|
726
|
CPWM LLC
Seattle,
Washington
|
$1.33M
|
+$281K
|
+1,861
|
+27%
|
|
|
727
|
Sitrin Capital Management
Century City,
California
|
$1.33M
|
–
|
–
|
–
|
|
|
728
|
First Wilshire Securities Management
Pasadena,
California
|
$1.32M
|
–
|
–
|
–
|
|
|
729
|
Credit Suisse
Zurich,
Switzerland
|
$1.32M
|
-$1.49M
|
-9,877
|
-53%
|
|
|
730
|
Goelzer Investment Management
Carmel,
Indiana
|
$1.31M
|
-$6.33K
|
-42
|
-0.5%
|
|
|
731
|
|
$1.31M
|
-$60K
|
-398
|
-4%
|
|
|
732
|
King Wealth Management Group
Naples,
Florida
|
$1.29M
|
-$27.6K
|
-183
|
-2%
|
|
|
733
|
Financial Insights
Tacoma,
Washington
|
$1.28M
|
-$2.11K
|
-14
|
-0.2%
|
|
|
734
|
SouthState Corp
Winter Haven,
Florida
|
$1.27M
|
-$19.6K
|
-130
|
-2%
|
|
|
735
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$1.27M
|
–
|
–
|
–
|
|
|
736
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.26M
|
-$2.98M
|
-19,761
|
-70%
|
|
|
737
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$1.26M
|
-$265K
|
-1,760
|
-17%
|
|
|
738
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$1.25M
|
+$18.1K
|
+120
|
+1%
|
|
|
739
|
ACG Wealth
Atlanta,
Georgia
|
$1.25M
|
-$296K
|
-1,965
|
-19%
|
|
|
740
|
WealthSource Partners
San Luis Obispo,
California
|
$1.25M
|
-$4.82K
|
-32
|
-0.4%
|
|
|
741
|
Lutz Financial Services
Omaha,
Nebraska
|
$1.25M
|
+$15.4K
|
+102
|
+1%
|
|
|
742
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$1.24M
|
+$1.15M
|
+7,660
|
+1,413%
|
|
|
743
|
LVW Advisors
Pittsford,
New York
|
$1.23M
|
+$46.9K
|
+311
|
+4%
|
|
|
744
|
Roosevelt Investment Group
New York
|
$1.23M
|
–
|
–
|
–
|
|
|
745
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$1.22M
|
+$1.36K
|
+9
|
+0.1%
|
|
|
746
|
BTR Capital Management
Oakland,
California
|
$1.22M
|
+$45.2K
|
+300
|
+4%
|
|
|
747
|
Weitz Investment Management
Omaha,
Nebraska
|
$1.22M
|
–
|
–
|
–
|
|
|
748
|
|
$1.22M
|
-$131K
|
-872
|
-10%
|
|
|
749
|
Price Wealth
Austin,
Texas
|
$1.21M
|
+$1.19M
|
+7,904
|
+7,600%
|
|
|
750
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$1.21M
|
-$82.5K
|
-547
|
-6%
|
|
