|
1001
|
Inscription Capital
Houston,
Texas
|
$671K
|
-$31K
|
-610
|
-5%
|
|
|
1002
|
Hartline Investment Corp
Winnetka,
Illinois
|
$671K
|
+$201K
|
+3,950
|
+57%
|
|
|
1003
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$670K
|
+$51
|
+1
|
+0%
|
|
|
1004
|
Rothschild Investment LLC
Chicago,
Illinois
|
$669K
|
+$551K
|
+10,845
|
New
|
|
|
1005
|
Calamos Wealth Management
Naperville,
Illinois
|
$663K
|
+$70.7K
|
+1,390
|
+15%
|
|
|
1006
|
TruWealth Advisors
Metairie,
Louisiana
|
$657K
|
+$542K
|
+10,654
|
New
|
|
|
1007
|
9258 Wealth Management
Blue Ash,
Ohio
|
$656K
|
-$2.24K
|
-44
|
-0.4%
|
|
|
1008
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$656K
|
+$541K
|
+10,652
|
New
|
|
|
1009
|
Perpetual Investment Management
Sydney,
Australia
|
$654K
|
+$546K
|
+10,749
|
New
|
|
|
1010
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$652K
|
-$9.66K
|
-190
|
-2%
|
|
|
1011
|
Elkhorn Partners
Omaha,
Nebraska
|
$647K
|
-$71.2K
|
-1,400
|
-12%
|
|
|
1012
|
Tempus Wealth Planning
Irvine,
California
|
$646K
|
-$6.56K
|
-129
|
-1%
|
|
|
1013
|
Park Avenue Securities
New York
|
$646K
|
+$47.7K
|
+938
|
+10%
|
|
|
1014
|
Running Point Capital Advisors
El Segundo,
California
|
$641K
|
+$529K
|
+10,401
|
New
|
|
|
1015
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$640K
|
-$114K
|
-2,248
|
-18%
|
|
|
1016
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$636K
|
-$10.9K
|
-214
|
-2%
|
|
|
1017
|
Fayez Sarofim & Co
Houston,
Texas
|
$635K
|
-$35.3K
|
-694
|
-6%
|
|
|
1018
|
BSW Wealth Partners
Boulder,
Colorado
|
$633K
|
+$39.4K
|
+776
|
+8%
|
|
|
1019
|
180 Wealth Advisors
Federal Way,
Washington
|
$629K
|
-$32.3K
|
-635
|
-6%
|
|
|
1020
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$628K
|
+$21.6K
|
+424
|
+4%
|
|
|
1021
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$627K
|
+$517K
|
+10,167
|
New
|
|
|
1022
|
Cabot Wealth Management
Salem,
Massachusetts
|
$626K
|
+$4.58K
|
+90
|
+0.9%
|
|
|
1023
|
Tiedemann Advisors
New York
|
$625K
|
+$55.7K
|
+1,096
|
+12%
|
|
|
1024
|
Round Hill Asset Management
Pasadena,
California
|
$624K
|
+$61K
|
+1,200
|
+13%
|
|
|
1025
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$619K
|
+$4.52K
|
+89
|
+0.9%
|
|
