|
701
|
Alpha Family Trust
Los Angeles,
California
|
$15.3M
|
+$49.2M
|
+120,176
|
New
|
|
|
702
|
Granger Management
New York
|
$15.2M
|
-$106M
|
-259,552
|
-87%
|
|
|
703
|
KCM Investment Advisors
Greenbrae,
California
|
$15.2M
|
-$416K
|
-1,016
|
-2%
|
|
|
704
|
LifeSteps Financial
Claremont,
California
|
$15.2M
|
-$45.1K
|
-110
|
-0.3%
|
|
|
705
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$15.2M
|
+$16.5M
|
+40,186
|
New
|
|
|
706
|
First National Corp
Rockland,
Massachusetts
|
$15.1M
|
+$644K
|
+1,573
|
+4%
|
|
|
707
|
Highland Private Wealth Management
Bellevue,
Washington
|
$15.1M
|
-$125K
|
-305
|
-0.8%
|
|
|
708
|
|
$15.1M
|
+$16.4M
|
+40,000
|
New
|
|
|
709
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$15.1M
|
+$119K
|
+291
|
+0.7%
|
|
|
710
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$15.1M
|
-$56.5K
|
-138
|
-0.3%
|
|
|
711
|
LCM Capital Management
Chicago,
Illinois
|
$15M
|
-$117K
|
-286
|
-0.7%
|
|
|
712
|
Scharf Investments
Los Gatos,
California
|
$15M
|
-$2.94M
|
-7,173
|
-15%
|
|
|
713
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$15M
|
-$1.36M
|
-3,311
|
-8%
|
|
|
714
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$14.9M
|
+$16.2M
|
+39,558
|
New
|
|
|
715
|
American Planning Services
Sun City Center,
Florida
|
$14.9M
|
-$787K
|
-1,920
|
-5%
|
|
|
716
|
Corient Capital Partners
Newport Beach,
California
|
$14.9M
|
+$2.51M
|
+6,115
|
+18%
|
|
|
717
|
Securian Asset Management
St Paul,
Minnesota
|
$14.9M
|
+$211K
|
+515
|
+1%
|
|
|
718
|
Regal Investment Advisors
Kentwood,
Michigan
|
$14.9M
|
-$107K
|
-262
|
-0.7%
|
|
|
719
|
Berkshire Hathaway
Omaha,
Nebraska
|
$14.9M
|
–
|
–
|
–
|
|
|
720
|
Magnolia Capital Management
Cold Spring,
New York
|
$14.9M
|
+$113K
|
+275
|
+0.7%
|
|
|
721
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$14.8M
|
+$4.48M
|
+10,928
|
+39%
|
|
|
722
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$14.8M
|
-$230K
|
-561
|
-1%
|
|
|
723
|
Cobblestone Capital Advisors
Rochester,
New York
|
$14.7M
|
-$2.17M
|
-5,308
|
-12%
|
|
|
724
|
Albion Financial Group
Salt Lake City,
Utah
|
$14.7M
|
-$6.96K
|
-17
|
-0%
|
|
|
725
|
Tikvah Management
Charlotte,
North Carolina
|
$14.7M
|
–
|
–
|
–
|
|
