|
926
|
Perennial Investment Advisors
Los Angeles,
California
|
$3.67M
|
+$313K
|
+1,060
|
+10%
|
|
|
927
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$3.66M
|
-$72.3K
|
-245
|
-2%
|
|
|
928
|
Levin Capital Strategies
New York
|
$3.66M
|
+$1.77M
|
+6,000
|
+111%
|
|
|
929
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$3.66M
|
–
|
–
|
–
|
|
|
930
|
WealthSource Partners
San Luis Obispo,
California
|
$3.64M
|
+$243K
|
+823
|
+8%
|
|
|
931
|
WBH Advisory
Baltimore,
Maryland
|
$3.6M
|
+$3.31M
|
+11,224
|
New
|
|
|
932
|
Montecito Bank & Trust
Santa Barbara,
California
|
$3.6M
|
-$604K
|
-2,046
|
-15%
|
|
|
933
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$3.59M
|
-$6.2K
|
-21
|
-0.2%
|
|
|
934
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$3.58M
|
-$337K
|
-1,141
|
-9%
|
|
|
935
|
Wexford Capital
West Palm Beach,
Florida
|
$3.58M
|
+$3.29M
|
+11,159
|
New
|
|
|
936
|
West Financial Advisors
Des Moines,
Iowa
|
$3.58M
|
-$5.31K
|
-18
|
-0.2%
|
|
|
937
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$3.58M
|
-$54.6K
|
-185
|
-2%
|
|
|
938
|
WR Wealth Planners
Columbia,
Missouri
|
$3.55M
|
+$15.3K
|
+52
|
+0.5%
|
|
|
939
|
Lazard Asset Management
New York
|
$3.55M
|
-$505K
|
-1,713
|
-13%
|
|
|
940
|
Bluefin Capital Management
New York
|
$3.54M
|
-$1.85M
|
-6,258
|
Closed
|
|
|
941
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$3.54M
|
-$393K
|
-1,332
|
-11%
|
|
|
942
|
Palumbo Wealth Management
Great Neck,
New York
|
$3.54M
|
+$2.5M
|
+8,469
|
+331%
|
|
|
943
|
New York State Common Retirement Fund
Albany,
New York
|
$3.54M
|
-$4.23M
|
-14,330
|
-57%
|
|
|
944
|
Grassi Investment Management
Santa Clara,
California
|
$3.54M
|
+$7.97K
|
+27
|
+0.2%
|
|
|
945
|
Scott Capital Advisors
Portland,
Oregon
|
$3.54M
|
+$70.2K
|
+238
|
+2%
|
|
|
946
|
Gill Capital Partners
Denver,
Colorado
|
$3.52M
|
-$406K
|
-1,376
|
-11%
|
|
|
947
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$3.52M
|
-$6.2K
|
-21
|
-0.2%
|
|
|
948
|
Solidarity Wealth
Lehi,
Utah
|
$3.51M
|
+$3.22M
|
+10,922
|
New
|
|
|
949
|
SFMG Wealth Advisors
Plano,
Texas
|
$3.51M
|
-$214K
|
-724
|
-6%
|
|
|
950
|
Principal Financial Group
Des Moines,
Iowa
|
$3.5M
|
+$1.25M
|
+4,225
|
+63%
|
|
