|
1876
|
One Capital Management
Westlake Village,
California
|
$609K
|
-$59.5K
|
-1,580
|
-9%
|
|
|
1877
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$609K
|
-$4.33K
|
-115
|
-0.7%
|
|
|
1878
|
RWA Wealth Partners
Newton,
Massachusetts
|
$608K
|
-$117K
|
-3,106
|
-17%
|
|
|
1879
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$607K
|
+$580K
|
+15,400
|
New
|
|
|
1880
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$605K
|
+$60.4K
|
+1,603
|
+12%
|
|
|
1881
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$605K
|
-$42.6K
|
-1,131
|
-7%
|
|
|
1882
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$604K
|
-$93.9K
|
-2,493
|
-14%
|
|
|
1883
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$604K
|
+$578K
|
+15,338
|
New
|
|
|
1884
|
Western Financial Corp
San Diego,
California
|
$603K
|
+$8.85K
|
+235
|
+2%
|
|
|
1885
|
Winch Advisory Services
Appleton,
Wisconsin
|
$603K
|
+$260K
|
+6,890
|
+82%
|
|
|
1886
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$602K
|
-$6.1K
|
-162
|
-1%
|
|
|
1887
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$601K
|
-$1.51M
|
-40,069
|
-72%
|
|
|
1888
|
Bray Capital Advisors
Naples,
Florida
|
$601K
|
-$87.3K
|
-2,318
|
-13%
|
|
|
1889
|
IMS Capital Management
Portland,
Oregon
|
$600K
|
-$211K
|
-5,606
|
-27%
|
|
|
1890
|
Highline Wealth Partners
Sherman Oaks,
California
|
$599K
|
+$3.13K
|
+83
|
+0.5%
|
|
|
1891
|
W Advisors LLC
Germantown,
Tennessee
|
$599K
|
-$7.42K
|
-197
|
-1%
|
|
|
1892
|
Bogart Wealth LLC
Mclean,
Virginia
|
$598K
|
-$7.71M
|
-204,710
|
-93%
|
|
|
1893
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$597K
|
–
|
–
|
–
|
|
|
1894
|
Prossimo Advisors
San Luis Obispo,
California
|
$597K
|
+$571K
|
+15,161
|
New
|
|
|
1895
|
Gyroscope Capital Management Group
Naples,
Florida
|
$597K
|
-$28.7K
|
-763
|
-5%
|
|
|
1896
|
Calamos Wealth Management
Naperville,
Illinois
|
$596K
|
-$4.36M
|
-115,817
|
-88%
|
|
|
1897
|
Center for Financial Planning
Southfied,
Michigan
|
$595K
|
+$6.07K
|
+161
|
+1%
|
|
|
1898
|
Kessler Investment Group
Columbus,
Indiana
|
$595K
|
-$412K
|
-10,927
|
-42%
|
|
|
1899
|
Sovereign Financial Group
Stamford,
Connecticut
|
$594K
|
+$149K
|
+3,957
|
+36%
|
|
|
1900
|
Advisors Preferred
Rockville,
Maryland
|
$594K
|
+$16K
|
+425
|
+3%
|
|
