|
201
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$531K
|
–
|
–
|
–
|
|
|
202
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$522K
|
+$2.09K
|
+20
|
+0.4%
|
|
|
203
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$520K
|
+$35.3K
|
+338
|
+7%
|
|
|
204
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$497K
|
-$422K
|
-4,049
|
-46%
|
|
|
205
|
Regions Financial Corp
Birmingham,
Alabama
|
$495K
|
+$23.6K
|
+226
|
+5%
|
|
|
206
|
Bridgeworth
Birmingham,
Alabama
|
$493K
|
-$16K
|
-153
|
-3%
|
|
|
207
|
Riverview Trust Company
Vancouver,
Washington
|
$474K
|
–
|
–
|
–
|
|
|
208
|
Fairview Capital Investment Management
Greenbrae,
California
|
$473K
|
–
|
–
|
–
|
|
|
209
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$466K
|
–
|
–
|
–
|
|
|
210
|
Vivaldi Capital Management
Chicago,
Illinois
|
$462K
|
-$81.7K
|
-783
|
-15%
|
|
|
211
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$460K
|
–
|
–
|
–
|
|
|
212
|
UMB Bank
Kansas City,
Missouri
|
$452K
|
-$52.2K
|
-500
|
-10%
|
|
|
213
|
Covington Capital Management
Los Angeles,
California
|
$449K
|
–
|
–
|
–
|
|
|
214
|
Premise Capital
Naperville,
Illinois
|
$419K
|
-$1.74M
|
-16,629
|
-81%
|
|
|
215
|
Advisory Alpha
Holland,
Michigan
|
$410K
|
+$6.47K
|
+62
|
+2%
|
|
|
216
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$410K
|
+$9.6K
|
+92
|
+2%
|
|
|
217
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$399K
|
+$2.3K
|
+22
|
+0.6%
|
|
|
218
|
Arete Wealth Advisors
Chicago,
Illinois
|
$398K
|
-$85.9K
|
-823
|
-18%
|
|
|
219
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$398K
|
+$16.2K
|
+155
|
+4%
|
|
|
220
|
William Blair & Company
Chicago,
Illinois
|
$394K
|
-$27.3K
|
-262
|
-7%
|
|
|
221
|
Armbruster Capital Management
Pittsford,
New York
|
$387K
|
–
|
–
|
–
|
|
|
222
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$377K
|
+$67.8K
|
+650
|
+22%
|
|
|
223
|
Intrust Bank
Wichita,
Kansas
|
$377K
|
+$78.3K
|
+750
|
+26%
|
|
|
224
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$374K
|
+$6.16K
|
+59
|
+2%
|
|
|
225
|
Klingman & Associates
New York
|
$366K
|
+$6.89K
|
+66
|
+2%
|
|
