|
1201
|
Glenview State Bank Trust Department
Glenview,
Illinois
|
$760K
|
–
|
–
|
–
|
|
|
1202
|
Hall Capital Management
Barrington,
Rhode Island
|
$755K
|
+$7.08K
|
+40
|
+1%
|
|
|
1203
|
Weil Company
San Diego,
California
|
$753K
|
–
|
–
|
–
|
|
|
1204
|
Breiter Capital Management
Bradenton,
Florida
|
$752K
|
+$14.7K
|
+83
|
+2%
|
|
|
1205
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$745K
|
+$714K
|
+4,035
|
New
|
|
|
1206
|
Diligent Investors
Redlands,
California
|
$742K
|
+$354
|
+2
|
+0%
|
|
|
1207
|
WealthSource Partners
San Luis Obispo,
California
|
$742K
|
+$711K
|
+4,020
|
New
|
|
|
1208
|
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
$741K
|
-$123K
|
-698
|
-15%
|
|
|
1209
|
First Interstate Bank
Billings,
Montana
|
$740K
|
-$50.6K
|
-286
|
-7%
|
|
|
1210
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$738K
|
–
|
–
|
–
|
|
|
1211
|
Pflug Koory
Omaha,
Nebraska
|
$737K
|
+$301K
|
+1,700
|
+74%
|
|
|
1212
|
Calamos Wealth Management
Naperville,
Illinois
|
$736K
|
-$13.1K
|
-74
|
-2%
|
|
|
1213
|
Cohen Capital Management
Corte Madera,
California
|
$736K
|
–
|
–
|
–
|
|
|
1214
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$735K
|
–
|
–
|
–
|
|
|
1215
|
180 Wealth Advisors
Federal Way,
Washington
|
$735K
|
+$350K
|
+1,977
|
+99%
|
|
|
1216
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$733K
|
+$111K
|
+626
|
+19%
|
|
|
1217
|
|
$733K
|
+$169K
|
+955
|
+32%
|
|
|
1218
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$731K
|
+$17.9K
|
+101
|
+3%
|
|
|
1219
|
Narwhal Capital Management
Marietta,
Georgia
|
$729K
|
-$683K
|
-3,860
|
-49%
|
|
|
1220
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$729K
|
-$21.4K
|
-121
|
-3%
|
|
|
1221
|
Security Asset Management
New York
|
$727K
|
–
|
–
|
–
|
|
|
1222
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$726K
|
+$696K
|
+3,935
|
New
|
|
|
1223
|
Bourgeon Capital Management
Darien,
Connecticut
|
$725K
|
–
|
–
|
–
|
|
|
1224
|
Bogart Wealth LLC
Mclean,
Virginia
|
$725K
|
+$27.4K
|
+155
|
+4%
|
|
|
1225
|
Rockland Trust
Hanover,
Massachusetts
|
$722K
|
-$91.1K
|
-515
|
-12%
|
|
