|
351
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$973K
|
+$67.7K
|
+706
|
+7%
|
|
|
352
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$969K
|
+$42.7K
|
+445
|
+4%
|
|
|
353
|
Planning Alternatives
Birmingham,
Michigan
|
$966K
|
–
|
–
|
–
|
|
|
354
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$944K
|
+$96
|
+1
|
+0%
|
|
|
355
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$942K
|
-$923K
|
-9,623
|
-48%
|
|
|
356
|
Private Trust Company
Cleveland,
Ohio
|
$937K
|
+$1.01M
|
+10,522
|
New
|
|
|
357
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$935K
|
-$331K
|
-3,450
|
-25%
|
|
|
358
|
Forum Private Client Group
Fishers,
Indiana
|
$934K
|
+$98.6K
|
+1,028
|
+11%
|
|
|
359
|
Provence Wealth Management Group
Irvine,
California
|
$926K
|
+$998K
|
+10,406
|
New
|
|
|
360
|
Csenge Advisory Group
Clearwater,
Florida
|
$925K
|
+$358K
|
+3,731
|
+56%
|
|
|
361
|
Boston Family Office
Boston,
Massachusetts
|
$924K
|
+$729K
|
+7,600
|
+274%
|
|
|
362
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$918K
|
–
|
–
|
–
|
|
|
363
|
World Equity Group
Schaumburg,
Illinois
|
$910K
|
+$576K
|
+6,007
|
+143%
|
|
|
364
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$910K
|
+$177K
|
+1,844
|
+22%
|
|
|
365
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$903K
|
-$28.3K
|
-295
|
-3%
|
|
|
366
|
Cottage Street Advisors
Marion,
Massachusetts
|
$903K
|
+$57.6K
|
+601
|
+6%
|
|
|
367
|
HYA Advisors
Springfield,
Missouri
|
$901K
|
+$288
|
+3
|
+0%
|
|
|
368
|
Independent Family Office
Albany,
New York
|
$897K
|
+$53.6K
|
+559
|
+6%
|
|
|
369
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$894K
|
-$862K
|
-8,988
|
-90%
|
|
|
370
|
William Blair & Company
Chicago,
Illinois
|
$894K
|
-$50K
|
-522
|
-5%
|
|
|
371
|
BT Wealth Management
Atlanta,
Georgia
|
$894K
|
+$963K
|
+10,047
|
New
|
|
|
372
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$884K
|
+$65.9K
|
+687
|
+7%
|
|
|
373
|
Willow Creek Wealth Management
Sebastopol,
California
|
$883K
|
-$51K
|
-532
|
-5%
|
|
|
374
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$868K
|
+$935K
|
+9,752
|
New
|
|
|
375
|
Ausdal Financial Partners
Davenport,
Iowa
|
$867K
|
+$43.6K
|
+455
|
+5%
|
|
