|
501
|
BOK Financial Private Wealth
Denver,
Colorado
|
$216K
|
–
|
–
|
–
|
|
|
502
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$214K
|
+$203K
|
+1,825
|
New
|
|
|
503
|
IFP Advisors
Tampa,
Florida
|
$212K
|
+$80.7K
|
+725
|
+67%
|
|
|
504
|
AWM Capital
Phoenix,
Arizona
|
$211K
|
+$201K
|
+1,803
|
New
|
|
|
505
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$211K
|
+$200K
|
+1,800
|
New
|
|
|
506
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$209K
|
+$199K
|
+1,785
|
New
|
|
|
507
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$208K
|
-$349K
|
-3,134
|
-64%
|
|
|
508
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$206K
|
-$20.4K
|
-183
|
-9%
|
|
|
509
|
Colonial River Investments
Midlothian,
Virginia
|
$205K
|
+$195K
|
+1,753
|
New
|
|
|
510
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$205K
|
-$91.6K
|
-823
|
-32%
|
|
|
511
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$205K
|
+$195K
|
+1,751
|
New
|
|
|
512
|
Verum Partners
Charlotte,
North Carolina
|
$202K
|
-$147K
|
-1,320
|
-43%
|
|
|
513
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$201K
|
+$191K
|
+1,719
|
New
|
|
|
514
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$200K
|
+$190K
|
+1,709
|
New
|
|
|
515
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$193K
|
-$667
|
-6
|
-0.4%
|
|
|
516
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$188K
|
–
|
–
|
–
|
|
|
517
|
Centerpoint Advisors
Needham,
Massachusetts
|
$180K
|
+$1K
|
+9
|
+0.6%
|
|
|
518
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$179K
|
–
|
–
|
–
|
|
|
519
|
Barrett & Company
Providence,
Rhode Island
|
$176K
|
–
|
–
|
–
|
|
|
520
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$173K
|
–
|
–
|
–
|
|
|
521
|
Tortoise Investment Management
White Plains,
New York
|
$169K
|
+$85.3K
|
+767
|
+114%
|
|
|
522
|
Allspring Global Investments
Charlotte,
North Carolina
|
$168K
|
-$2.49M
|
-22,350
|
-94%
|
|
|
523
|
Ballast Advisors
Woodbury,
Minnesota
|
$163K
|
–
|
–
|
–
|
|
|
524
|
First Horizon Advisors
Memphis,
Tennessee
|
$161K
|
+$18.4K
|
+165
|
+14%
|
|
|
525
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$150K
|
–
|
–
|
–
|
|
