|
1201
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$503K
|
+$1.71K
|
+19
|
+0.4%
|
|
|
1202
|
Ayrshire Capital Management
Westport,
Connecticut
|
$500K
|
+$1.35K
|
+15
|
+0.3%
|
|
|
1203
|
|
$499K
|
-$755K
|
-8,382
|
-61%
|
|
|
1204
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$496K
|
+$484K
|
+5,374
|
New
|
|
|
1205
|
Maridea Wealth Management
Brooklyn,
New York
|
$496K
|
+$484K
|
+5,373
|
New
|
|
|
1206
|
VERITY Wealth Advisors
Sausalito,
United States
|
$493K
|
–
|
–
|
–
|
|
|
1207
|
Castleark Management
Chicago,
Illinois
|
$493K
|
–
|
–
|
–
|
|
|
1208
|
Marcum Wealth
Cleveland,
Ohio
|
$490K
|
-$40.3K
|
-448
|
-8%
|
|
|
1209
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$490K
|
+$3.6K
|
+40
|
+0.8%
|
|
|
1210
|
Montecito Bank & Trust
Santa Barbara,
California
|
$489K
|
–
|
–
|
–
|
|
|
1211
|
John G. Ullman & Associates
Corning,
New York
|
$484K
|
+$23.1K
|
+257
|
+5%
|
|
|
1212
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$482K
|
–
|
–
|
–
|
|
|
1213
|
Fort Point Capital Partners
San Francisco,
California
|
$481K
|
-$11.3K
|
-126
|
-2%
|
|
|
1214
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$480K
|
-$76.3K
|
-847
|
-14%
|
|
|
1215
|
Busey Bank
Urbana,
Illinois
|
$479K
|
+$2.34K
|
+26
|
+0.5%
|
|
|
1216
|
XTX Topco
George Town,
Cayman Islands
|
$478K
|
-$157K
|
-1,744
|
-25%
|
|
|
1217
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$478K
|
-$33K
|
-367
|
-7%
|
|
|
1218
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$477K
|
+$34.8K
|
+386
|
+8%
|
|
|
1219
|
Jacobs & Co
San Francisco,
California
|
$477K
|
-$52.2K
|
-580
|
-10%
|
|
|
1220
|
PAX Financial Group
San Antonio,
Texas
|
$475K
|
-$266K
|
-2,957
|
-37%
|
|
|
1221
|
Advisor OS
Chicago,
Illinois
|
$474K
|
+$51K
|
+566
|
+12%
|
|
|
1222
|
Willner & Heller
Encino,
California
|
$473K
|
+$3.78K
|
+42
|
+0.8%
|
|
|
1223
|
OneAscent Family Office
Birmingham,
Alabama
|
$472K
|
+$460K
|
+5,113
|
New
|
|
|
1224
|
|
$471K
|
–
|
–
|
–
|
|
|
1225
|
FNY Investment Advisers
New York
|
$471K
|
+$459K
|
+5,100
|
New
|
|
