|
201
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$486K
|
-$19.1K
|
-186
|
-4%
|
|
|
202
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$481K
|
–
|
–
|
–
|
|
|
203
|
Causeway Capital Management
Los Angeles,
California
|
$476K
|
-$114K
|
-1,111
|
-19%
|
|
|
204
|
Regions Financial Corp
Birmingham,
Alabama
|
$476K
|
-$4K
|
-39
|
-0.8%
|
|
|
205
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$460K
|
-$44.5K
|
-434
|
-9%
|
|
|
206
|
Riverview Trust Company
Vancouver,
Washington
|
$459K
|
–
|
–
|
–
|
|
|
207
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$459K
|
+$13.8K
|
+135
|
+3%
|
|
|
208
|
Fairview Capital Investment Management
Greenbrae,
California
|
$458K
|
–
|
–
|
–
|
|
|
209
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$451K
|
–
|
–
|
–
|
|
|
210
|
Vivaldi Capital Management
Chicago,
Illinois
|
$447K
|
–
|
–
|
–
|
|
|
211
|
Covington Capital Management
Los Angeles,
California
|
$425K
|
-$10.3K
|
-100
|
-2%
|
|
|
212
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$415K
|
+$29.7K
|
+290
|
+8%
|
|
|
213
|
Bridgeworth
Birmingham,
Alabama
|
$409K
|
-$68.9K
|
-672
|
-14%
|
|
|
214
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$401K
|
+$1.44K
|
+14
|
+0.4%
|
|
|
215
|
Intrust Bank
Wichita,
Kansas
|
$400K
|
+$35K
|
+341
|
+10%
|
|
|
216
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$398K
|
-$117K
|
-1,145
|
-23%
|
|
|
217
|
William Blair & Company
Chicago,
Illinois
|
$382K
|
–
|
–
|
–
|
|
|
218
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$376K
|
-$412K
|
-4,015
|
-52%
|
|
|
219
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$368K
|
+$9.13K
|
+89
|
+3%
|
|
|
220
|
Klingman & Associates
New York
|
$355K
|
–
|
–
|
–
|
|
|
221
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$351K
|
-$14.4K
|
-140
|
-4%
|
|
|
222
|
Advisory Alpha
Holland,
Michigan
|
$351K
|
-$46K
|
-448
|
-12%
|
|
|
223
|
Resource Planning Group
Atlanta,
Georgia
|
$350K
|
+$410
|
+4
|
+0.1%
|
|
|
224
|
Savant Capital
Rockford,
Illinois
|
$341K
|
+$4.62K
|
+45
|
+1%
|
|
|
225
|
Charles Schwab Trust
Henderson,
Nevada
|
$339K
|
+$344K
|
+3,351
|
New
|
|
