohio
|
$676K
|
–
|
–
|
–
|
|
|
58
|
D.A. Davidson & Co
Great Falls,
Montana
|
$654K
|
-$35.8K
|
-2,494
|
-5%
|
|
|
59
|
Forteris Wealth Management
Armonk,
New York
|
$645K
|
+$630K
|
+43,883
|
New
|
|
|
60
|
Ionic Capital Management
New York
|
$630K
|
+$616K
|
+42,861
|
New
|
|
|
61
|
Focused Wealth Management
Newburgh,
New York
|
$618K
|
-$273
|
-19
|
-0%
|
|
|
62
|
Truist Financial
Charlotte,
North Carolina
|
$616K
|
-$115
|
-8
|
-0%
|
|
|
63
|
Cornerstone Advisors
Asheville,
North Carolina
|
$610K
|
-$3.2M
|
-222,783
|
-84%
|
|
|
64
|
Spire Wealth Management
Mclean,
Virginia
|
$606K
|
+$15K
|
+1,041
|
+3%
|
|
|
65
|
Rockefeller Capital Management
New York
|
$583K
|
+$43.6K
|
+3,032
|
+8%
|
|
|
66
|
High Point Wealth Management
Chester,
New Jersey
|
$574K
|
+$561K
|
+39,066
|
New
|
|
|
67
|
Pflug Koory
Omaha,
Nebraska
|
$572K
|
+$26.3K
|
+1,830
|
+5%
|
|
|
68
|
Allworth Financial
Folsom,
California
|
$557K
|
+$6.46K
|
+450
|
+1%
|
|
|
69
|
PMG Family Office
Plano,
Texas
|
$545K
|
+$359
|
+25
|
+0.1%
|
|
|
70
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$542K
|
-$130K
|
-9,057
|
-20%
|
|
|
71
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$540K
|
-$4.31K
|
-300
|
-0.8%
|
|
|
72
|
Leo Wealth LLC
Hurst,
Texas
|
$514K
|
–
|
–
|
–
|
|
|
73
|
Marco Investment Management
Atlanta,
Georgia
|
$504K
|
–
|
–
|
–
|
|
|
74
|
World Equity Group
Schaumburg,
Illinois
|
$493K
|
+$86.7K
|
+6,034
|
+22%
|
|
|
75
|
Hilltop Holdings
Dallas,
Texas
|
$491K
|
+$26.9K
|
+1,869
|
+6%
|
|
