|
451
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$535K
|
+$515K
|
+4,678
|
New
|
|
|
452
|
Clearstead Advisors
Cleveland,
Ohio
|
$529K
|
–
|
–
|
–
|
|
|
453
|
Boston Trust Walden
Boston,
Massachusetts
|
$526K
|
–
|
–
|
–
|
|
|
454
|
Investors Financial Group
Plymouth,
Minnesota
|
$524K
|
-$129K
|
-1,172
|
-21%
|
|
|
455
|
Regent Investment Management
Louisville,
Kentucky
|
$520K
|
+$99.8K
|
+906
|
+25%
|
|
|
456
|
Continuum Advisory
Eagle,
Idaho
|
$519K
|
-$52.6K
|
-478
|
-10%
|
|
|
457
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$513K
|
+$486K
|
+4,412
|
New
|
|
|
458
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$512K
|
+$485K
|
+4,409
|
New
|
|
|
459
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$503K
|
+$476K
|
+4,323
|
New
|
|
|
460
|
Independent Financial Group
San Diego,
California
|
$502K
|
+$72.6K
|
+659
|
+18%
|
|
|
461
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$496K
|
+$470K
|
+4,265
|
New
|
|
|
462
|
Homrich & Berg
Atlanta,
Georgia
|
$496K
|
+$470K
|
+4,266
|
New
|
|
|
463
|
Clearview Wealth Advisors
Salem,
Oregon
|
$494K
|
+$468K
|
+4,247
|
New
|
|
|
464
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$492K
|
-$189K
|
-1,719
|
-29%
|
|
|
465
|
Saratoga Research & Investment Management
Saratoga,
California
|
$490K
|
+$464K
|
+4,213
|
New
|
|
|
466
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$488K
|
–
|
–
|
–
|
|
|
467
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$483K
|
–
|
–
|
–
|
|
|
468
|
Fifth Third Securities
Cincinnati,
Ohio
|
$479K
|
-$4.18K
|
-38
|
-0.9%
|
|
|
469
|
Dudley & Shanley
Palm Beach,
Florida
|
$466K
|
–
|
–
|
–
|
|
|
470
|
Laidlaw Wealth Management
New York City,
New York
|
$465K
|
+$441K
|
+4,002
|
New
|
|
|
471
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$461K
|
-$28.3K
|
-257
|
-6%
|
|
|
472
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$458K
|
+$78.1K
|
+709
|
+22%
|
|
|
473
|
Private Portfolio Partners
Paramus,
New Jersey
|
$456K
|
+$26.1K
|
+237
|
+6%
|
|
|
474
|
William Blair & Company
Chicago,
Illinois
|
$447K
|
+$224K
|
+2,034
|
+112%
|
|
|
475
|
Tri-Star Advisors
Houston,
Texas
|
$439K
|
+$70.1K
|
+637
|
+20%
|
|
