|
501
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$374K
|
+$138
|
+4
|
+0%
|
|
|
502
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$373K
|
+$36.2K
|
+1,049
|
+10%
|
|
|
503
|
9258 Wealth Management
Blue Ash,
Ohio
|
$370K
|
-$59K
|
-1,712
|
-13%
|
|
|
504
|
55I LLC
Boston,
Massachusetts
|
$365K
|
+$395K
|
+11,447
|
New
|
|
|
505
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$364K
|
–
|
–
|
–
|
|
|
506
|
CIBC World Market
Toronto,
Ontario, Canada
|
$363K
|
-$35.8K
|
-1,040
|
-8%
|
|
|
507
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$355K
|
+$383K
|
+11,108
|
New
|
|
|
508
|
Caprock Group
Boise,
Idaho
|
$353K
|
+$57.3K
|
+1,662
|
+18%
|
|
|
509
|
Ardent Capital Management
Cincinnati,
Ohio
|
$352K
|
–
|
–
|
–
|
|
|
510
|
Arete Wealth Advisors
Chicago,
Illinois
|
$352K
|
+$20.5K
|
+594
|
+6%
|
|
|
511
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$350K
|
-$42.5K
|
-1,232
|
-10%
|
|
|
512
|
Aspire Private Capital
Cornelius,
North Carolina
|
$349K
|
–
|
–
|
–
|
|
|
513
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$349K
|
+$38.8K
|
+1,127
|
+12%
|
|
|
514
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$343K
|
-$486K
|
-14,106
|
-57%
|
|
|
515
|
Pitcairn
Conshohocken,
Pennsylvania
|
$341K
|
-$8.27K
|
-240
|
-2%
|
|
|
516
|
HB Wealth Management
Atlanta,
Georgia
|
$337K
|
+$34.1K
|
+989
|
+10%
|
|
|
517
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$335K
|
+$33K
|
+957
|
+10%
|
|
|
518
|
Ancora Advisors
Cleveland,
Ohio
|
$330K
|
–
|
–
|
–
|
|
|
519
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$329K
|
-$137K
|
-3,971
|
-28%
|
|
|
520
|
Sterling Investment Counsel
Buffalo,
New York
|
$326K
|
+$12.6K
|
+365
|
+4%
|
|
|
521
|
Brown Advisory
Baltimore,
Maryland
|
$325K
|
+$2K
|
+58
|
+0.6%
|
|
|
522
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$324K
|
-$4.65K
|
-135
|
-1%
|
|
|
523
|
Metis Global Partners
San Diego,
California
|
$324K
|
+$724
|
+21
|
+0.2%
|
|
|
524
|
Clarius Group LLC
Seattle,
Washington
|
$324K
|
+$13K
|
+376
|
+4%
|
|
|
525
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$320K
|
+$21.4K
|
+620
|
+7%
|
|
