|
2301
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$10.4M
|
-$76.7K
|
-440
|
-0.8%
|
|
|
2302
|
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
|
$10.4M
|
-$805K
|
-4,617
|
-8%
|
|
|
2303
|
National Wealth Management Group
Cincinnati,
Ohio
|
$10.3M
|
+$2.22M
|
+12,714
|
+30%
|
|
|
2304
|
ORG Partners
Roanoke,
Indiana
|
$10.3M
|
+$619K
|
+3,551
|
+7%
|
|
|
2305
|
Cabot Wealth Management
Salem,
Massachusetts
|
$10.3M
|
-$14.5K
|
-83
|
-0.2%
|
|
|
2306
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$10.3M
|
-$2.05M
|
-11,762
|
-18%
|
|
|
2307
|
University of Wisconsin Foundation
Madison,
Wisconsin
|
$10.3M
|
+$9.6M
|
+55,066
|
New
|
|
|
2308
|
CKW Financial Group
Honolulu,
Hawaii
|
$10.3M
|
-$241K
|
-1,381
|
-2%
|
|
|
2309
|
Artemis Wealth Advisors
New York
|
$10.3M
|
–
|
–
|
–
|
|
|
2310
|
MGB Wealth Management
Addison,
Texas
|
$10.3M
|
+$59.6K
|
+342
|
+0.6%
|
|
|
2311
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$10.3M
|
+$1.64M
|
+9,402
|
+21%
|
|
|
2312
|
IMS Capital Management
Portland,
Oregon
|
$10.2M
|
-$35K
|
-201
|
-0.4%
|
|
|
2313
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
$10.2M
|
+$112K
|
+642
|
+1%
|
|
|
2314
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$10.2M
|
-$104K
|
-597
|
-1%
|
|
|
2315
|
Kessler Investment Group
Columbus,
Indiana
|
$10.2M
|
+$66.8K
|
+383
|
+0.7%
|
|
|
2316
|
ORG Wealth Partners
Dallas,
Texas
|
$10.2M
|
+$932K
|
+5,346
|
+11%
|
|
|
2317
|
Asahi Life Asset Management
Tokyo,
Japan
|
$10.2M
|
-$584K
|
-3,349
|
-6%
|
|
|
2318
|
DRW Securities
Chicago,
Illinois
|
$10.2M
|
-$24.9M
|
-142,902
|
-72%
|
|
|
2319
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$10.2M
|
+$174K
|
+999
|
+2%
|
|
|
2320
|
Members Trust
Tampa,
Florida
|
$10.2M
|
+$7.77M
|
+44,562
|
+444%
|
|
|
2321
|
Eley Financial Management
South Burlington,
Vermont
|
$10.2M
|
-$50.2K
|
-288
|
-0.5%
|
|
|
2322
|
Mason & Associates (California)
Los Angeles,
California
|
$10.2M
|
-$111K
|
-635
|
-1%
|
|
|
2323
|
Robbins Farley
Bedford,
New Hampshire
|
$10.2M
|
-$1.82M
|
-10,415
|
-16%
|
|
|
2324
|
Blue Square Asset Management
New York
|
$10.1M
|
+$49.3K
|
+283
|
+0.5%
|
|
|
2325
|
Alpha Capital Management
Austin,
Texas
|
$10.1M
|
-$378K
|
-2,166
|
-4%
|
|
