|
1101
|
Charles Schwab Trust
Henderson,
Nevada
|
$250K
|
–
|
–
|
–
|
|
|
1102
|
Centennial Bank
Conway,
Arkansas
|
$250K
|
+$235K
|
+1,066
|
New
|
|
|
1103
|
Key Financial Inc
West Chester,
Pennsylvania
|
$249K
|
–
|
–
|
–
|
|
|
1104
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$249K
|
+$235K
|
+1,065
|
New
|
|
|
1105
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$248K
|
-$16.3K
|
-74
|
-7%
|
|
|
1106
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$248K
|
-$3.53K
|
-16
|
-1%
|
|
|
1107
|
Pettee Investors
Rowayton,
Connecticut
|
$248K
|
–
|
–
|
–
|
|
|
1108
|
Westpac Banking Corp
Sydney,
Australia
|
$245K
|
–
|
–
|
–
|
|
|
1109
|
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
$244K
|
–
|
–
|
–
|
|
|
1110
|
L.J. Altfest & Co
New York
|
$243K
|
-$6.83K
|
-31
|
-3%
|
|
|
1111
|
Legacy Financial Advisors
Covington,
Kentucky
|
$243K
|
+$229K
|
+1,037
|
New
|
|
|
1112
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$243K
|
+$228K
|
+1,036
|
New
|
|
|
1113
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$243K
|
–
|
–
|
–
|
|
|
1114
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$242K
|
+$3.97K
|
+18
|
+2%
|
|
|
1115
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$242K
|
-$438K
|
-1,985
|
-66%
|
|
|
1116
|
Trust Point Inc
La Crosse,
Wisconsin
|
$241K
|
-$38.6K
|
-175
|
-15%
|
|
|
1117
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
$241K
|
+$1.76K
|
+8
|
+0.8%
|
|
|
1118
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$241K
|
+$227K
|
+1,029
|
New
|
|
|
1119
|
HCR Wealth Advisors
Los Angeles,
California
|
$240K
|
–
|
–
|
–
|
|
|
1120
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$239K
|
+$183K
|
+828
|
+427%
|
|
|
1121
|
Wedgewood Investors
Erie,
Pennsylvania
|
$239K
|
–
|
–
|
–
|
|
|
1122
|
Callan Capital
La Jolla,
California
|
$237K
|
+$224K
|
+1,014
|
New
|
|
|
1123
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$237K
|
–
|
–
|
–
|
|
|
1124
|
Old Mission Investment Co
Traverse City,
Michigan
|
$237K
|
–
|
–
|
–
|
|
|
1125
|
Breakwater Capital Group
Paramus,
New Jersey
|
$237K
|
+$223K
|
+1,013
|
New
|
|
