|
1001
|
Choate Investment Advisors
Boston,
Massachusetts
|
$495K
|
+$3.8K
|
+13
|
+0.8%
|
|
|
1002
|
Howland Capital Management
Boston,
Massachusetts
|
$495K
|
+$28.3K
|
+97
|
+6%
|
|
|
1003
|
LifePlan Financial
Mankato,
Minnesota
|
$492K
|
+$481K
|
+1,645
|
New
|
|
|
1004
|
Madrona Financial Services
Everett,
Washington
|
$492K
|
+$1.46K
|
+5
|
+0.3%
|
|
|
1005
|
ClearBridge Investments
New York
|
$490K
|
+$479K
|
+1,638
|
New
|
|
|
1006
|
Hudson Portfolio Management
Garrison,
New York
|
$489K
|
–
|
–
|
–
|
|
|
1007
|
Insigneo Advisory Services
Miami,
Florida
|
$488K
|
+$477K
|
+1,631
|
New
|
|
|
1008
|
Davis Investment Partners
Charlotte,
North Carolina
|
$486K
|
–
|
–
|
–
|
|
|
1009
|
Samalin Investment Counsel
Chappaqua,
New York
|
$481K
|
+$134K
|
+460
|
+40%
|
|
|
1010
|
CoreCap Advisors
Southfield,
Michigan
|
$481K
|
-$12.6K
|
-43
|
-3%
|
|
|
1011
|
McGowan Group Asset Management
Dallas,
Texas
|
$480K
|
-$8.77K
|
-30
|
-2%
|
|
|
1012
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$478K
|
-$60.8K
|
-208
|
-12%
|
|
|
1013
|
Petrus Trust Company
Dallas,
Texas
|
$477K
|
+$20.2K
|
+69
|
+5%
|
|
|
1014
|
Diligent Investors
Redlands,
California
|
$475K
|
-$31K
|
-106
|
-6%
|
|
|
1015
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$475K
|
-$584
|
-2
|
-0.1%
|
|
|
1016
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$471K
|
+$460K
|
+1,573
|
New
|
|
|
1017
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$467K
|
-$2.05K
|
-7
|
-0.4%
|
|
|
1018
|
Affinity Investment Advisors
Newport Beach,
California
|
$466K
|
-$66.3K
|
-227
|
-13%
|
|
|
1019
|
Continuum Advisory
Eagle,
Idaho
|
$465K
|
-$52.3K
|
-179
|
-10%
|
|
|
1020
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$465K
|
-$18.1K
|
-62
|
-4%
|
|
|
1021
|
Fisher Asset Management
Camas,
Washington
|
$464K
|
+$62.5K
|
+214
|
+16%
|
|
|
1022
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$464K
|
-$11.4K
|
-39
|
-2%
|
|
|
1023
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$461K
|
-$4.09K
|
-14
|
-0.9%
|
|
|
1024
|
Wealthspire Advisors (New York)
New York
|
$460K
|
+$47.6K
|
+163
|
+12%
|
|
|
1025
|
XTX Topco
George Town,
Cayman Islands
|
$458K
|
+$23.4K
|
+80
|
+6%
|
|
