|
801
|
HoyleCohen
San Diego,
California
|
$321K
|
–
|
–
|
–
|
|
|
802
|
Golden State Equity Partners
South Coast Metro,
California
|
$321K
|
+$5.59K
|
+16
|
+2%
|
|
|
803
|
|
$321K
|
–
|
–
|
–
|
|
|
804
|
Monterey Private Wealth
Monterey,
California
|
$318K
|
+$699
|
+2
|
+0.2%
|
|
|
805
|
Clare Market Investments
Dallas,
Texas
|
$318K
|
-$9.09K
|
-26
|
-3%
|
|
|
806
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$317K
|
-$14K
|
-40
|
-5%
|
|
|
807
|
Eagle Strategies
New York
|
$317K
|
-$10.5K
|
-30
|
-3%
|
|
|
808
|
Pine Valley Investments
Marlton,
New Jersey
|
$316K
|
–
|
–
|
–
|
|
|
809
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$316K
|
+$1.4K
|
+4
|
+0.5%
|
|
|
810
|
Great Diamond Partners
Portland,
Maine
|
$315K
|
–
|
–
|
–
|
|
|
811
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$315K
|
-$25.9K
|
-74
|
-8%
|
|
|
812
|
John W. Brooker & Co
Oakland,
California
|
$314K
|
–
|
–
|
–
|
|
|
813
|
Patten & Patten
Chattanooga,
Tennessee
|
$313K
|
–
|
–
|
–
|
|
|
814
|
Keebeck Wealth Management
Chicago,
Illinois
|
$312K
|
+$5.24K
|
+15
|
+2%
|
|
|
815
|
Apella Capital
West Hartford,
Connecticut
|
$312K
|
–
|
–
|
–
|
|
|
816
|
Seven Mile Advisory
Ewing,
New Jersey
|
$312K
|
–
|
–
|
–
|
|
|
817
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$311K
|
+$43K
|
+123
|
+17%
|
|
|
818
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$307K
|
–
|
–
|
–
|
|
|
819
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$305K
|
–
|
–
|
–
|
|
|
820
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$304K
|
-$868K
|
-2,485
|
-76%
|
|
|
821
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$303K
|
–
|
–
|
–
|
|
|
822
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$303K
|
–
|
–
|
–
|
|
|
823
|
|
$301K
|
–
|
–
|
–
|
|
|
824
|
SilverOak Wealth Management
Edina,
Minnesota
|
$301K
|
+$280K
|
+800
|
New
|
|
|
825
|
|
$300K
|
+$278K
|
+795
|
New
|
|
