|
951
|
Pinnacle Associates
New York
|
$775K
|
-$23.4K
|
-232
|
-3%
|
|
|
952
|
CreativeOne Wealth
Overland Park,
Kansas
|
$775K
|
+$205K
|
+2,037
|
+36%
|
|
|
953
|
Anchor Investment Management
Columbia,
South Carolina
|
$771K
|
-$49.6K
|
-493
|
-6%
|
|
|
954
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$770K
|
+$22.1K
|
+219
|
+3%
|
|
|
955
|
Warm Springs Advisors
Larkspur,
California
|
$769K
|
+$33.2K
|
+330
|
+5%
|
|
|
956
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$764K
|
–
|
–
|
–
|
|
|
957
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$764K
|
–
|
–
|
–
|
|
|
958
|
J. Safra Asset Management
New York
|
$762K
|
+$270K
|
+2,686
|
+55%
|
|
|
959
|
Evergreen Capital Management
Bellevue,
Washington
|
$761K
|
+$122K
|
+1,210
|
+19%
|
|
|
960
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$760K
|
+$152K
|
+1,509
|
+25%
|
|
|
961
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$760K
|
-$2.82K
|
-28
|
-0.3%
|
|
|
962
|
R Squared
Central,
Hong Kong
|
$760K
|
+$749K
|
+7,440
|
+8,267%
|
|
|
963
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$754K
|
+$312K
|
+3,096
|
+71%
|
|
|
964
|
|
$742K
|
+$741K
|
+7,359
|
New
|
|
|
965
|
Napa Wealth Management
Napa,
California
|
$740K
|
+$739K
|
+7,340
|
New
|
|
|
966
|
BFSG LLC
Irvine,
California
|
$739K
|
-$6.54K
|
-65
|
-0.9%
|
|
|
967
|
Close Asset Management
London,
United Kingdom
|
$738K
|
+$63.9K
|
+635
|
+10%
|
|
|
968
|
FAS Wealth Partners
Leawood,
Kansas
|
$733K
|
–
|
–
|
–
|
|
|
969
|
Alta Advisers
London,
United Kingdom
|
$730K
|
+$242K
|
+2,400
|
+50%
|
|
|
970
|
Callan Family Office
Radnor,
Pennsylvania
|
$726K
|
-$141K
|
-1,404
|
-16%
|
|
|
971
|
First Horizon Advisors
Memphis,
Tennessee
|
$725K
|
-$28.4K
|
-282
|
-4%
|
|
|
972
|
Paladin Wealth
Arden Hills,
Minnesota
|
$722K
|
+$11.4K
|
+113
|
+2%
|
|
|
973
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$719K
|
+$46K
|
+457
|
+7%
|
|
|
974
|
Stonegate Investment Group
Birmingham,
Alabama
|
$718K
|
-$71.2K
|
-707
|
-9%
|
|
|
975
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$717K
|
+$12.5K
|
+124
|
+2%
|
|
