|
1201
|
Oak Asset Management
Westlake Village,
California
|
$1.28M
|
+$2.7K
|
+5
|
+0.2%
|
|
|
1202
|
Jupiter Wealth Management
Glendale,
Colorado
|
$1.27M
|
–
|
–
|
–
|
|
|
1203
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
$1.27M
|
-$36.8K
|
-68
|
-3%
|
|
|
1204
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$1.27M
|
+$1.35M
|
+2,495
|
New
|
|
|
1205
|
|
$1.27M
|
+$197K
|
+365
|
+17%
|
|
|
1206
|
Portside Wealth Group
Provo,
Utah
|
$1.26M
|
+$105K
|
+194
|
+8%
|
|
|
1207
|
Impact Partnership Wealth
Marietta,
Georgia
|
$1.26M
|
+$632K
|
+1,169
|
+90%
|
|
|
1208
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$1.26M
|
+$30.8K
|
+57
|
+2%
|
|
|
1209
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$1.25M
|
-$1.62K
|
-3
|
-0.1%
|
|
|
1210
|
Wellington Shields & Co
New York
|
$1.25M
|
–
|
–
|
–
|
|
|
1211
|
Legal Advantage Investments
Los Altos Hills,
California
|
$1.25M
|
+$27K
|
+50
|
+2%
|
|
|
1212
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$1.25M
|
+$5.41K
|
+10
|
+0.4%
|
|
|
1213
|
Institute for Wealth Management
Denver,
Colorado
|
$1.25M
|
-$7.03K
|
-13
|
-0.5%
|
|
|
1214
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$1.25M
|
-$290K
|
-537
|
-18%
|
|
|
1215
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$1.24M
|
+$40K
|
+74
|
+3%
|
|
|
1216
|
Financial Engines Advisors
Santa Clara,
California
|
$1.24M
|
-$187K
|
-345
|
-12%
|
|
|
1217
|
Challenger Wealth Management
Aliso Viejo,
California
|
$1.24M
|
+$1.62K
|
+3
|
+0.1%
|
|
|
1218
|
International Assets Investment Management
Orlando,
Florida
|
$1.24M
|
+$193K
|
+357
|
+18%
|
|
|
1219
|
Marble Wealth
Montgomery,
Alabama
|
$1.23M
|
+$109K
|
+202
|
+9%
|
|
|
1220
|
IFG Advisory
Atlanta,
Georgia
|
$1.22M
|
+$1.29M
|
+2,384
|
+18,338%
|
|
|
1221
|
Chesley Taft & Associates
Chicago,
Illinois
|
$1.22M
|
+$8.11K
|
+15
|
+0.6%
|
|
|
1222
|
ABN AMRO Bank
Amsterdam,
Netherlands
|
$1.22M
|
–
|
–
|
–
|
|
|
1223
|
Purus Wealth Management
Newport Beach,
California
|
$1.21M
|
-$3.24K
|
-6
|
-0.3%
|
|
|
1224
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$1.21M
|
+$24.3K
|
+45
|
+2%
|
|
|
1225
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.2M
|
-$38.9K
|
-72
|
-3%
|
|
