|
1001
|
Quantum Financial Advisors
El Segundo,
California
|
$8.84M
|
-$581K
|
-1,625
|
-6%
|
|
|
1002
|
Private Trust Company
Cleveland,
Ohio
|
$8.84M
|
-$372K
|
-1,040
|
-4%
|
|
|
1003
|
Forum Financial Management
Lombard,
Illinois
|
$8.83M
|
-$12.1M
|
-33,751
|
-59%
|
|
|
1004
|
HM Payson & Co
Portland,
Maine
|
$8.81M
|
-$27.9K
|
-78
|
-0.3%
|
|
|
1005
|
Calamos Wealth Management
Naperville,
Illinois
|
$8.8M
|
+$659K
|
+1,844
|
+8%
|
|
|
1006
|
Insigneo Advisory Services
Miami,
Florida
|
$8.78M
|
+$519K
|
+1,452
|
+7%
|
|
|
1007
|
Steele Capital Management
Dubuque,
Iowa
|
$8.73M
|
-$3.17M
|
-8,854
|
-27%
|
|
|
1008
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$8.68M
|
+$183K
|
+512
|
+2%
|
|
|
1009
|
Rothschild Investment LLC
Chicago,
Illinois
|
$8.67M
|
+$835K
|
+2,335
|
+11%
|
|
|
1010
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$8.67M
|
-$57.2K
|
-160
|
-0.7%
|
|
|
1011
|
|
$8.66M
|
-$306K
|
-856
|
-4%
|
|
|
1012
|
Purpose Unlimited Inc
Toronto,
|
$8.63M
|
+$17.5K
|
+49
|
+0.2%
|
|
|
1013
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$8.63M
|
-$338K
|
-945
|
-4%
|
|
|
1014
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$8.62M
|
+$1.67M
|
+4,677
|
+25%
|
|
|
1015
|
Levin Capital Strategies
New York
|
$8.58M
|
+$565K
|
+1,580
|
+7%
|
|
|
1016
|
Chicago Capital
Chicago,
Illinois
|
$8.57M
|
-$5.19M
|
-14,522
|
-39%
|
|
|
1017
|
Snowwater Investment Partners
Fairfield,
Connecticut
|
$8.54M
|
–
|
–
|
–
|
|
|
1018
|
Scratch Capital
Boise,
Idaho
|
$8.53M
|
+$31.8K
|
+89
|
+0.4%
|
|
|
1019
|
Life Planning Partners
Jacksonville,
Florida
|
$8.53M
|
-$197K
|
-551
|
-2%
|
|
|
1020
|
RVW Wealth
Los Angeles,
California
|
$8.5M
|
+$2.01M
|
+5,622
|
+32%
|
|
|
1021
|
Williams Jones Wealth Management
New York
|
$8.48M
|
-$16.8K
|
-47
|
-0.2%
|
|
|
1022
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$8.47M
|
+$975K
|
+2,727
|
+14%
|
|
|
1023
|
Acima Private Wealth
Richmond,
Virginia
|
$8.47M
|
-$51.5K
|
-144
|
-0.6%
|
|
|
1024
|
FC Advisory
West Chester,
Pennsylvania
|
$8.43M
|
-$55.4K
|
-155
|
-0.7%
|
|
|
1025
|
Ignite Planners
San Clemente,
California
|
$8.43M
|
+$335K
|
+938
|
+4%
|
|
