|
201
|
Essex Financial Services
Essex,
Connecticut
|
$744K
|
+$743K
|
+15,678
|
New
|
|
|
202
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$732K
|
+$306K
|
+6,456
|
+69%
|
|
|
203
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$717K
|
-$866K
|
-18,263
|
-55%
|
|
|
204
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$715K
|
-$394K
|
-8,307
|
-36%
|
|
|
205
|
Aspiriant LLC
Los Angeles,
California
|
$712K
|
-$121K
|
-2,561
|
-15%
|
|
|
206
|
|
$708K
|
+$377K
|
+7,961
|
+114%
|
|
|
207
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$699K
|
+$699K
|
+14,740
|
New
|
|
|
208
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$694K
|
-$1.44M
|
-30,449
|
-68%
|
|
|
209
|
Wealthfront Advisers
Palo Alto,
California
|
$693K
|
+$85.9K
|
+1,811
|
+14%
|
|
|
210
|
Washington Trust Bank
Spokane,
Washington
|
$670K
|
-$15.3K
|
-322
|
-2%
|
|
|
211
|
WesBanco Bank
Wheeling,
West Virginia
|
$648K
|
–
|
–
|
–
|
|
|
212
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$648K
|
-$13.3K
|
-280
|
-2%
|
|
|
213
|
US Bancorp
Minneapolis,
Minnesota
|
$648K
|
–
|
–
|
–
|
|
|
214
|
Mattern Capital Management
Lakewood,
Colorado
|
$632K
|
–
|
–
|
–
|
|
|
215
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$629K
|
-$166K
|
-3,504
|
-21%
|
|
|
216
|
Truist Financial
Charlotte,
North Carolina
|
$589K
|
-$177K
|
-3,730
|
-23%
|
|
|
217
|
Summit Global Investments
Bountiful,
Utah
|
$586K
|
+$9.39K
|
+198
|
+2%
|
|
|
218
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$566K
|
-$71.3K
|
-1,504
|
-11%
|
|
|
219
|
Cable Hill Partners
Portland,
Oregon
|
$563K
|
–
|
–
|
–
|
|
|
220
|
International Assets Investment Management
Orlando,
Florida
|
$556K
|
-$5.88K
|
-124
|
-1%
|
|
|
221
|
Evensky & Katz
Coral Gables,
Florida
|
$554K
|
-$51.8K
|
-1,092
|
-9%
|
|
|
222
|
|
$551K
|
+$75.3K
|
+1,588
|
+16%
|
|
|
223
|
Affinity Capital Advisors
Berkeley,
California
|
$526K
|
+$166K
|
+3,492
|
+46%
|
|
|
224
|
Strategic Financial Partners
Bend,
Oregon
|
$524K
|
-$19K
|
-400
|
-3%
|
|
|
225
|
Northern Trust
Chicago,
Illinois
|
$521K
|
–
|
–
|
–
|
|
