|
201
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$896K
|
+$117K
|
+2,000
|
+15%
|
|
|
202
|
Virtu KCG Holdings
New York
|
$886K
|
+$235K
|
+4,022
|
+37%
|
|
|
203
|
Zacks Investment Management
Chicago,
Illinois
|
$879K
|
-$190K
|
-3,253
|
-18%
|
|
|
204
|
Optimum Investment Advisors
Chicago,
Illinois
|
$877K
|
+$243K
|
+4,150
|
+39%
|
|
|
205
|
Ashfield Capital Partners
San Francisco,
California
|
$873K
|
+$264K
|
+4,520
|
+44%
|
|
|
206
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$863K
|
+$20.1K
|
+344
|
+2%
|
|
|
207
|
10-15 Associates
Goshen,
New York
|
$860K
|
+$853K
|
+14,600
|
New
|
|
|
208
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$856K
|
-$7.01K
|
-120
|
-0.8%
|
|
|
209
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$852K
|
-$154K
|
-2,640
|
-15%
|
|
|
210
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$850K
|
+$92.8K
|
+1,587
|
+12%
|
|
|
211
|
Keeley Asset Management
Chicago,
Illinois
|
$797K
|
–
|
–
|
–
|
|
|
212
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$786K
|
+$10.4K
|
+178
|
+1%
|
|
|
213
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$778K
|
+$93.5K
|
+1,600
|
+14%
|
|
|
214
|
Bares Capital Management
Austin,
Texas
|
$765K
|
-$22.1K
|
-378
|
-3%
|
|
|
215
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$761K
|
+$520K
|
+8,900
|
+219%
|
|
|
216
|
Private Advisor Group
Morristown,
New Jersey
|
$755K
|
+$384K
|
+6,570
|
+105%
|
|
|
217
|
Investment Centers of America
Bismarck,
North Dakota
|
$732K
|
+$784K
|
+13,407
|
New
|
|
|
218
|
D.A. Davidson & Co
Great Falls,
Montana
|
$723K
|
+$524K
|
+8,974
|
+271%
|
|
|
219
|
Creative Planning
Overland Park,
Kansas
|
$718K
|
+$382K
|
+6,542
|
+116%
|
|
|
220
|
Accredited Investors
Edina,
Minnesota
|
$700K
|
-$419K
|
-7,165
|
-38%
|
|
|
221
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$691K
|
–
|
–
|
–
|
|
|
222
|
Comerica Bank
Dallas,
Texas
|
$668K
|
+$153K
|
+2,610
|
+30%
|
|
|
223
|
South Georgia Capital
Naperville,
Illinois
|
$658K
|
+$253K
|
+4,334
|
+63%
|
|
|
224
|
M&T Bank
Buffalo,
New York
|
$648K
|
–
|
–
|
–
|
|
|
225
|
Chevy Chase Trust
Bethesda,
Maryland
|
$641K
|
+$166K
|
+2,835
|
+35%
|
|
