|
201
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$655K
|
–
|
–
|
–
|
|
|
202
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$643K
|
–
|
–
|
–
|
|
|
203
|
Heritage Wealth Management (California)
San Diego,
California
|
$640K
|
+$40.7K
|
+848
|
+7%
|
|
|
204
|
Wakefield Asset Management
Englewood,
Colorado
|
$622K
|
+$622K
|
+12,970
|
New
|
|
|
205
|
Curi RMB Capital
Chicago,
Illinois
|
$615K
|
+$375K
|
+7,803
|
+155%
|
|
|
206
|
Moneywise Inc
Forest,
Virginia
|
$609K
|
-$53.5K
|
-1,114
|
-8%
|
|
|
207
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$606K
|
-$1.03M
|
-21,469
|
-63%
|
|
|
208
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$600K
|
-$1.06K
|
-22
|
-0.2%
|
|
|
209
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$599K
|
-$432
|
-9
|
-0.1%
|
|
|
210
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$599K
|
-$35.1K
|
-732
|
-6%
|
|
|
211
|
Anson Capital
Tyrone,
Georgia
|
$597K
|
+$5.13K
|
+107
|
+0.9%
|
|
|
212
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$581K
|
-$134K
|
-2,795
|
-19%
|
|
|
213
|
IFG Advisory
Atlanta,
Georgia
|
$578K
|
+$210K
|
+4,370
|
+57%
|
|
|
214
|
Snowden Capital Advisors
New York
|
$574K
|
+$574K
|
+11,961
|
New
|
|
|
215
|
SCS Capital Management
Boston,
Massachusetts
|
$571K
|
-$54K
|
-1,126
|
-9%
|
|
|
216
|
One Capital Management
Westlake Village,
California
|
$563K
|
-$2.02K
|
-42
|
-0.4%
|
|
|
217
|
William Blair & Company
Chicago,
Illinois
|
$555K
|
+$960
|
+20
|
+0.2%
|
|
|
218
|
Wealthspire Advisors (New York)
New York
|
$551K
|
+$80.1K
|
+1,668
|
+17%
|
|
|
219
|
Jones Financial Companies
Des Peres,
Missouri
|
$546K
|
-$82.1K
|
-1,710
|
-13%
|
|
|
220
|
Idaho Trust Bank
Boise,
Idaho
|
$527K
|
-$186K
|
-3,877
|
-26%
|
|
|
221
|
MAI Capital Management
Independence,
Ohio
|
$526K
|
+$26K
|
+542
|
+5%
|
|
|
222
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$526K
|
–
|
–
|
–
|
|
|
223
|
PFW Advisors
Atlanta,
Georgia
|
$524K
|
-$175K
|
-3,651
|
-25%
|
|
|
224
|
D.A. Davidson & Co
Great Falls,
Montana
|
$520K
|
+$520K
|
+10,826
|
New
|
|
|
225
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$512K
|
-$89.1K
|
-1,857
|
-15%
|
|
