|
501
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$658K
|
+$13K
|
+97
|
+2%
|
|
|
502
|
Oppenheimer & Co
New York
|
$656K
|
+$650K
|
+4,848
|
New
|
|
|
503
|
Csenge Advisory Group
Clearwater,
Florida
|
$655K
|
-$92.4K
|
-689
|
-12%
|
|
|
504
|
G2 Capital Management
Columbus,
Ohio
|
$653K
|
–
|
–
|
–
|
|
|
505
|
Pathstone Family Office
Englewood,
New Jersey
|
$648K
|
+$5.63K
|
+42
|
+0.8%
|
|
|
506
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$647K
|
-$28.2K
|
-210
|
-4%
|
|
|
507
|
US Financial Advisors
Braintree,
Massachusetts
|
$646K
|
+$641K
|
+4,778
|
New
|
|
|
508
|
Essex Financial Services
Essex,
Connecticut
|
$641K
|
+$209K
|
+1,558
|
+49%
|
|
|
509
|
Valmark Advisers
Akron,
Ohio
|
$637K
|
-$202K
|
-1,506
|
-24%
|
|
|
510
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$634K
|
-$26.4K
|
-197
|
-4%
|
|
|
511
|
Zions Bancorporation
Salt Lake City,
Utah
|
$632K
|
–
|
–
|
–
|
|
|
512
|
Cadence Bank
Tupelo,
Mississippi
|
$629K
|
+$3.89K
|
+29
|
+0.6%
|
|
|
513
|
Facet Wealth Inc
Baltimore,
Maryland
|
$623K
|
-$81.7M
|
-609,357
|
-99%
|
|
|
514
|
Financial Alternatives
La Jolla,
California
|
$620K
|
+$615K
|
+4,582
|
New
|
|
|
515
|
Narus Financial Partners
Salt Lake City,
Utah
|
$610K
|
+$71.2K
|
+531
|
+13%
|
|
|
516
|
Northwest Bancshares
Warren,
Pennsylvania
|
$605K
|
-$4.03K
|
-30
|
-0.7%
|
|
|
517
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$599K
|
-$9.12K
|
-68
|
-2%
|
|
|
518
|
Founders Financial Securities
Towson,
Maryland
|
$599K
|
+$939
|
+7
|
+0.2%
|
|
|
519
|
North Star Investment Management
Chicago,
Illinois
|
$598K
|
+$8.99K
|
+67
|
+2%
|
|
|
520
|
SVB Wealth
Boston,
Massachusetts
|
$598K
|
+$18.5K
|
+138
|
+3%
|
|
|
521
|
IEQ Capital
Foster City,
California
|
$596K
|
+$18.6K
|
+139
|
+3%
|
|
|
522
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$593K
|
-$73.8K
|
-550
|
-11%
|
|
|
523
|
Waller Financial Planning Group
Columbus,
Ohio
|
$591K
|
-$218K
|
-1,625
|
-27%
|
|
|
524
|
NorthRock Partners
Minneapolis,
Minnesota
|
$587K
|
+$268
|
+2
|
+0%
|
|
|
525
|
Lido Advisors
Los Angeles,
California
|
$583K
|
-$11.8K
|
-88
|
-2%
|
|
