|
701
|
Parcion Private Wealth
Bellevue,
Washington
|
$230K
|
-$4.19M
|
-25,616
|
-95%
|
|
|
702
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$230K
|
-$4.74K
|
-29
|
-2%
|
|
|
703
|
Lindbrook Capital
Calabasas,
California
|
$230K
|
+$6.05K
|
+37
|
+3%
|
|
|
704
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$228K
|
–
|
–
|
–
|
|
|
705
|
SOL Capital Management
Rockville,
Maryland
|
$227K
|
–
|
–
|
–
|
|
|
706
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$226K
|
-$93.9K
|
-574
|
-29%
|
|
|
707
|
LVM Capital Management
Portage,
Michigan
|
$226K
|
–
|
–
|
–
|
|
|
708
|
United Bank (Virginia)
Vienna,
Virginia
|
$223K
|
+$222K
|
+1,357
|
New
|
|
|
709
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$222K
|
–
|
–
|
–
|
|
|
710
|
Texas Capital Bancshares
Dallas,
Texas
|
$222K
|
–
|
–
|
–
|
|
|
711
|
Minot Wealth Management
Westwood,
Massachusetts
|
$219K
|
+$654
|
+4
|
+0.3%
|
|
|
712
|
Heron Financial Group
New York
|
$218K
|
–
|
–
|
–
|
|
|
713
|
Sanders Morris Harris
Houston,
Texas
|
$218K
|
–
|
–
|
–
|
|
|
714
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$217K
|
–
|
–
|
–
|
|
|
715
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$217K
|
+$214K
|
+1,310
|
New
|
|
|
716
|
Legacy Wealth Planning
Reno,
Nevada
|
$216K
|
–
|
–
|
–
|
|
|
717
|
Anchor Investment Management
Columbia,
South Carolina
|
$216K
|
-$8.18K
|
-50
|
-4%
|
|
|
718
|
Keel Point
Huntsville,
Alabama
|
$215K
|
+$214K
|
+1,308
|
New
|
|
|
719
|
Harvey Investment Company
Louisville,
Kentucky
|
$214K
|
–
|
–
|
–
|
|
|
720
|
SeaCrest Wealth Management
Purchase,
New York
|
$213K
|
-$16.4K
|
-100
|
-7%
|
|
|
721
|
Graypoint LLC
Albany,
New York
|
$213K
|
-$4.91K
|
-30
|
-2%
|
|
|
722
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$213K
|
–
|
–
|
–
|
|
|
723
|
Parthenon LLC
Louisville,
Kentucky
|
$213K
|
–
|
–
|
–
|
|
|
724
|
Shufro Rose & Co
New York
|
$213K
|
–
|
–
|
–
|
|
|
725
|
TDAM USA
Toronto,
Ontario, Canada
|
$209K
|
–
|
–
|
–
|
|
