|
1201
|
TrinityPoint Wealth
Milford,
Connecticut
|
$11.8M
|
-$148K
|
-1,168
|
-1%
|
|
|
1202
|
Linden Rose Investment
Sugar Land,
Texas
|
$11.7M
|
-$75.6K
|
-598
|
-0.6%
|
|
|
1203
|
Verition Fund Management
Greenwich,
Connecticut
|
$11.7M
|
-$10.8M
|
-85,153
|
-45%
|
|
|
1204
|
Phraction Management
Colchester,
Connecticut
|
$11.7M
|
+$6.32K
|
+50
|
+0%
|
|
|
1205
|
EFG Asset Management (Americas)
Miami,
Florida
|
$11.7M
|
-$669K
|
-5,293
|
-5%
|
|
|
1206
|
Abbrea Capital
Greenbrae,
California
|
$11.7M
|
-$301K
|
-2,380
|
-2%
|
|
|
1207
|
Iconiq Capital
San Francisco,
California
|
$11.6M
|
+$8.72M
|
+68,954
|
+204%
|
|
|
1208
|
Sepio Capital
Salt Lake City,
Utah
|
$11.6M
|
-$1.2M
|
-9,483
|
-8%
|
|
|
1209
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$11.6M
|
+$225K
|
+1,781
|
+2%
|
|
|
1210
|
1776 Wealth
Atlanta,
Georgia
|
$11.6M
|
+$112K
|
+885
|
+0.9%
|
|
|
1211
|
Wintrust Investments
Chicago,
Illinois
|
$11.6M
|
+$2.47M
|
+19,574
|
+24%
|
|
|
1212
|
Legacy Private Trust
Neenah,
Wisconsin
|
$11.6M
|
-$236K
|
-1,870
|
-2%
|
|
|
1213
|
Centaurus Financial
Anaheim,
California
|
$11.6M
|
+$482K
|
+3,816
|
+4%
|
|
|
1214
|
Pacific Global Investment Management
Glendale,
California
|
$11.5M
|
+$932K
|
+7,370
|
+8%
|
|
|
1215
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$11.4M
|
+$123K
|
+975
|
+1%
|
|
|
1216
|
D.J. St. Germain
Springfield,
Massachusetts
|
$11.4M
|
–
|
–
|
–
|
|
|
1217
|
Allworth Financial
Folsom,
California
|
$11.4M
|
+$1M
|
+7,913
|
+9%
|
|
|
1218
|
JAT Capital Management
Greenwich,
Connecticut
|
$11.4M
|
+$12.8M
|
+100,940
|
New
|
|
|
1219
|
CFM Wealth Partners
Austin,
Texas
|
$11.4M
|
+$67.2K
|
+532
|
+0.5%
|
|
|
1220
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$11.4M
|
-$18.5K
|
-146
|
-0.1%
|
|
|
1221
|
Levin Capital Strategies
New York
|
$11.4M
|
-$120K
|
-952
|
-0.9%
|
|
|
1222
|
|
$11.3M
|
-$1.19M
|
-9,406
|
-9%
|
|
|
1223
|
Bath Savings Trust
Bath,
Maine
|
$11.3M
|
-$1.16M
|
-9,194
|
-8%
|
|
|
1224
|
|
$11.3M
|
-$300K
|
-2,377
|
-2%
|
|
|
1225
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$11.3M
|
+$193K
|
+1,526
|
+2%
|
|
