|
1226
|
LifeSteps Financial
Claremont,
California
|
$460K
|
–
|
–
|
–
|
|
|
1227
|
Probity Advisors
Dallas,
Texas
|
$459K
|
+$786
|
+1
|
+0.2%
|
|
|
1228
|
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
$459K
|
+$373K
|
+474
|
New
|
|
|
1229
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$459K
|
+$373K
|
+474
|
New
|
|
|
1230
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$454K
|
-$6.29K
|
-8
|
-2%
|
|
|
1231
|
CVA Family Office
Denver,
Colorado
|
$453K
|
–
|
–
|
–
|
|
|
1232
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$451K
|
+$25.9K
|
+33
|
+8%
|
|
|
1233
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
$451K
|
-$68.4K
|
-87
|
-16%
|
|
|
1234
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$451K
|
+$2.36K
|
+3
|
+0.6%
|
|
|
1235
|
Wilkinson Global Asset Management
New York
|
$450K
|
–
|
–
|
–
|
|
|
1236
|
Westpac Banking Corp
Sydney,
Australia
|
$450K
|
+$143K
|
+182
|
+64%
|
|
|
1237
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$449K
|
+$365K
|
+464
|
New
|
|
|
1238
|
Plan A Wealth
Lincoln,
Nebraska
|
$448K
|
+$22K
|
+28
|
+6%
|
|
|
1239
|
SageView Advisory Group
Newport Beach,
California
|
$447K
|
-$43.2K
|
-55
|
-11%
|
|
|
1240
|
Banque Transatlantique
Paris,
France
|
$446K
|
-$9.43K
|
-12
|
-3%
|
|
|
1241
|
T. Rowe Price Investment Management
Baltimore,
Maryland
|
$445K
|
-$228M
|
-289,963
|
-100%
|
|
|
1242
|
Simon Quick Advisors
Morristown,
New Jersey
|
$445K
|
+$76.2K
|
+97
|
+27%
|
|
|
1243
|
Advisornet Financial
Minnetonka,
Minnesota
|
$441K
|
+$64.5K
|
+82
|
+22%
|
|
|
1244
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$441K
|
-$59K
|
-75
|
-14%
|
|
|
1245
|
Global Assets Advisory
Orlando,
Florida
|
$438K
|
+$7.86K
|
+10
|
+2%
|
|
|
1246
|
Canton Hathaway
Providence,
Rhode Island
|
$436K
|
–
|
–
|
–
|
|
|
1247
|
Silver Coast Investments
San Diego,
United States
|
$435K
|
–
|
–
|
–
|
|
|
1248
|
Lodestone Wealth Management
Spokane,
Washington
|
$433K
|
+$47.2K
|
+60
|
+16%
|
|
|
1249
|
Trinity Financial Advisors
Columbus,
Ohio
|
$433K
|
+$7.08K
|
+9
|
+2%
|
|
|
1250
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$432K
|
-$88K
|
-112
|
-20%
|
|
