|
501
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$340K
|
+$340K
|
+7,068
|
New
|
|
|
502
|
Envision Financial
Brookfield,
Wisconsin
|
$340K
|
+$340K
|
+7,065
|
New
|
|
|
503
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$340K
|
+$4.52K
|
+94
|
+1%
|
|
|
504
|
Investment Planning Advisors
Cumming,
Georgia
|
$336K
|
+$4.37K
|
+91
|
+1%
|
|
|
505
|
Formidable Asset Management
Cincinnati,
Ohio
|
$331K
|
+$95.4K
|
+1,985
|
+41%
|
|
|
506
|
Independent Wealth Network
Urbandale,
Iowa
|
$325K
|
-$2.55K
|
-53
|
-0.8%
|
|
|
507
|
Brown Brothers Harriman & Co
New York
|
$324K
|
+$243K
|
+5,050
|
+299%
|
|
|
508
|
First Foundation Advisors
Irvine,
California
|
$323K
|
+$625
|
+13
|
+0.2%
|
|
|
509
|
Huntington National Bank
Columbus,
Ohio
|
$318K
|
–
|
–
|
–
|
|
|
510
|
BTS Asset Management
Lincoln,
Massachusetts
|
$317K
|
+$316K
|
+6,578
|
New
|
|
|
511
|
Pinnacle Associates
New York
|
$314K
|
-$21.8K
|
-454
|
-7%
|
|
|
512
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$309K
|
-$45.7K
|
-951
|
-13%
|
|
|
513
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$306K
|
+$5.96K
|
+124
|
+2%
|
|
|
514
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$305K
|
–
|
–
|
–
|
|
|
515
|
First Trust Advisors
Wheaton,
Illinois
|
$304K
|
+$304K
|
+6,318
|
New
|
|
|
516
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$303K
|
-$601K
|
-12,500
|
-67%
|
|
|
517
|
Lazari Capital Management
Woodland Hills,
California
|
$302K
|
–
|
–
|
–
|
|
|
518
|
Objective Capital Management
Pepper Pike,
Ohio
|
$302K
|
+$95.4K
|
+1,984
|
+46%
|
|
|
519
|
Moseley Investment Management
Bradenton,
Florida
|
$301K
|
-$25.9K
|
-538
|
-8%
|
|
|
520
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$299K
|
+$433
|
+9
|
+0.1%
|
|
|
521
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$299K
|
–
|
–
|
–
|
|
|
522
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$296K
|
+$107K
|
+2,225
|
+57%
|
|
|
523
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$295K
|
+$285K
|
+5,935
|
+2,968%
|
|
|
524
|
HB Wealth Management
Atlanta,
Georgia
|
$295K
|
-$69.4K
|
-1,443
|
-19%
|
|
|
525
|
Cypress Wealth Services
Palm Desert,
California
|
$294K
|
+$4.33K
|
+90
|
+1%
|
|
