|
451
|
Parcion Private Wealth
Bellevue,
Washington
|
$561K
|
+$543K
|
+37,227
|
New
|
|
|
452
|
&Partners
Nashville,
Tennessee
|
$558K
|
+$42.2K
|
+2,891
|
+8%
|
|
|
453
|
Waverly Advisors
Birmingham,
Alabama
|
$553K
|
+$535K
|
+36,650
|
New
|
|
|
454
|
Parallel Advisors
San Francisco,
California
|
$552K
|
-$4.26K
|
-292
|
-0.8%
|
|
|
455
|
Adalta Capital Management
New York
|
$551K
|
–
|
–
|
–
|
|
|
456
|
Capital Group Private Client Services
Los Angeles,
California
|
$538K
|
-$9.65M
|
-661,532
|
-95%
|
|
|
457
|
Motiv8 Investments
Port St. Lucie,
Florida
|
$536K
|
+$1.4K
|
+96
|
+0.3%
|
|
|
458
|
Canada Post Corporation Pension Plan
Toronto,
Canada
|
$523K
|
–
|
–
|
–
|
|
|
459
|
Kera Capital Partners
San Jose,
California
|
$521K
|
+$253K
|
+17,362
|
+101%
|
|
|
460
|
Diversify Wealth Management
Sandy,
Utah
|
$518K
|
-$65.1K
|
-4,462
|
-12%
|
|
|
461
|
Crossmark Global Holdings
Houston,
Texas
|
$517K
|
-$805K
|
-55,219
|
-62%
|
|
|
462
|
Rockefeller Capital Management
New York
|
$515K
|
-$386K
|
-26,435
|
-44%
|
|
|
463
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$510K
|
-$104K
|
-7,117
|
-17%
|
|
|
464
|
Atria Investments
Charlotte,
North Carolina
|
$510K
|
-$513K
|
-35,139
|
-51%
|
|
|
465
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$508K
|
+$491K
|
+33,680
|
New
|
|
|
466
|
Oppenheimer & Co
New York
|
$502K
|
-$22.6K
|
-1,549
|
-4%
|
|
|
467
|
TD Private Client Wealth
New York
|
$498K
|
-$260K
|
-17,793
|
-35%
|
|
|
468
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$498K
|
+$450K
|
+30,866
|
New
|
|
|
469
|
Venturi Wealth Management
Austin,
Texas
|
$491K
|
-$24.1K
|
-1,649
|
-5%
|
|
|
470
|
United Capital Financial Advisors
Irving,
Texas
|
$483K
|
+$185K
|
+12,676
|
+66%
|
|
|
471
|
Global Endowment Management
Charlotte,
North Carolina
|
$477K
|
+$89.6K
|
+6,144
|
+24%
|
|
|
472
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$471K
|
+$963
|
+66
|
+0.2%
|
|
|
473
|
Siemens Fonds Invest
Munich,
Germany
|
$466K
|
–
|
–
|
–
|
|
|
474
|
Stenahm Asset Management
Guernsey
|
$466K
|
+$451K
|
+30,900
|
New
|
|
|
475
|
44 Wealth Management
Eugene,
Oregon
|
$465K
|
-$336K
|
-23,021
|
-43%
|
|
