|
601
|
Seven Post Investment Office
San Francisco,
California
|
$391K
|
–
|
–
|
–
|
|
|
602
|
Saxon Interests
Houston,
Texas
|
$390K
|
+$137K
|
+895
|
+56%
|
|
|
603
|
Bulltick Wealth Management
Miami,
Florida
|
$390K
|
+$40.3K
|
+264
|
+12%
|
|
|
604
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$387K
|
+$10.1K
|
+66
|
+3%
|
|
|
605
|
Capasso Planning Partners
Charleston,
South Carolina
|
$385K
|
+$6.26K
|
+41
|
+2%
|
|
|
606
|
Maimon Wealth Management
Ra'anana,
Israel
|
$385K
|
+$70.3K
|
+460
|
+23%
|
|
|
607
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$382K
|
–
|
–
|
–
|
|
|
608
|
Provident Wealth Management
Brentwood,
Tennessee
|
$379K
|
–
|
–
|
–
|
|
|
609
|
Level Four Advisory Services
Dallas,
Texas
|
$378K
|
–
|
–
|
–
|
|
|
610
|
Private Trust Company
Cleveland,
Ohio
|
$376K
|
+$116K
|
+762
|
+47%
|
|
|
611
|
Essex Savings Bank
Essex,
Connecticut
|
$373K
|
-$14.5K
|
-95
|
-4%
|
|
|
612
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$372K
|
–
|
–
|
–
|
|
|
613
|
Angeles Wealth Management
Santa Monica,
California
|
$372K
|
+$2.03M
|
+13,311
|
New
|
|
|
614
|
Highlander Partners
Dallas,
Texas
|
$370K
|
–
|
–
|
–
|
|
|
615
|
Claro Advisors
Boston,
Massachusetts
|
$367K
|
-$917
|
-6
|
-0.3%
|
|
|
616
|
Two Sigma Investments
New York
|
$361K
|
+$351K
|
+2,300
|
New
|
|
|
617
|
IFP Advisors
Tampa,
Florida
|
$361K
|
-$153K
|
-1,000
|
-30%
|
|
|
618
|
Regal Investment Advisors
Kentwood,
Michigan
|
$360K
|
+$1.38K
|
+9
|
+0.4%
|
|
|
619
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$359K
|
–
|
–
|
–
|
|
|
620
|
Essex Financial Services
Essex,
Connecticut
|
$358K
|
–
|
–
|
–
|
|
|
621
|
Fort Point Capital Partners
San Francisco,
California
|
$358K
|
+$20.6K
|
+135
|
+6%
|
|
|
622
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$357K
|
+$5.04K
|
+33
|
+1%
|
|
|
623
|
Summit Financial Strategies
Columbus,
Ohio
|
$356K
|
-$9.32K
|
-61
|
-3%
|
|
|
624
|
Moran Wealth Management
Naples,
Florida
|
$355K
|
-$2.14M
|
-14,020
|
-86%
|
|
|
625
|
Baker Avenue Asset Management
San Francisco,
California
|
$354K
|
–
|
–
|
–
|
|
