|
501
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$321K
|
-$1.17K
|
-12
|
-0.4%
|
|
|
502
|
IFP Advisors
Tampa,
Florida
|
$320K
|
+$56K
|
+575
|
+22%
|
|
|
503
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$319K
|
-$52.6K
|
-540
|
-14%
|
|
|
504
|
CPA Asset Management
West Palm Beach,
Florida
|
$318K
|
–
|
–
|
–
|
|
|
505
|
Wealthstream Advisors
New York
|
$317K
|
-$74.5K
|
-765
|
-19%
|
|
|
506
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$315K
|
–
|
–
|
–
|
|
|
507
|
Neuberger Berman Group
New York
|
$312K
|
–
|
–
|
–
|
|
|
508
|
Wedbush Securities
Los Angeles,
California
|
$312K
|
+$195
|
+2
|
+0.1%
|
|
|
509
|
Brighton Jones LLC
Seattle,
Washington
|
$309K
|
-$40.8K
|
-419
|
-12%
|
|
|
510
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$309K
|
–
|
–
|
–
|
|
|
511
|
SC&H Financial Advisors
Sparks,
Maryland
|
$308K
|
+$973
|
+10
|
+0.3%
|
|
|
512
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$307K
|
-$30.2K
|
-310
|
-9%
|
|
|
513
|
Asset Dedication LLC
San Francisco,
California
|
$303K
|
–
|
–
|
–
|
|
|
514
|
LongView Wealth Management
Atlanta,
Georgia
|
$300K
|
–
|
–
|
–
|
|
|
515
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$296K
|
–
|
–
|
–
|
|
|
516
|
Summit Trail Advisors
New York
|
$292K
|
+$69.7K
|
+716
|
+32%
|
|
|
517
|
Mullaney, Keating & Wright
Middletown,
Connecticut
|
$291K
|
+$973
|
+10
|
+0.3%
|
|
|
518
|
Parsons Capital Management
Providence,
Rhode Island
|
$291K
|
-$45.2K
|
-464
|
-14%
|
|
|
519
|
Bank OZK
Little Rock,
Arkansas
|
$291K
|
–
|
–
|
–
|
|
|
520
|
Atala Financial
Calabasas,
California
|
$289K
|
–
|
–
|
–
|
|
|
521
|
AssetMark Inc
Concord,
California
|
$289K
|
-$683K
|
-7,021
|
-71%
|
|
|
522
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$289K
|
-$11.4K
|
-117
|
-4%
|
|
|
523
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$288K
|
–
|
–
|
–
|
|
|
524
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$286K
|
-$64.5K
|
-663
|
-19%
|
|
|
525
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$285K
|
+$10.1K
|
+104
|
+4%
|
|
