|
51
|
Kingswood Wealth Advisors
San Diego,
California
|
$580K
|
+$303K
|
+3,800
|
+100%
|
|
|
52
|
Requisite Capital Management
Dallas,
Texas
|
$565K
|
-$408K
|
-5,115
|
-41%
|
|
|
53
|
Rothschild Investment LLC
Chicago,
Illinois
|
$524K
|
+$232K
|
+2,900
|
+73%
|
|
|
54
|
Longview Financial Advisors
Huntsville,
Alabama
|
$516K
|
+$24.8K
|
+311
|
+5%
|
|
|
55
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$497K
|
+$1.2K
|
+15
|
+0.2%
|
|
|
56
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$497K
|
-$249K
|
-3,122
|
-32%
|
|
|
57
|
Walker Asset Management
Verona,
Missouri
|
$491K
|
+$4.87K
|
+61
|
+1%
|
|
|
58
|
Worth Asset Management
Dallas,
Texas
|
$483K
|
+$221K
|
+2,768
|
+78%
|
|
|
59
|
Somerset Trust
Somerset,
Pennsylvania
|
$461K
|
-$798
|
-10
|
-0.2%
|
|
|
60
|
Fidelity Investments
Boston,
Massachusetts
|
$439K
|
-$18.2K
|
-228
|
-4%
|
|
|
61
|
SFMG Wealth Advisors
Plano,
Texas
|
$419K
|
–
|
–
|
–
|
|
|
62
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$418K
|
+$2.32K
|
+29
|
+0.5%
|
|
|
63
|
MAI Capital Management
Independence,
Ohio
|
$401K
|
+$419K
|
+5,250
|
New
|
|
|
64
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$381K
|
-$16.5K
|
-207
|
-4%
|
|
|
65
|
OneAscent Financial Services
Birmingham,
Alabama
|
$377K
|
+$394K
|
+4,937
|
New
|
|
|
66
|
Atria Investments
Charlotte,
North Carolina
|
$377K
|
+$106K
|
+1,333
|
+37%
|
|
|
67
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$354K
|
-$4.39K
|
-55
|
-1%
|
|
|
68
|
Sylvest Advisors
Dallas,
Texas
|
$352K
|
+$368K
|
+4,605
|
New
|
|
|
69
|
Truist Financial
Charlotte,
North Carolina
|
$344K
|
-$334K
|
-4,180
|
-48%
|
|
|
70
|
NWAM LLC
Mercer Island,
Washington
|
$335K
|
-$319
|
-4
|
-0.1%
|
|
|
71
|
Strategic Advisors
New York
|
$331K
|
-$125K
|
-1,567
|
-27%
|
|
|
72
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$325K
|
-$5.35K
|
-67
|
-2%
|
|
|
73
|
Comerica Bank
Dallas,
Texas
|
$325K
|
–
|
–
|
–
|
|
|
74
|
Synovus Financial
Columbus,
Georgia
|
$323K
|
-$27K
|
-338
|
-7%
|
|
|
75
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$319K
|
+$320K
|
+4,011
|
New
|
|
