|
2626
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$383K
|
–
|
–
|
–
|
|
|
2627
|
Osborne Partners Capital Management
San Francisco,
California
|
$382K
|
-$203K
|
-8,080
|
-37%
|
|
|
2628
|
American Asset Management
Boca Raton,
Florida
|
$382K
|
–
|
–
|
–
|
|
|
2629
|
Key Square Capital Management
Stamford,
Connecticut
|
$382K
|
+$351K
|
+14,000
|
New
|
|
|
2630
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$381K
|
+$1.5K
|
+60
|
+0.4%
|
|
|
2631
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$378K
|
-$108K
|
-4,290
|
-24%
|
|
|
2632
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$378K
|
–
|
–
|
–
|
|
|
2633
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$378K
|
+$21.6K
|
+860
|
+7%
|
|
|
2634
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$378K
|
+$59.9K
|
+2,390
|
+13%
|
|
|
2635
|
Vivaldi Capital Management
Chicago,
Illinois
|
$377K
|
+$25.6K
|
+1,020
|
+5%
|
|
|
2636
|
Castleview Partners
Dallas,
Texas
|
$374K
|
+$344K
|
+13,730
|
New
|
|
|
2637
|
Vaughan David Investments
Peoria,
Illinois
|
$372K
|
-$30.3K
|
-1,210
|
-8%
|
|
|
2638
|
|
$372K
|
-$7.52K
|
-300
|
-2%
|
|
|
2639
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$372K
|
+$71.2K
|
+2,840
|
+26%
|
|
|
2640
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$371K
|
+$42.4K
|
+1,690
|
+14%
|
|
|
2641
|
Holloway Wealth Management
Gainesville,
Florida
|
$370K
|
–
|
–
|
–
|
|
|
2642
|
Simon Quick Advisors
Morristown,
New Jersey
|
$370K
|
+$242K
|
+9,630
|
+246%
|
|
|
2643
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$369K
|
+$53.9K
|
+2,150
|
+19%
|
|
|
2644
|
Morling Financial Advisors
Fremont,
California
|
$366K
|
-$10K
|
-400
|
-3%
|
|
|
2645
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$366K
|
+$5.02K
|
+200
|
+2%
|
|
|
2646
|
TFC Financial Management
Boston,
Massachusetts
|
$364K
|
+$33.6K
|
+1,340
|
+11%
|
|
|
2647
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$363K
|
-$20.1K
|
-800
|
-6%
|
|
|
2648
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$363K
|
–
|
–
|
–
|
|
|
2649
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$362K
|
-$67.7K
|
-2,700
|
-17%
|
|
|
2650
|
IMPACTfolio
Denver,
Colorado
|
$362K
|
+$13.8K
|
+550
|
+4%
|
|
