|
801
|
Calamos Wealth Management
Naperville,
Illinois
|
$962K
|
-$20.6K
|
-680
|
-2%
|
|
|
802
|
Welch & Forbes
Boston,
Massachusetts
|
$948K
|
-$15.8K
|
-520
|
-2%
|
|
|
803
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$948K
|
+$46.5K
|
+1,530
|
+5%
|
|
|
804
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$946K
|
+$13.1K
|
+430
|
+1%
|
|
|
805
|
Pitcairn
Conshohocken,
Pennsylvania
|
$937K
|
-$346K
|
-11,390
|
-28%
|
|
|
806
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$935K
|
+$216K
|
+7,110
|
+32%
|
|
|
807
|
KeyBank National Association
Cleveland,
Ohio
|
$934K
|
-$152K
|
-5,020
|
-15%
|
|
|
808
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$932K
|
–
|
–
|
–
|
|
|
809
|
Perpetual Ltd
Sydney, New South Wales,
Australia
|
$932K
|
–
|
–
|
–
|
|
|
810
|
Asset Dedication LLC
San Francisco,
California
|
$930K
|
+$147K
|
+4,850
|
+20%
|
|
|
811
|
Leisure Capital Management
Costa Mesa,
California
|
$928K
|
-$32.5K
|
-1,070
|
-4%
|
|
|
812
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$926K
|
-$73.2K
|
-2,410
|
-8%
|
|
|
813
|
Brown Brothers Harriman & Co
New York
|
$924K
|
+$368K
|
+12,130
|
+71%
|
|
|
814
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$921K
|
+$9.11K
|
+300
|
+1%
|
|
|
815
|
Horizon Investments
Charlotte,
North Carolina
|
$917K
|
+$339K
|
+11,160
|
+62%
|
|
|
816
|
Cresset Asset Management
Chicago,
Illinois
|
$914K
|
+$197K
|
+6,480
|
+29%
|
|
|
817
|
Caprock Group
Boise,
Idaho
|
$902K
|
-$7.89K
|
-260
|
-0.9%
|
|
|
818
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$886K
|
-$82K
|
-2,700
|
-9%
|
|
|
819
|
|
$885K
|
-$182K
|
-6,000
|
-18%
|
|
|
820
|
Altium Wealth Management
Purchase,
New York
|
$884K
|
+$45.2K
|
+1,490
|
+6%
|
|
|
821
|
First Business Financial Services
Madison,
Wisconsin
|
$864K
|
+$133K
|
+4,380
|
+19%
|
|
|
822
|
HMS Capital Management
Nashville,
Tennessee
|
$863K
|
+$829K
|
+27,310
|
New
|
|
|
823
|
Meridian Wealth Advisors
Austin,
Texas
|
$860K
|
-$65.6K
|
-2,160
|
-7%
|
|
|
824
|
First Quadrant
Glendale,
California
|
$851K
|
–
|
–
|
–
|
|
|
825
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$851K
|
+$266K
|
+8,750
|
+46%
|
|
