|
826
|
Sierra Ocean
Ripon,
California
|
$732
|
–
|
–
|
–
|
|
|
827
|
Winnow Wealth
Waco,
Texas
|
$706
|
+$235
|
+4
|
+44%
|
|
|
828
|
Pacific Center for Financial Services
San Ramon,
California
|
$659
|
–
|
–
|
–
|
|
|
829
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$658
|
–
|
–
|
–
|
|
|
830
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$586
|
–
|
–
|
–
|
|
|
831
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$585
|
+$646
|
+11
|
New
|
|
|
832
|
SOA Wealth Advisors
New York
|
$446
|
–
|
–
|
–
|
|
|
833
|
Bogart Wealth LLC
Mclean,
Virginia
|
$439
|
+$470
|
+8
|
New
|
|
|
834
|
Bullock Wealth Management
Bloomington,
Indiana
|
$381
|
–
|
–
|
–
|
|
|
835
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$368
|
+$411
|
+7
|
New
|
|
|
836
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$366
|
-$352
|
-6
|
-46%
|
|
|
837
|
Parkworth Wealth Management
Los Gatos,
California
|
$366
|
–
|
–
|
–
|
|
|
838
|
Osterweis Capital Management
San Francisco,
California
|
$366
|
+$411
|
+7
|
New
|
|
|
839
|
Chesapeake Asset Management
New York
|
$365
|
–
|
–
|
–
|
|
|
840
|
Advisornet Financial
Minnetonka,
Minnesota
|
$293
|
-$3.23K
|
-55
|
-92%
|
|
|
841
|
|
$293
|
-$176
|
-3
|
-38%
|
|
|
842
|
Greenline Partners
New York
|
$293
|
+$294
|
+5
|
New
|
|
|
843
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$293
|
+$294
|
+5
|
New
|
|
|
844
|
Bear Mountain Capital
Seattle,
Washington
|
$277
|
+$294
|
+5
|
New
|
|
|
845
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$220
|
+$235
|
+4
|
New
|
|
|
846
|
TFC Financial Management
Boston,
Massachusetts
|
$147
|
–
|
–
|
–
|
|
|
847
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$146
|
–
|
–
|
–
|
|
|
848
|
Artisan Partners
Milwaukee,
Wisconsin
|
–
|
-$121M
|
-2,143,313
|
Closed
|
|
|
849
|
Balyasny Asset Management
Chicago,
Illinois
|
–
|
-$76M
|
-1,344,504
|
Closed
|
|
|
850
|
Ceredex Value Advisors
Orlando,
Florida
|
–
|
-$37.9M
|
-670,658
|
Closed
|
|
