|
476
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$2.17M
|
+$140K
|
+1,289
|
+7%
|
|
|
477
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$2.16M
|
+$28.2K
|
+259
|
+1%
|
|
|
478
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$2.15M
|
+$2.09M
|
+19,225
|
New
|
|
|
479
|
BOK Financial
Tulsa,
Oklahoma
|
$2.15M
|
+$201K
|
+1,849
|
+11%
|
|
|
480
|
Sovereign Financial Group
Stamford,
Connecticut
|
$2.08M
|
+$995K
|
+9,146
|
+97%
|
|
|
481
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$2.08M
|
–
|
–
|
–
|
|
|
482
|
First Command Financial Services
Fort Worth,
Texas
|
$2.06M
|
-$32.6K
|
-300
|
-2%
|
|
|
483
|
Citadel Advisors
Miami,
Florida
|
$2.05M
|
+$1.99M
|
+18,321
|
New
|
|
|
484
|
Leavell Investment Management
Mobile,
Alabama
|
$2.04M
|
-$5.22K
|
-48
|
-0.3%
|
|
|
485
|
Opes Wealth Management
Menlo Park,
California
|
$2.02M
|
+$154K
|
+1,411
|
+8%
|
|
|
486
|
FAS Wealth Partners
Leawood,
Kansas
|
$2.02M
|
+$451K
|
+4,147
|
+30%
|
|
|
487
|
Bowman & Company
Oshkosh,
Wisconsin
|
$2.02M
|
+$1.96M
|
+17,990
|
New
|
|
|
488
|
Vantage Investment Partners
Kansas City,
Missouri
|
$1.99M
|
–
|
–
|
–
|
|
|
489
|
Ascent Group
Virginia Beach,
Virginia
|
$1.98M
|
+$1.96M
|
+18,012
|
New
|
|
|
490
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$1.97M
|
+$191K
|
+1,756
|
+11%
|
|
|
491
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.96M
|
+$3.37K
|
+31
|
+0.2%
|
|
|
492
|
North Star Asset Management
Neenah,
Wisconsin
|
$1.96M
|
+$8.16K
|
+75
|
+0.4%
|
|
|
493
|
Eagle Strategies
New York
|
$1.95M
|
+$1.89M
|
+17,373
|
New
|
|
|
494
|
|
$1.95M
|
–
|
–
|
–
|
|
|
495
|
Clear Perspective Advisors
Aurora,
Illinois
|
$1.94M
|
–
|
–
|
–
|
|
|
496
|
First Command Bank
Fort Worth,
Texas
|
$1.93M
|
–
|
–
|
–
|
|
|
497
|
Cozad Asset Management
Champaign,
Illinois
|
$1.93M
|
–
|
–
|
–
|
|
|
498
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$1.93M
|
+$762
|
+7
|
+0%
|
|
|
499
|
Graypoint LLC
Albany,
New York
|
$1.92M
|
+$751K
|
+6,907
|
+68%
|
|
|
500
|
Soundmark Wealth Management
Kirkland,
Washington
|
$1.91M
|
+$1.09K
|
+10
|
+0.1%
|
|
