|
1201
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$1.25M
|
-$1.62K
|
-3
|
-0.1%
|
|
|
1202
|
Wellington Shields & Co
New York
|
$1.25M
|
–
|
–
|
–
|
|
|
1203
|
Legal Advantage Investments
Los Altos Hills,
California
|
$1.25M
|
+$27K
|
+50
|
+2%
|
|
|
1204
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$1.25M
|
+$5.41K
|
+10
|
+0.4%
|
|
|
1205
|
Institute for Wealth Management
Denver,
Colorado
|
$1.25M
|
-$7.03K
|
-13
|
-0.5%
|
|
|
1206
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$1.25M
|
-$290K
|
-537
|
-18%
|
|
|
1207
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$1.24M
|
+$40K
|
+74
|
+3%
|
|
|
1208
|
Financial Engines Advisors
Santa Clara,
California
|
$1.24M
|
-$187K
|
-345
|
-12%
|
|
|
1209
|
Challenger Wealth Management
Aliso Viejo,
California
|
$1.24M
|
+$1.62K
|
+3
|
+0.1%
|
|
|
1210
|
International Assets Investment Management
Orlando,
Florida
|
$1.24M
|
+$193K
|
+357
|
+18%
|
|
|
1211
|
Marble Wealth
Montgomery,
Alabama
|
$1.23M
|
+$109K
|
+202
|
+9%
|
|
|
1212
|
IFG Advisory
Atlanta,
Georgia
|
$1.22M
|
+$1.29M
|
+2,384
|
+18,338%
|
|
|
1213
|
Chesley Taft & Associates
Chicago,
Illinois
|
$1.22M
|
+$8.11K
|
+15
|
+0.6%
|
|
|
1214
|
ABN AMRO Bank
Amsterdam,
Netherlands
|
$1.22M
|
–
|
–
|
–
|
|
|
1215
|
Purus Wealth Management
Newport Beach,
California
|
$1.21M
|
-$3.24K
|
-6
|
-0.3%
|
|
|
1216
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$1.21M
|
+$24.3K
|
+45
|
+2%
|
|
|
1217
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.2M
|
-$38.9K
|
-72
|
-3%
|
|
|
1218
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$1.2M
|
+$5.41K
|
+10
|
+0.4%
|
|
|
1219
|
Foster & Motley
Cincinnati,
Ohio
|
$1.19M
|
+$466K
|
+862
|
+58%
|
|
|
1220
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$1.19M
|
+$1.27M
|
+2,342
|
New
|
|
|
1221
|
CRA Financial Services
Northfield,
New Jersey
|
$1.19M
|
+$1.08K
|
+2
|
+0.1%
|
|
|
1222
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$1.19M
|
+$214K
|
+396
|
+20%
|
|
|
1223
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$1.19M
|
–
|
–
|
–
|
|
|
1224
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.18M
|
+$148K
|
+273
|
+13%
|
|
|
1225
|
TCTC Holdings
Dallas,
Texas
|
$1.18M
|
+$236K
|
+437
|
+23%
|
|
