|
201
|
Legacy Solutions LLC
Kennett Square,
Pennsylvania
|
$659K
|
+$93.8K
|
+1,950
|
+17%
|
|
|
202
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$658K
|
-$78.2K
|
-1,625
|
-11%
|
|
|
203
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$646K
|
+$398K
|
+8,277
|
+162%
|
|
|
204
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$637K
|
-$54.7K
|
-1,136
|
-8%
|
|
|
205
|
Jones Financial Companies
Des Peres,
Missouri
|
$631K
|
+$144K
|
+2,987
|
+30%
|
|
|
206
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$628K
|
-$190K
|
-3,952
|
-23%
|
|
|
207
|
SCS Capital Management
Boston,
Massachusetts
|
$628K
|
-$69.1K
|
-1,436
|
-10%
|
|
|
208
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$627K
|
–
|
–
|
–
|
|
|
209
|
Savant Capital
Rockford,
Illinois
|
$608K
|
+$607K
|
+12,606
|
New
|
|
|
210
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$604K
|
-$144
|
-3
|
-0%
|
|
|
211
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$604K
|
+$433
|
+9
|
+0.1%
|
|
|
212
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$603K
|
-$95.3K
|
-1,981
|
-14%
|
|
|
213
|
Heritage Wealth Management (California)
San Diego,
California
|
$602K
|
+$23.7K
|
+493
|
+4%
|
|
|
214
|
BCS Wealth Management
Johnson City,
Tennessee
|
$601K
|
-$106K
|
-2,203
|
-15%
|
|
|
215
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$595K
|
+$1.88K
|
+39
|
+0.3%
|
|
|
216
|
Anson Capital
Tyrone,
Georgia
|
$595K
|
-$126K
|
-2,610
|
-17%
|
|
|
217
|
One Capital Management
Westlake Village,
California
|
$567K
|
-$40.3K
|
-837
|
-7%
|
|
|
218
|
William Blair & Company
Chicago,
Illinois
|
$557K
|
-$19.5K
|
-405
|
-3%
|
|
|
219
|
Boston Trust Walden
Boston,
Massachusetts
|
$533K
|
+$532K
|
+11,051
|
New
|
|
|
220
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$528K
|
-$195K
|
-4,044
|
-27%
|
|
|
221
|
Northwest Wealth Management
Spencer,
Iowa
|
$511K
|
–
|
–
|
–
|
|
|
222
|
L.K. Benson & Company
Baltimore,
Maryland
|
$507K
|
+$289
|
+6
|
+0.1%
|
|
|
223
|
MAI Capital Management
Independence,
Ohio
|
$503K
|
-$10.7K
|
-222
|
-2%
|
|
|
224
|
Sequoia Financial Advisors
Akron,
Ohio
|
$502K
|
-$548K
|
-11,390
|
-52%
|
|
|
225
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$502K
|
+$3.27K
|
+68
|
+0.7%
|
|
