|
476
|
Parallel Advisors
San Francisco,
California
|
$2.04M
|
–
|
–
|
–
|
|
|
477
|
RBO & Co
Saint Helena,
California
|
$2.04M
|
–
|
–
|
–
|
|
|
478
|
Rex Capital Advisors
Providence,
Rhode Island
|
$2.04M
|
–
|
–
|
–
|
|
|
479
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$2.04M
|
–
|
–
|
–
|
|
|
480
|
Tarbox Family Office
Newport Beach,
California
|
$2.04M
|
–
|
–
|
–
|
|
|
481
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$2.04M
|
–
|
–
|
–
|
|
|
482
|
Vontobel Holding
Zurich,
Switzerland
|
$2.04M
|
–
|
–
|
–
|
|
|
483
|
Yousif Capital Management
Bloomfield Hills,
Michigan
|
$2.04M
|
–
|
–
|
–
|
|
|
484
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$2.04M
|
–
|
–
|
–
|
|
|
485
|
First Interstate Bank
Billings,
Montana
|
$2.04M
|
+$471K
|
+1
|
+25%
|
|
|
486
|
|
$2.04M
|
+$942K
|
+2
|
+67%
|
|
|
487
|
Main Street Research
Lakeville,
Connecticut
|
$2.04M
|
+$2.36M
|
+5
|
New
|
|
|
488
|
|
$2.04M
|
+$2.36M
|
+5
|
New
|
|
|
489
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
$2.04M
|
+$2.36M
|
+5
|
New
|
|
|
490
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$2.04M
|
–
|
–
|
–
|
|
|
491
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$1.76M
|
–
|
–
|
–
|
|
|
492
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.64M
|
-$1.41M
|
-3
|
-43%
|
|
|
493
|
Capital Planning Advisors
Roseville,
California
|
$1.64M
|
-$471K
|
-1
|
-20%
|
|
|
494
|
Centerpoint Advisors
Needham,
Massachusetts
|
$1.64M
|
-$471K
|
-1
|
-20%
|
|
|
495
|
Grimes & Company
Westborough,
Massachusetts
|
$1.64M
|
-$471K
|
-1
|
-20%
|
|
|
496
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$1.64M
|
-$471K
|
-1
|
-20%
|
|
|
497
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1.64M
|
-$471K
|
-1
|
-20%
|
|
|
498
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$1.64M
|
–
|
–
|
–
|
|
|
499
|
Aristotle Capital Management
Los Angeles,
California
|
$1.64M
|
–
|
–
|
–
|
|
|
500
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$1.64M
|
–
|
–
|
–
|
|
