|
801
|
Calamos Wealth Management
Naperville,
Illinois
|
$729K
|
+$42.6K
|
+260
|
+6%
|
|
|
802
|
Bogart Wealth LLC
Mclean,
Virginia
|
$725K
|
–
|
–
|
–
|
|
|
803
|
Capital Insight Partners
Scottsdale,
Arizona
|
$725K
|
–
|
–
|
–
|
|
|
804
|
Schnieders Capital Management
Pasadena,
California
|
$721K
|
–
|
–
|
–
|
|
|
805
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$719K
|
+$702K
|
+4,284
|
New
|
|
|
806
|
BOK Financial Private Wealth
Denver,
Colorado
|
$717K
|
+$63.7K
|
+389
|
+10%
|
|
|
807
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$714K
|
–
|
–
|
–
|
|
|
808
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$713K
|
-$96.7K
|
-590
|
-12%
|
|
|
809
|
Gratus Capital
Atlanta,
Georgia
|
$711K
|
-$82.7K
|
-505
|
-11%
|
|
|
810
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$710K
|
+$10.2K
|
+62
|
+1%
|
|
|
811
|
Arden Trust
Wilmington,
Delaware
|
$709K
|
-$2.13K
|
-13
|
-0.3%
|
|
|
812
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$709K
|
+$2.62K
|
+16
|
+0.4%
|
|
|
813
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$703K
|
-$12.3K
|
-75
|
-2%
|
|
|
814
|
Barnett & Company
Chattanooga,
Tennessee
|
$702K
|
+$656K
|
+4,005
|
+2,276%
|
|
|
815
|
Capital International Investors
Los Angeles,
California
|
$698K
|
+$681K
|
+4,155
|
New
|
|
|
816
|
Cerity Partners OCIO
New York
|
$692K
|
–
|
–
|
–
|
|
|
817
|
Front Row Advisors
Tiburon,
California
|
$692K
|
+$24.1K
|
+147
|
+4%
|
|
|
818
|
Belpointe Asset Management
Reno,
Nevada
|
$692K
|
+$154K
|
+942
|
+30%
|
|
|
819
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$691K
|
+$46.2K
|
+282
|
+7%
|
|
|
820
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$690K
|
+$819
|
+5
|
+0.1%
|
|
|
821
|
Occidental Asset Management
Burlingame,
California
|
$687K
|
–
|
–
|
–
|
|
|
822
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$686K
|
+$669K
|
+4,084
|
New
|
|
|
823
|
SSI Investment Management
Los Angeles,
California
|
$685K
|
-$5.5M
|
-33,579
|
-89%
|
|
|
824
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$683K
|
+$33.4K
|
+204
|
+5%
|
|
|
825
|
Pure Financial Advisors
San Diego,
California
|
$681K
|
-$5.57K
|
-34
|
-0.8%
|
|
