|
1201
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$12.5M
|
-$2.02M
|
3
|
1.2%
|
Reduced
|
|
|
1202
|
Naviter Wealth
Little Rock,
Arkansas
|
$12.5M
|
-$323K
|
2
|
1.13%
|
Reduced
|
|
|
1203
|
|
$12.4M
|
+$130K
|
1
|
0.48%
|
Increased
|
|
|
1204
|
Emerald Investment Advisers
Leola,
Pennsylvania
|
$12.4M
|
+$2.85M
|
1
|
0.83%
|
Increased
|
|
|
1205
|
C WorldWide Group
Copenhagen,
Denmark
|
$12.4M
|
-$98.1M
|
1
|
0.3%
|
Reduced
|
|
|
1206
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$12.3M
|
+$1.69M
|
1
|
1.86%
|
Increased
|
|
|
1207
|
Trivium Point Advisory
Westport,
Connecticut
|
$12.3M
|
+$4.77M
|
3
|
1.12%
|
Increased
|
|
|
1208
|
Riverview Capital Advisers
Boston,
Massachusetts
|
$12.3M
|
-$67.6K
|
2
|
3.53%
|
Reduced
|
|
|
1209
|
SBI Okasan Asset Management
Tokyo,
Japan
|
$12.3M
|
-$544K
|
4
|
0.4%
|
Reduced
|
|
|
1210
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$12.3M
|
+$243K
|
4
|
0.79%
|
Increased
|
|
|
1211
|
MONECO Advisors
Fairfield,
Connecticut
|
$12.3M
|
+$4.68M
|
3
|
0.75%
|
Increased
|
|
|
1212
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$12.3M
|
-$1.7M
|
3
|
0.22%
|
Reduced
|
|
|
1213
|
Nepsis Inc
Minneapolis,
Minnesota
|
$12.2M
|
+$1.91M
|
1
|
4.14%
|
Increased
|
|
|
1214
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$12.2M
|
+$283K
|
3
|
0.48%
|
Increased
|
|
|
1215
|
First National Bank of Omaha
Omaha,
Nebraska
|
$12.1M
|
+$1.08M
|
1
|
0.34%
|
Increased
|
|
|
1216
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$12.1M
|
+$86.8K
|
5
|
0.59%
|
Increased
|
|
|
1217
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$12.1M
|
+$5.5M
|
4
|
0.24%
|
Increased
|
|
|
1218
|
Frec Markets Inc
San Francisco,
California
|
$12.1M
|
+$2.51M
|
4
|
1.08%
|
Increased
|
|
|
1219
|
Qtron Investments
Boston,
Massachusetts
|
$12M
|
-$1.91M
|
2
|
1.61%
|
Reduced
|
|
|
1220
|
Meiji Yasuda America
New York
|
$12M
|
+$2.3M
|
2
|
2.01%
|
Increased
|
|
|
1221
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$12M
|
+$184K
|
3
|
0.58%
|
Increased
|
|
|
1222
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$12M
|
+$111K
|
1
|
3.52%
|
Increased
|
|
|
1223
|
Portside Wealth Group
Provo,
Utah
|
$12M
|
+$382K
|
2
|
1.4%
|
Increased
|
|
|
1224
|
Hawk Ridge Capital Management
Los Angeles,
California
|
$12M
|
+$8.2M
|
1
|
0.38%
|
New
|
|
|
1225
|
Stratos Investment Management
Beachwood,
Ohio
|
$12M
|
+$129K
|
2
|
0.43%
|
Increased
|
|