|
476
|
Vise Technologies
New York
|
$218K
|
–
|
–
|
–
|
|
|
477
|
Parcion Private Wealth
Bellevue,
Washington
|
$215K
|
+$186K
|
+3,441
|
New
|
|
|
478
|
Essex Financial Services
Essex,
Connecticut
|
$214K
|
+$186K
|
+3,425
|
New
|
|
|
479
|
Insigneo Advisory Services
Miami,
Florida
|
$213K
|
+$185K
|
+3,413
|
New
|
|
|
480
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$212K
|
-$3.14M
|
-57,941
|
-94%
|
|
|
481
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$212K
|
+$200K
|
+3,687
|
New
|
|
|
482
|
IHT Wealth Management
Chicago,
Illinois
|
$210K
|
-$80.5K
|
-1,485
|
-31%
|
|
|
483
|
KeyBank National Association
Cleveland,
Ohio
|
$208K
|
+$180K
|
+3,329
|
New
|
|
|
484
|
Northwest Wealth Management
Spencer,
Iowa
|
$206K
|
+$179K
|
+3,304
|
New
|
|
|
485
|
BTG Pactual Asset Management US
New York
|
$204K
|
-$72.9K
|
-1,345
|
-29%
|
|
|
486
|
MAI Capital Management
Independence,
Ohio
|
$204K
|
+$102K
|
+1,878
|
+135%
|
|
|
487
|
Beacon Pointe Advisors
Newport Beach,
California
|
$203K
|
+$177K
|
+3,262
|
New
|
|
|
488
|
Optimize Financial
Laguna Hills,
California
|
$201K
|
+$175K
|
+3,225
|
New
|
|
|
489
|
Virtus Investment Advisers
Hartford,
Connecticut
|
$198K
|
-$16.9K
|
-312
|
-9%
|
|
|
490
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$188K
|
–
|
–
|
–
|
|
|
491
|
NBC Securities
Birmingham,
Alabama
|
$176K
|
+$54
|
+1
|
+0%
|
|
|
492
|
Parvin Asset Management
Sioux Falls,
South Dakota
|
$175K
|
–
|
–
|
–
|
|
|
493
|
AssetMark Inc
Concord,
California
|
$165K
|
-$11.3K
|
-209
|
-7%
|
|
|
494
|
PFS Partners
Mine Hill,
New Jersey
|
$153K
|
-$22.5K
|
-416
|
-14%
|
|
|
495
|
Security National Bank
Omaha,
Nebraska
|
$151K
|
-$26.8K
|
-495
|
-17%
|
|
|
496
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$149K
|
-$52.6K
|
-970
|
-29%
|
|
|
497
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$149K
|
-$139K
|
-2,570
|
-52%
|
|
|
498
|
Raleigh Capital Management
Cary,
North Carolina
|
$135K
|
+$6.77K
|
+125
|
+6%
|
|
|
499
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$122K
|
+$46.6K
|
+861
|
+79%
|
|
|
500
|
Root Financial Partners
Encinitas,
California
|
$116K
|
+$71.8K
|
+1,325
|
+247%
|
|
