|
1301
|
Laidlaw Wealth Management
New York City,
New York
|
$1.05M
|
-$134K
|
-2,370
|
-12%
|
|
|
1302
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$1.04M
|
-$30.4K
|
-540
|
-3%
|
|
|
1303
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.04M
|
+$963K
|
+17,080
|
New
|
|
|
1304
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$1.03M
|
+$127K
|
+2,250
|
+15%
|
|
|
1305
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$1.03M
|
-$226K
|
-4,010
|
-19%
|
|
|
1306
|
Operose Advisors
Milwaukee,
Wisconsin
|
$1.03M
|
+$851K
|
+15,100
|
+834%
|
|
|
1307
|
RB Capital Management
Reno,
Nevada
|
$1.03M
|
-$205K
|
-3,640
|
-18%
|
|
|
1308
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$1.03M
|
+$95.3K
|
+1,690
|
+11%
|
|
|
1309
|
Fox Run Management
Greenwich,
Connecticut
|
$1.03M
|
+$952K
|
+16,880
|
New
|
|
|
1310
|
Aprio Wealth Management
Atlanta,
Georgia
|
$1.02M
|
+$175K
|
+3,110
|
+23%
|
|
|
1311
|
Strategy Asset Managers
Pasadena,
California
|
$1.02M
|
+$948K
|
+16,820
|
New
|
|
|
1312
|
Sompo Asset Management
Tokyo,
Japan
|
$1.02M
|
-$67.7K
|
-1,200
|
-7%
|
|
|
1313
|
CM Wealth Advisors
Beachwood,
Ohio
|
$1.02M
|
+$949K
|
+16,830
|
New
|
|
|
1314
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$1.02M
|
+$11.3K
|
+200
|
+1%
|
|
|
1315
|
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
$1.01M
|
+$197K
|
+3,490
|
+26%
|
|
|
1316
|
Essex Financial Services
Essex,
Connecticut
|
$1.01M
|
+$225K
|
+3,990
|
+31%
|
|
|
1317
|
DGS Capital Management
Jersey City,
New Jersey
|
$1.01M
|
+$332K
|
+5,880
|
+55%
|
|
|
1318
|
Riverview Capital Advisers
Boston,
Massachusetts
|
$1.01M
|
–
|
–
|
–
|
|
|
1319
|
Edge Capital Group
Atlanta,
Georgia
|
$1.01M
|
-$5.64K
|
-100
|
-0.6%
|
|
|
1320
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$1.01M
|
-$6.77K
|
-120
|
-0.7%
|
|
|
1321
|
Everpar Advisors
Tulsa,
Oklahoma
|
$1.01M
|
-$24.2K
|
-430
|
-3%
|
|
|
1322
|
Sendero Wealth Management
San Antonio,
Texas
|
$1M
|
-$1.23M
|
-21,770
|
-57%
|
|
|
1323
|
Umpqua Bank
Lake Oswego,
Oregon
|
$1M
|
+$932K
|
+16,530
|
New
|
|
|
1324
|
Symphony Financial
Houston,
Texas
|
$1,000K
|
-$311K
|
-5,520
|
-25%
|
|
|
1325
|
|
$1,000K
|
+$475K
|
+8,420
|
+105%
|
|
