|
1201
|
American Trust
Lexington,
Kentucky
|
$283K
|
–
|
–
|
–
|
|
|
1202
|
Summit X LLC
Chesterfield,
Missouri
|
$282K
|
+$279K
|
+2,659
|
New
|
|
|
1203
|
Blue Trust Inc
Alpharetta,
Georgia
|
$282K
|
+$7.45K
|
+71
|
+3%
|
|
|
1204
|
NWF Advisory Services
Los Angeles,
California
|
$278K
|
–
|
–
|
–
|
|
|
1205
|
United Asset Strategies
Garden City,
New York
|
$278K
|
–
|
–
|
–
|
|
|
1206
|
SWMG LLC
Fort Worth,
Texas
|
$277K
|
–
|
–
|
–
|
|
|
1207
|
First Wilshire Securities Management
Pasadena,
California
|
$276K
|
–
|
–
|
–
|
|
|
1208
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$275K
|
–
|
–
|
–
|
|
|
1209
|
Eudaimonia Partners
Winchester,
Tennessee
|
$275K
|
-$149K
|
-1,421
|
-35%
|
|
|
1210
|
Wealth Architects
Mountain View,
California
|
$275K
|
-$7.87K
|
-75
|
-3%
|
|
|
1211
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$274K
|
-$73.4K
|
-700
|
-21%
|
|
|
1212
|
Client 1st Advisory Group
Dunedin,
Florida
|
$273K
|
+$270K
|
+2,578
|
New
|
|
|
1213
|
Tucker Asset Management
Littleton,
Colorado
|
$272K
|
+$105
|
+1
|
+0%
|
|
|
1214
|
Hollencrest Capital Management
Newport Beach,
California
|
$272K
|
-$15.6K
|
-149
|
-5%
|
|
|
1215
|
ORG Partners
Roanoke,
Indiana
|
$271K
|
+$268K
|
+2,555
|
New
|
|
|
1216
|
Nadler Financial Group
Deerfield,
Illinois
|
$271K
|
-$45.8K
|
-437
|
-15%
|
|
|
1217
|
Zacks Investment Management
Chicago,
Illinois
|
$270K
|
+$1.78K
|
+17
|
+0.7%
|
|
|
1218
|
1776 Wealth
Atlanta,
Georgia
|
$270K
|
–
|
–
|
–
|
|
|
1219
|
American Money Management
Rancho Santa Fe,
California
|
$269K
|
+$524
|
+5
|
+0.2%
|
|
|
1220
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$269K
|
+$266K
|
+2,534
|
New
|
|
|
1221
|
Safeguard Financial
Minocqua,
Wisconsin
|
$268K
|
-$56.4K
|
-538
|
-18%
|
|
|
1222
|
GHP Investment Advisors
Denver,
Colorado
|
$268K
|
-$5.04K
|
-48
|
-2%
|
|
|
1223
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$266K
|
-$56.5K
|
-539
|
-28%
|
|
|
1224
|
Berkeley Inc
Boise,
Idaho
|
$265K
|
+$59.7K
|
+569
|
+30%
|
|
|
1225
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$263K
|
-$37.7K
|
-359
|
-13%
|
|
