|
801
|
Principal Financial Group
Des Moines,
Iowa
|
$449K
|
-$4.64K
|
-264
|
-1%
|
|
|
802
|
Stewart & Patten Company
Lafayette,
California
|
$445K
|
-$4K
|
-228
|
-1%
|
|
|
803
|
Vanguard Group
Malvern,
Pennsylvania
|
$445K
|
+$416K
|
+23,661
|
New
|
|
|
804
|
Financial Management Network
Mission Viejo,
California
|
$440K
|
-$12.7K
|
-723
|
-3%
|
|
|
805
|
Mission Creek Capital Partners
San Francisco,
California
|
$440K
|
–
|
–
|
–
|
|
|
806
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$439K
|
-$20.6K
|
-1,173
|
-5%
|
|
|
807
|
Miracle Mile Advisors
Los Angeles,
California
|
$439K
|
+$36.3K
|
+2,067
|
+10%
|
|
|
808
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$436K
|
-$1.95K
|
-111
|
-0.5%
|
|
|
809
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$436K
|
-$125K
|
-7,113
|
-23%
|
|
|
810
|
Gill Capital Partners
Denver,
Colorado
|
$433K
|
+$24.4K
|
+1,392
|
+6%
|
|
|
811
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$432K
|
+$15.9K
|
+906
|
+4%
|
|
|
812
|
Pegasus Asset Management
Montebello,
New York
|
$431K
|
-$685
|
-39
|
-0.2%
|
|
|
813
|
Ted Buchan & Co
San Diego,
California
|
$430K
|
–
|
–
|
–
|
|
|
814
|
Williams Jones Wealth Management
New York
|
$429K
|
-$5.85K
|
-333
|
-1%
|
|
|
815
|
Parkside Advisors
Berkeley,
California
|
$428K
|
+$60.9K
|
+3,465
|
+18%
|
|
|
816
|
Clarity Capital Partners
Newport Beach,
California
|
$420K
|
+$392K
|
+22,344
|
New
|
|
|
817
|
Summit Financial
Parsippany,
New Jersey
|
$416K
|
-$7.17K
|
-408
|
-2%
|
|
|
818
|
25 LLC
St. Louis,
Missouri
|
$415K
|
+$387K
|
+22,053
|
New
|
|
|
819
|
Heritage Financial Services
Westwood,
Massachusetts
|
$412K
|
-$6.9K
|
-393
|
-2%
|
|
|
820
|
Lesa Sroufe & Co
Seattle,
Washington
|
$411K
|
+$4.79K
|
+273
|
+1%
|
|
|
821
|
TrueWealth Advisors
Birmingham,
Alabama
|
$410K
|
–
|
–
|
–
|
|
|
822
|
Regal Investment Advisors
Kentwood,
Michigan
|
$410K
|
+$383K
|
+21,816
|
New
|
|
|
823
|
SVB Wealth
Boston,
Massachusetts
|
$410K
|
-$752K
|
-42,837
|
-66%
|
|
|
824
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$409K
|
–
|
–
|
–
|
|
|
825
|
Morton Capital Management
Calabasas,
California
|
$407K
|
+$64.5K
|
+3,675
|
+20%
|
|
