|
801
|
Calamos Wealth Management
Naperville,
Illinois
|
$918K
|
+$174K
|
+954
|
+25%
|
|
|
802
|
James Investment Research
Alpha,
Ohio
|
$907K
|
-$45.2K
|
-248
|
-5%
|
|
|
803
|
Journey Strategic Wealth
Summit,
New Jersey
|
$906K
|
-$330K
|
-1,813
|
-28%
|
|
|
804
|
Vontobel Holding
Zurich,
Switzerland
|
$904K
|
–
|
–
|
–
|
|
|
805
|
Bogart Wealth LLC
Mclean,
Virginia
|
$902K
|
+$45.2K
|
+248
|
+6%
|
|
|
806
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$898K
|
-$171K
|
-938
|
-17%
|
|
|
807
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$892K
|
-$23K
|
-126
|
-3%
|
|
|
808
|
Legacy Trust
Grand Rapids,
Michigan
|
$891K
|
–
|
–
|
–
|
|
|
809
|
Chesley Taft & Associates
Chicago,
Illinois
|
$890K
|
+$18K
|
+99
|
+2%
|
|
|
810
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$890K
|
+$140K
|
+770
|
+20%
|
|
|
811
|
Willow Creek Wealth Management
Sebastopol,
California
|
$888K
|
–
|
–
|
–
|
|
|
812
|
Personal CFO Solutions
Chester,
New Jersey
|
$885K
|
-$642K
|
-3,526
|
-43%
|
|
|
813
|
Courier Capital
Buffalo,
New York
|
$883K
|
+$8.38K
|
+46
|
+1%
|
|
|
814
|
Lakewood Asset Management
Naperville,
Illinois
|
$878K
|
-$2.55K
|
-14
|
-0.3%
|
|
|
815
|
ClearBridge Investments
New York
|
$876K
|
+$840K
|
+4,613
|
New
|
|
|
816
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$873K
|
+$111K
|
+611
|
+15%
|
|
|
817
|
Hilltop Holdings
Dallas,
Texas
|
$870K
|
-$117K
|
-642
|
-12%
|
|
|
818
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$869K
|
-$60.1K
|
-330
|
-7%
|
|
|
819
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$865K
|
+$3.46K
|
+19
|
+0.4%
|
|
|
820
|
Veracity Capital
Atlanta,
Georgia
|
$865K
|
–
|
–
|
–
|
|
|
821
|
Regimen Wealth
Atlanta,
Georgia
|
$859K
|
-$1.27K
|
-7
|
-0.2%
|
|
|
822
|
American Investment Services
Great Barrington,
Massachusetts
|
$859K
|
–
|
–
|
–
|
|
|
823
|
Barnett & Company
Chattanooga,
Tennessee
|
$859K
|
–
|
–
|
–
|
|
|
824
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$857K
|
-$364
|
-2
|
-0%
|
|
|
825
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$850K
|
-$39K
|
-214
|
-5%
|
|
