|
526
|
SVB Wealth
Boston,
Massachusetts
|
$505K
|
-$119K
|
-2,141
|
-20%
|
|
|
527
|
Axxcess Wealth Management
Carlsbad,
California
|
$501K
|
+$221K
|
+3,967
|
+84%
|
|
|
528
|
Portland Global Advisors
Portland,
Maine
|
$501K
|
–
|
–
|
–
|
|
|
529
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$500K
|
+$483K
|
+8,677
|
New
|
|
|
530
|
Vontobel Holding
Zurich,
Switzerland
|
$499K
|
–
|
–
|
–
|
|
|
531
|
Root Financial Partners
Encinitas,
California
|
$495K
|
+$119K
|
+2,134
|
+33%
|
|
|
532
|
Denver Wealth Management
Denver,
Colorado
|
$494K
|
+$477K
|
+8,582
|
New
|
|
|
533
|
Wedbush Securities
Los Angeles,
California
|
$486K
|
+$470K
|
+8,441
|
New
|
|
|
534
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$482K
|
+$466K
|
+8,380
|
New
|
|
|
535
|
TFO Wealth Partners
Maumee,
Ohio
|
$476K
|
–
|
–
|
–
|
|
|
536
|
ASB Consultores
Aventura,
Florida
|
$473K
|
+$197K
|
+3,539
|
+76%
|
|
|
537
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$472K
|
-$2.89K
|
-52
|
-0.6%
|
|
|
538
|
Dentgroup
Baton Rouge,
Louisiana
|
$471K
|
+$455K
|
+8,178
|
New
|
|
|
539
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$468K
|
–
|
–
|
–
|
|
|
540
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$464K
|
+$448K
|
+8,060
|
New
|
|
|
541
|
Keel Point
Huntsville,
Alabama
|
$461K
|
–
|
–
|
–
|
|
|
542
|
Marcum Wealth
Cleveland,
Ohio
|
$459K
|
+$444K
|
+7,973
|
New
|
|
|
543
|
Virtue Capital Management
Brentwood,
Tennessee
|
$456K
|
+$65.8K
|
+1,183
|
+17%
|
|
|
544
|
KeyBank National Association
Cleveland,
Ohio
|
$453K
|
+$437K
|
+7,862
|
New
|
|
|
545
|
Vident Advisory
Alpharetta,
Georgia
|
$451K
|
-$11.6K
|
-209
|
-3%
|
|
|
546
|
Beacon Pointe Advisors
Newport Beach,
California
|
$450K
|
+$16.5K
|
+296
|
+4%
|
|
|
547
|
SJS Investment Consulting
Sylvania,
Ohio
|
$449K
|
-$9.18K
|
-165
|
-2%
|
|
|
548
|
Redwood Investment Management
Scottsdale,
Arizona
|
$445K
|
+$430K
|
+7,737
|
New
|
|
|
549
|
EQ LLC
Bellevue,
Washington
|
$439K
|
+$424K
|
+7,630
|
New
|
|
|
550
|
Sovereign Financial Group
Stamford,
Connecticut
|
$432K
|
+$212K
|
+3,804
|
+103%
|
|
