|
51
|
EFG Asset Management (Americas)
Miami,
Florida
|
$1.04M
|
–
|
–
|
–
|
|
|
52
|
Patten Group
Chattanooga,
Tennessee
|
$1.03M
|
-$128K
|
-4,000
|
-11%
|
|
|
53
|
PRW Wealth Management
Quincy,
Massachusetts
|
$1.03M
|
+$1.03M
|
+32,079
|
New
|
|
|
54
|
EP Wealth Advisors
Torrance,
California
|
$973K
|
-$366K
|
-11,405
|
-27%
|
|
|
55
|
Truist Financial
Charlotte,
North Carolina
|
$939K
|
+$146K
|
+4,548
|
+19%
|
|
|
56
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$913K
|
+$5.61K
|
+175
|
+0.6%
|
|
|
57
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$792K
|
–
|
–
|
–
|
|
|
58
|
Modus Advisors
Excelsior,
Minnesota
|
$778K
|
+$62.3K
|
+1,944
|
+9%
|
|
|
59
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$754K
|
+$20.3K
|
+632
|
+3%
|
|
|
60
|
Comerica Bank
Dallas,
Texas
|
$714K
|
–
|
–
|
–
|
|
|
61
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$585K
|
-$334K
|
-10,412
|
-36%
|
|
|
62
|
Cooper Financial Group
Irvine,
California
|
$505K
|
+$73.5K
|
+2,291
|
+17%
|
|
|
63
|
MML Investors Services
Springfield,
Massachusetts
|
$466K
|
-$28.1K
|
-875
|
-6%
|
|
|
64
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$453K
|
+$40.1K
|
+1,251
|
+10%
|
|
|
65
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$425K
|
+$36.2K
|
+1,129
|
+9%
|
|
|
66
|
CX Institutional
Auburn,
Indiana
|
$381K
|
+$5.23K
|
+163
|
+1%
|
|
|
67
|
BTS Asset Management
Lincoln,
Massachusetts
|
$355K
|
+$352K
|
+10,992
|
New
|
|
|
68
|
Stephens Inc
Little Rock,
Arkansas
|
$350K
|
–
|
–
|
–
|
|
|
69
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$321K
|
+$58.3K
|
+1,818
|
+22%
|
|
|
70
|
Wealthspire Advisors (New York)
New York
|
$312K
|
+$310K
|
+9,681
|
New
|
|
|
71
|
Kestra Advisory Services
Austin,
Texas
|
$285K
|
-$6.41K
|
-200
|
-2%
|
|
|
72
|
Hollencrest Capital Management
Newport Beach,
California
|
$279K
|
+$23.7K
|
+738
|
+9%
|
|
|
73
|
Sequoia Financial Advisors
Akron,
Ohio
|
$269K
|
–
|
–
|
–
|
|
|
74
|
Belpointe Asset Management
Reno,
Nevada
|
$267K
|
+$866
|
+27
|
+0.3%
|
|
|
75
|
CreativeOne Wealth
Overland Park,
Kansas
|
$259K
|
+$20.2K
|
+630
|
+9%
|
|
