|
1101
|
Ninety One
Cape Town,
South Africa
|
$1.03M
|
+$328K
|
+1,475
|
+48%
|
|
|
1102
|
Sentinel Trust
Houston,
Texas
|
$1.03M
|
-$2.33M
|
-10,500
|
-70%
|
|
|
1103
|
Icon Wealth Partners
Houston,
Texas
|
$1.03M
|
+$106K
|
+479
|
+12%
|
|
|
1104
|
Avitas Wealth Management
Los Angeles,
California
|
$1.03M
|
+$28.9K
|
+130
|
+3%
|
|
|
1105
|
Circle Wealth Management
Summit,
New Jersey
|
$1.03M
|
-$83.8K
|
-377
|
-8%
|
|
|
1106
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$1.03M
|
+$144K
|
+650
|
+17%
|
|
|
1107
|
Echo Wealth Management
Plymouth,
Minnesota
|
$1.02M
|
-$48.4K
|
-218
|
-4%
|
|
|
1108
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$1.02M
|
-$1.05M
|
-4,711
|
-51%
|
|
|
1109
|
Bridgewater Advisors
New York
|
$1.02M
|
+$1M
|
+4,507
|
New
|
|
|
1110
|
Caption Management
Oklahoma City,
Oklahoma
|
$1.02M
|
+$1,000K
|
+4,500
|
New
|
|
|
1111
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$1.02M
|
-$44.4K
|
-200
|
-4%
|
|
|
1112
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.01M
|
+$8.89K
|
+40
|
+0.9%
|
|
|
1113
|
Financial Engines Advisors
Santa Clara,
California
|
$1.01M
|
+$3.33K
|
+15
|
+0.3%
|
|
|
1114
|
Moser Wealth Advisors
Bellevue,
Washington
|
$1.01M
|
+$329K
|
+1,479
|
+50%
|
|
|
1115
|
Springowl Associates
New York
|
$1.01M
|
+$989K
|
+4,450
|
New
|
|
|
1116
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$1.01M
|
-$14K
|
-63
|
-1%
|
|
|
1117
|
Zions Bancorporation
Salt Lake City,
Utah
|
$1M
|
+$293K
|
+1,321
|
+42%
|
|
|
1118
|
GW & Wade
Wellesley,
Massachusetts
|
$1M
|
-$169K
|
-760
|
-15%
|
|
|
1119
|
Global Retirement Partners
San Rafael,
California
|
$1M
|
+$22.7K
|
+102
|
+2%
|
|
|
1120
|
Claro Advisors
Boston,
Massachusetts
|
$999K
|
+$16.2K
|
+73
|
+2%
|
|
|
1121
|
Lake Street Private Wealth
Chicago,
Illinois
|
$989K
|
+$889
|
+4
|
+0.1%
|
|
|
1122
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$988K
|
+$94K
|
+423
|
+11%
|
|
|
1123
|
Equitable Trust
Nashville,
Tennessee
|
$981K
|
+$358K
|
+1,613
|
+59%
|
|
|
1124
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$973K
|
-$74.7K
|
-336
|
-7%
|
|
|
1125
|
Brighton Jones LLC
Seattle,
Washington
|
$973K
|
+$297K
|
+1,338
|
+45%
|
|
