|
876
|
Klingman & Associates
New York
|
$442K
|
-$14.8K
|
-570
|
-3%
|
|
|
877
|
American Money Management
Rancho Santa Fe,
California
|
$441K
|
–
|
–
|
–
|
|
|
878
|
Diversify Advisory Services
Sandy,
Utah
|
$440K
|
+$164K
|
+6,295
|
+62%
|
|
|
879
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$440K
|
-$165K
|
-6,352
|
-27%
|
|
|
880
|
Everett Harris & Co
Los Angeles,
California
|
$440K
|
-$34.1K
|
-1,310
|
-7%
|
|
|
881
|
United Asset Strategies
Garden City,
New York
|
$440K
|
+$573
|
+22
|
+0.1%
|
|
|
882
|
Front Row Advisors
Tiburon,
California
|
$440K
|
+$781
|
+30
|
+0.2%
|
|
|
883
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$439K
|
+$436K
|
+16,740
|
New
|
|
|
884
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$433K
|
+$85K
|
+3,264
|
+25%
|
|
|
885
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$433K
|
–
|
–
|
–
|
|
|
886
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$433K
|
+$625
|
+24
|
+0.1%
|
|
|
887
|
Trevian Wealth Management
Weston,
Massachusetts
|
$433K
|
–
|
–
|
–
|
|
|
888
|
Resolute Advisors
San Francisco,
California
|
$431K
|
-$30.1K
|
-1,155
|
-7%
|
|
|
889
|
Jacobs & Co
San Francisco,
California
|
$431K
|
–
|
–
|
–
|
|
|
890
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$430K
|
–
|
–
|
–
|
|
|
891
|
Moseley Investment Management
Bradenton,
Florida
|
$430K
|
-$2.6K
|
-100
|
-0.6%
|
|
|
892
|
Fortune Financial Group
Naples,
Florida
|
$427K
|
+$400K
|
+15,368
|
New
|
|
|
893
|
Stockman Wealth Management
Billings,
Montana
|
$424K
|
–
|
–
|
–
|
|
|
894
|
Warm Springs Advisors
Larkspur,
California
|
$424K
|
-$938K
|
-36,030
|
-69%
|
|
|
895
|
Appleton Partners
Boston,
Massachusetts
|
$421K
|
+$17.3K
|
+664
|
+4%
|
|
|
896
|
Valeo Financial Advisors
Carmel,
Indiana
|
$421K
|
-$56.4K
|
-2,167
|
-12%
|
|
|
897
|
Neuberger Berman Group
New York
|
$421K
|
–
|
–
|
–
|
|
|
898
|
Liberty Wealth Management
Oakland,
California
|
$420K
|
+$59.6K
|
+2,290
|
+17%
|
|
|
899
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$417K
|
–
|
–
|
–
|
|
|
900
|
Live Oak Investment Partners
Austin,
Texas
|
$415K
|
–
|
–
|
–
|
|
