|
51
|
OneAscent Financial Services
Birmingham,
Alabama
|
$964K
|
+$70.3K
|
+980
|
+8%
|
|
|
52
|
HighTower Advisors
Chicago,
Illinois
|
$901K
|
+$12.4K
|
+173
|
+1%
|
|
|
53
|
Intrua Financial
Houston,
Texas
|
$883K
|
–
|
–
|
–
|
|
|
54
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$859K
|
-$40.8K
|
-569
|
-4%
|
|
|
55
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$839K
|
+$861K
|
+12,006
|
New
|
|
|
56
|
Modera Wealth Management
Westwood,
New Jersey
|
$830K
|
–
|
–
|
–
|
|
|
57
|
Stifel Financial
St. Louis,
Missouri
|
$827K
|
-$134K
|
-1,868
|
-14%
|
|
|
58
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$823K
|
-$196K
|
-2,734
|
-19%
|
|
|
59
|
Falcon Wealth Planning
Ontario,
California
|
$814K
|
+$3.23K
|
+45
|
+0.4%
|
|
|
60
|
|
$812K
|
+$30.6K
|
+427
|
+4%
|
|
|
61
|
Brightwater Advisory
Tampa,
Florida
|
$789K
|
-$13.6K
|
-190
|
-2%
|
|
|
62
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$681K
|
-$236K
|
-3,284
|
-25%
|
|
|
63
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$663K
|
-$137K
|
-1,905
|
-17%
|
|
|
64
|
Steward Partners Investment Advisory
New York
|
$657K
|
–
|
–
|
–
|
|
|
65
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$645K
|
–
|
–
|
–
|
|
|
66
|
Kestra Private Wealth Services
Austin,
Texas
|
$620K
|
+$123K
|
+1,709
|
+24%
|
|
|
67
|
Beacon Pointe Advisors
Newport Beach,
California
|
$615K
|
+$631K
|
+8,800
|
New
|
|
|
68
|
Rockefeller Capital Management
New York
|
$593K
|
+$287
|
+4
|
+0%
|
|
|
69
|
Beacon Financial Group
Dallas,
Texas
|
$536K
|
-$43.1K
|
-601
|
-7%
|
|
|
70
|
Jones Financial Companies
Des Peres,
Missouri
|
$523K
|
+$39.5K
|
+550
|
+8%
|
|
|
71
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$485K
|
+$203K
|
+2,829
|
+69%
|
|
|
72
|
Allen Capital Group
Grand Island,
Nebraska
|
$480K
|
–
|
–
|
–
|
|
|
73
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$475K
|
–
|
–
|
–
|
|
|
74
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$451K
|
–
|
–
|
–
|
|
|
75
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$437K
|
+$1.08K
|
+15
|
+0.2%
|
|
