|
51
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$438K
|
+$1.3K
|
+63
|
+0.3%
|
|
|
52
|
CreativeOne Wealth
Overland Park,
Kansas
|
$416K
|
+$413K
|
+20,001
|
New
|
|
|
53
|
Citadel Advisors
Miami,
Florida
|
$384K
|
-$462K
|
-22,334
|
-55%
|
|
|
54
|
&Partners
Nashville,
Tennessee
|
$355K
|
+$353K
|
+17,065
|
New
|
|
|
55
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$316K
|
+$314K
|
+15,190
|
New
|
|
|
56
|
Concurrent Investment Advisors
Tampa,
Florida
|
$316K
|
-$6.68K
|
-323
|
-2%
|
|
|
57
|
Davenport & Co
Richmond,
Virginia
|
$290K
|
+$288K
|
+13,925
|
New
|
|
|
58
|
Argent Trust Co
Nashville,
Tennessee
|
$276K
|
–
|
–
|
–
|
|
|
59
|
Huntington National Bank
Columbus,
Ohio
|
$269K
|
–
|
–
|
–
|
|
|
60
|
Bank of New York Mellon
New York
|
$247K
|
+$245K
|
+11,876
|
New
|
|
|
61
|
Advisory Services Network
Atlanta,
Georgia
|
$227K
|
+$226K
|
+10,935
|
New
|
|
|
62
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$218K
|
+$217K
|
+10,500
|
New
|
|
|
63
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$215K
|
+$10.4K
|
+504
|
+5%
|
|
|
64
|
Vista Investment Partners
Oklahoma City,
Oklahoma
|
$207K
|
–
|
–
|
–
|
|
|
65
|
Comerica Bank
Dallas,
Texas
|
$171K
|
+$140K
|
+6,788
|
+471%
|
|
|
66
|
Raleigh Capital Management
Cary,
North Carolina
|
$138K
|
+$137K
|
+6,626
|
New
|
|
|
67
|
Islay Capital Management
Lubbock,
Texas
|
$93.6K
|
–
|
–
|
–
|
|
|
68
|
Farther Finance Advisors
San Francisco,
California
|
$74.7K
|
-$85.4K
|
-4,133
|
-54%
|
|
|
69
|
Bank of America
Charlotte,
North Carolina
|
$38.2K
|
+$37.9K
|
+1,835
|
New
|
|
|
70
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$22K
|
+$21.9K
|
+1,058
|
New
|
|
|
71
|
Nova Wealth Management
Bonita Springs,
Florida
|
$3.47K
|
+$3.45K
|
+167
|
New
|
|
|
72
|
Fidelity Investments
Boston,
Massachusetts
|
$2.76K
|
+$2.75K
|
+133
|
New
|
|
|
73
|
L.J. Altfest & Co
New York
|
–
|
-$7.64M
|
-368,152
|
Closed
|
|
|
74
|
Fiduciary Trust
Boston,
Massachusetts
|
–
|
-$924K
|
-44,500
|
Closed
|
|
|
75
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$824K
|
-39,685
|
Closed
|
|
