|
501
|
Pinnacle Associates
New York
|
$242K
|
–
|
–
|
–
|
|
|
502
|
KeyBank National Association
Cleveland,
Ohio
|
$239K
|
-$12.8K
|
-107
|
-5%
|
|
|
503
|
BOK Financial Private Wealth
Denver,
Colorado
|
$235K
|
–
|
–
|
–
|
|
|
504
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$234K
|
+$1.19K
|
+10
|
+0.5%
|
|
|
505
|
Augustine Asset Management
Jacksonville,
Florida
|
$232K
|
+$217K
|
+1,823
|
New
|
|
|
506
|
AWM Capital
Phoenix,
Arizona
|
$230K
|
–
|
–
|
–
|
|
|
507
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$229K
|
–
|
–
|
–
|
|
|
508
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$229K
|
–
|
–
|
–
|
|
|
509
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$228K
|
–
|
–
|
–
|
|
|
510
|
Heritage Family Offices
Scottsdale,
Arizona
|
$228K
|
+$213K
|
+1,785
|
New
|
|
|
511
|
Oak Asset Management
Westlake Village,
California
|
$225K
|
+$211K
|
+1,766
|
New
|
|
|
512
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$224K
|
–
|
–
|
–
|
|
|
513
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$223K
|
-$85.9K
|
-720
|
-29%
|
|
|
514
|
Ritholtz Wealth Management
New York
|
$222K
|
+$208K
|
+1,740
|
New
|
|
|
515
|
Verum Partners
Charlotte,
North Carolina
|
$220K
|
–
|
–
|
–
|
|
|
516
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$219K
|
–
|
–
|
–
|
|
|
517
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$219K
|
+$8.95K
|
+75
|
+5%
|
|
|
518
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$219K
|
+$205K
|
+1,716
|
New
|
|
|
519
|
United Advisor Group
Cincinnati,
Ohio
|
$219K
|
+$204K
|
+1,714
|
New
|
|
|
520
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$218K
|
-$239
|
-2
|
-0.1%
|
|
|
521
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$218K
|
+$202K
|
+1,694
|
New
|
|
|
522
|
Bank OZK
Little Rock,
Arkansas
|
$217K
|
+$203K
|
+1,706
|
New
|
|
|
523
|
Colonial River Investments
Midlothian,
Virginia
|
$217K
|
-$5.96K
|
-50
|
-3%
|
|
|
524
|
Axxcess Wealth Management
Carlsbad,
California
|
$217K
|
+$203K
|
+1,703
|
New
|
|
|
525
|
Stonebrook Private
Northville,
Michigan
|
$215K
|
+$201K
|
+1,687
|
New
|
|
