|
201
|
Revisor Wealth Management
Akron,
Ohio
|
$996K
|
-$201K
|
-2,987
|
-17%
|
|
|
202
|
Curi RMB Capital
Chicago,
Illinois
|
$981K
|
–
|
–
|
–
|
|
|
203
|
Calamos Wealth Management
Naperville,
Illinois
|
$969K
|
+$439K
|
+6,526
|
+89%
|
|
|
204
|
World Investment Advisors
Santa Barbara,
California
|
$949K
|
+$15K
|
+223
|
+2%
|
|
|
205
|
Apexium Financial
Dallas,
Texas
|
$936K
|
-$16.9K
|
-252
|
-2%
|
|
|
206
|
|
$930K
|
–
|
–
|
–
|
|
|
207
|
Key Financial Inc
West Chester,
Pennsylvania
|
$930K
|
+$56.5K
|
+840
|
+7%
|
|
|
208
|
Dorsey Wright & Associates
Pasadena,
California
|
$927K
|
+$891K
|
+13,246
|
New
|
|
|
209
|
Insight Wealth Strategies
San Ramon,
California
|
$913K
|
-$25.6M
|
-381,158
|
-97%
|
|
|
210
|
Corient Private Wealth
Miami,
Florida
|
$896K
|
-$544K
|
-8,088
|
-39%
|
|
|
211
|
Ascent Group
Virginia Beach,
Virginia
|
$889K
|
+$851K
|
+12,664
|
New
|
|
|
212
|
SageView Advisory Group
Newport Beach,
California
|
$887K
|
+$271K
|
+4,026
|
+47%
|
|
|
213
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$880K
|
-$19.6K
|
-292
|
-2%
|
|
|
214
|
Values First Advisors
Gray,
Tennessee
|
$869K
|
+$27.2K
|
+405
|
+3%
|
|
|
215
|
|
$867K
|
+$185K
|
+2,753
|
+29%
|
|
|
216
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
$864K
|
+$830K
|
+12,349
|
New
|
|
|
217
|
Telos Capital Management
San Diego,
California
|
$855K
|
+$30K
|
+446
|
+4%
|
|
|
218
|
Personal CFO Solutions
Chester,
New Jersey
|
$849K
|
+$816K
|
+12,136
|
New
|
|
|
219
|
|
$838K
|
-$128K
|
-1,902
|
-14%
|
|
|
220
|
Banco Santander
Madrid,
Spain
|
$832K
|
-$58K
|
-862
|
-7%
|
|
|
221
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$824K
|
+$401K
|
+5,971
|
+102%
|
|
|
222
|
Coppell Advisory Solutions
Coppell,
Texas
|
$812K
|
+$784K
|
+11,655
|
New
|
|
|
223
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$799K
|
-$153K
|
-2,275
|
-17%
|
|
|
224
|
Lazard Asset Management
New York
|
$769K
|
–
|
–
|
–
|
|
|
225
|
Delta Capital Management
Red Bank,
New Jersey
|
$749K
|
–
|
–
|
–
|
|
