|
1226
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$646K
|
-$8.96K
|
-70
|
-2%
|
|
|
1227
|
Capula Management
Grand Cayman,
Cayman Islands
|
$645K
|
+$494K
|
+3,857
|
New
|
|
|
1228
|
Safeguard Investment Advisory Group
Corona,
California
|
$645K
|
-$31.2K
|
-244
|
-6%
|
|
|
1229
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$644K
|
+$5.76K
|
+45
|
+1%
|
|
|
1230
|
WP Advisors
San Francisco,
California
|
$643K
|
-$12.5K
|
-98
|
-2%
|
|
|
1231
|
Gabelli & Co Investment Advisers
Rye,
New York
|
$636K
|
–
|
–
|
–
|
|
|
1232
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$627K
|
+$479K
|
+3,745
|
New
|
|
|
1233
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$623K
|
+$23.7K
|
+185
|
+5%
|
|
|
1234
|
Meridian Investment Counsel
Lafayette,
California
|
$623K
|
+$476K
|
+3,721
|
New
|
|
|
1235
|
Bell Bank
Fargo,
North Dakota
|
$622K
|
-$10.2K
|
-80
|
-2%
|
|
|
1236
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$621K
|
+$640
|
+5
|
+0.1%
|
|
|
1237
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$620K
|
+$422K
|
+3,299
|
New
|
|
|
1238
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$618K
|
–
|
–
|
–
|
|
|
1239
|
Evercore Wealth Management
New York
|
$616K
|
-$8.57K
|
-67
|
-2%
|
|
|
1240
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$614K
|
-$66.7K
|
-521
|
-12%
|
|
|
1241
|
Park National Corp
Newark,
Ohio
|
$614K
|
–
|
–
|
–
|
|
|
1242
|
SVB Wealth
Boston,
Massachusetts
|
$614K
|
-$76.6K
|
-599
|
-14%
|
|
|
1243
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$610K
|
+$13.1K
|
+102
|
+3%
|
|
|
1244
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$608K
|
-$202K
|
-1,580
|
-30%
|
|
|
1245
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$606K
|
+$2.69K
|
+21
|
+0.6%
|
|
|
1246
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$604K
|
–
|
–
|
–
|
|
|
1247
|
Cherokee Insurance
Sterling Heights,
Michigan
|
$602K
|
–
|
–
|
–
|
|
|
1248
|
Stonegate Investment Group
Birmingham,
Alabama
|
$597K
|
-$80.7K
|
-631
|
-15%
|
|
|
1249
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$597K
|
-$37.9K
|
-296
|
-8%
|
|
|
1250
|
Summitry LLC
Foster City,
California
|
$595K
|
+$455K
|
+3,553
|
New
|
|
