|
501
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$337K
|
+$325K
|
+5,192
|
New
|
|
|
502
|
Geneos Wealth Management
Englewood,
Colorado
|
$334K
|
+$1.94K
|
+31
|
+0.6%
|
|
|
503
|
Avantax Planning Partners
Dubuque,
Iowa
|
$331K
|
–
|
–
|
–
|
|
|
504
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$329K
|
–
|
–
|
–
|
|
|
505
|
Catalina Capital Group
Torrance,
California
|
$328K
|
+$317K
|
+5,058
|
New
|
|
|
506
|
Disciplined Investments
Tulsa,
Oklahoma
|
$328K
|
–
|
–
|
–
|
|
|
507
|
Mustard Seed Financial
Magnolia,
Arkansas
|
$325K
|
+$14.7K
|
+235
|
+5%
|
|
|
508
|
Baker Avenue Asset Management
San Francisco,
California
|
$324K
|
–
|
–
|
–
|
|
|
509
|
INVST
Indianapolis,
Indiana
|
$324K
|
-$44.9K
|
-717
|
-13%
|
|
|
510
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$312K
|
+$188
|
+3
|
+0.1%
|
|
|
511
|
Meritas Wealth Management
Larkspur,
California
|
$312K
|
–
|
–
|
–
|
|
|
512
|
BOK Financial Private Wealth
Denver,
Colorado
|
$310K
|
-$33.8K
|
-540
|
-10%
|
|
|
513
|
Atomi Financial Group
New York
|
$309K
|
+$2.5K
|
+40
|
+0.8%
|
|
|
514
|
Arbor Wealth Advisors
Troy,
Michigan
|
$309K
|
–
|
–
|
–
|
|
|
515
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$307K
|
+$2.5K
|
+40
|
+0.8%
|
|
|
516
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$306K
|
+$44.1K
|
+705
|
+18%
|
|
|
517
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$305K
|
+$294K
|
+4,705
|
New
|
|
|
518
|
Lido Advisors
Los Angeles,
California
|
$305K
|
–
|
–
|
–
|
|
|
519
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$302K
|
–
|
–
|
–
|
|
|
520
|
SteelPeak Wealth
Woodland Hills,
California
|
$300K
|
–
|
–
|
–
|
|
|
521
|
Valued Wealth Advisors
Holladay,
Utah
|
$300K
|
+$202K
|
+3,223
|
+229%
|
|
|
522
|
Hanover Advisors
Seneca,
South Carolina
|
$297K
|
-$38.3K
|
-612
|
-12%
|
|
|
523
|
Frank Rimerman Advisors
Palo Alto,
California
|
$297K
|
–
|
–
|
–
|
|
|
524
|
Hilltop Holdings
Dallas,
Texas
|
$295K
|
+$285K
|
+4,551
|
New
|
|
|
525
|
Lynch & Associates
Newburgh,
Indiana
|
$295K
|
+$36.1K
|
+576
|
+14%
|
|
