|
151
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$455K
|
+$32.5K
|
+504
|
+8%
|
|
|
152
|
Insigneo Advisory Services
Miami,
Florida
|
$454K
|
+$185K
|
+2,871
|
+67%
|
|
|
153
|
D.A. Davidson & Co
Great Falls,
Montana
|
$452K
|
+$9.68K
|
+150
|
+2%
|
|
|
154
|
Ancora Advisors
Cleveland,
Ohio
|
$452K
|
-$139K
|
-2,151
|
-23%
|
|
|
155
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$444K
|
-$62.9K
|
-975
|
-12%
|
|
|
156
|
PFG Investments
Woodbury,
New York
|
$442K
|
+$448K
|
+6,950
|
New
|
|
|
157
|
Procyon Advisors
Shelton,
Connecticut
|
$434K
|
+$140K
|
+2,166
|
+46%
|
|
|
158
|
TownSquare Capital
Provo,
Utah
|
$431K
|
-$33.5K
|
-519
|
-7%
|
|
|
159
|
HSBC Holdings
London,
United Kingdom
|
$418K
|
–
|
–
|
–
|
|
|
160
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$416K
|
+$155K
|
+2,400
|
+58%
|
|
|
161
|
Triton Wealth Management
Sun City,
Arizona
|
$415K
|
-$16.1K
|
-250
|
-4%
|
|
|
162
|
Arete Wealth Advisors
Chicago,
Illinois
|
$412K
|
+$11.5K
|
+178
|
+3%
|
|
|
163
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$410K
|
+$61.3K
|
+950
|
+17%
|
|
|
164
|
Intrua Financial
Houston,
Texas
|
$408K
|
–
|
–
|
–
|
|
|
165
|
Wealthspire Advisors (New York)
New York
|
$405K
|
+$1.29K
|
+20
|
+0.3%
|
|
|
166
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$401K
|
–
|
–
|
–
|
|
|
167
|
Pathstone Family Office
Englewood,
New Jersey
|
$387K
|
+$393K
|
+6,095
|
New
|
|
|
168
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$384K
|
-$54.8K
|
-850
|
-12%
|
|
|
169
|
Somerset Group
Wayzata,
Minnesota
|
$375K
|
–
|
–
|
–
|
|
|
170
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$374K
|
+$37.6K
|
+583
|
+11%
|
|
|
171
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$360K
|
+$366K
|
+5,670
|
New
|
|
|
172
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$358K
|
+$365K
|
+5,657
|
New
|
|
|
173
|
Cresset Asset Management
Chicago,
Illinois
|
$354K
|
+$68.6K
|
+1,063
|
+24%
|
|
|
174
|
Oppenheimer & Co
New York
|
$353K
|
+$19K
|
+294
|
+6%
|
|
|
175
|
Wedbush Securities
Los Angeles,
California
|
$352K
|
-$48.6K
|
-754
|
-12%
|
|
