|
1201
|
Trust Company of Toledo
Holland,
Ohio
|
$675K
|
-$27.1K
|
-300
|
-4%
|
|
|
1202
|
Beaton Management Company
Haverhill,
Massachusetts
|
$674K
|
-$91.3K
|
-1,009
|
-12%
|
|
|
1203
|
Perigon Wealth Management
San Francisco,
California
|
$672K
|
-$37.6K
|
-416
|
-5%
|
|
|
1204
|
Sivia Capital Partners
Mill Valley,
California
|
$671K
|
+$209K
|
+2,308
|
+47%
|
|
|
1205
|
Journey Strategic Wealth
Summit,
New Jersey
|
$671K
|
-$178K
|
-1,965
|
-22%
|
|
|
1206
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$670K
|
+$9.31K
|
+103
|
+1%
|
|
|
1207
|
Financial Engines Advisors
Santa Clara,
California
|
$669K
|
+$2.98K
|
+33
|
+0.5%
|
|
|
1208
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$667K
|
+$40.8K
|
+451
|
+7%
|
|
|
1209
|
Westmount Partners
Los Angeles,
California
|
$663K
|
+$7.24K
|
+80
|
+1%
|
|
|
1210
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$661K
|
-$68.3K
|
-755
|
-10%
|
|
|
1211
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$659K
|
-$64.7K
|
-715
|
-9%
|
|
|
1212
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$658K
|
+$18.3K
|
+202
|
+3%
|
|
|
1213
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$657K
|
-$598K
|
-6,608
|
-48%
|
|
|
1214
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$656K
|
-$18.1K
|
-200
|
-3%
|
|
|
1215
|
American Financial Group
Cincinnati,
Ohio
|
$655K
|
–
|
–
|
–
|
|
|
1216
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$655K
|
-$10.8K
|
-119
|
-2%
|
|
|
1217
|
Sentry LLC
Memphis,
Tennessee
|
$654K
|
–
|
–
|
–
|
|
|
1218
|
Pure Financial Advisors
San Diego,
California
|
$653K
|
+$104K
|
+1,150
|
+20%
|
|
|
1219
|
Means Investment Company
Bangor,
Maine
|
$652K
|
-$4.07K
|
-45
|
-0.6%
|
|
|
1220
|
Bulltick Wealth Management
Miami,
Florida
|
$651K
|
–
|
–
|
–
|
|
|
1221
|
Calton & Associates
Tampa,
Florida
|
$650K
|
+$20.3K
|
+224
|
+3%
|
|
|
1222
|
Coign Capital Advisors
Draper,
Utah
|
$650K
|
+$19.6K
|
+217
|
+3%
|
|
|
1223
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$647K
|
+$625K
|
+6,912
|
New
|
|
|
1224
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$647K
|
–
|
–
|
–
|
|
|
1225
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$646K
|
+$624K
|
+6,898
|
New
|
|
