|
476
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$250K
|
–
|
–
|
–
|
|
|
477
|
Heritage Family Offices
Scottsdale,
Arizona
|
$250K
|
+$250K
|
+2,832
|
New
|
|
|
478
|
Eight 31 Financial
Midland,
Texas
|
$249K
|
-$6.96K
|
-79
|
-3%
|
|
|
479
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$248K
|
-$51.9K
|
-589
|
-17%
|
|
|
480
|
Bank of New York Mellon
New York
|
$247K
|
+$247K
|
+2,808
|
New
|
|
|
481
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$247K
|
–
|
–
|
–
|
|
|
482
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$247K
|
-$23K
|
-261
|
-9%
|
|
|
483
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$243K
|
+$793
|
+9
|
+0.3%
|
|
|
484
|
Peak Planning Group
Centennial,
Colorado
|
$238K
|
+$238K
|
+2,704
|
New
|
|
|
485
|
Klingman & Associates
New York
|
$237K
|
–
|
–
|
–
|
|
|
486
|
Greenhouse Wealth Management
Westport,
Connecticut
|
$237K
|
+$1.15K
|
+13
|
+0.5%
|
|
|
487
|
Pinnacle Associates
New York
|
$237K
|
-$1.32K
|
-15
|
-0.6%
|
|
|
488
|
HeadInvest LLC
Portland,
Maine
|
$236K
|
–
|
–
|
–
|
|
|
489
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$234K
|
+$1.06K
|
+12
|
+0.5%
|
|
|
490
|
Brighton Jones LLC
Seattle,
Washington
|
$233K
|
+$4.14K
|
+47
|
+2%
|
|
|
491
|
Helen Stephens Group
Fort Worth,
Texas
|
$232K
|
+$232K
|
+2,632
|
New
|
|
|
492
|
Elevatus Welath Management
Victor,
New York
|
$231K
|
+$176
|
+2
|
+0.1%
|
|
|
493
|
Diversified
Wilmington,
Delaware
|
$230K
|
+$230K
|
+2,612
|
New
|
|
|
494
|
ICA Group Wealth Management
Denver,
Colorado
|
$229K
|
-$4.84M
|
-54,879
|
-95%
|
|
|
495
|
Plancorp LLC
Saint Louis,
Missouri
|
$229K
|
+$31.2K
|
+354
|
+16%
|
|
|
496
|
Optimum Investment Advisors
Chicago,
Illinois
|
$229K
|
–
|
–
|
–
|
|
|
497
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$229K
|
-$4.41K
|
-50
|
-2%
|
|
|
498
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$222K
|
-$13.2K
|
-150
|
-6%
|
|
|
499
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$220K
|
-$8.4M
|
-95,338
|
-97%
|
|
|
500
|
Evanson Asset Management
Carmel,
California
|
$218K
|
+$1.06K
|
+12
|
+0.5%
|
|
