|
351
|
LifeSteps Financial
Claremont,
California
|
$959
|
+$1.07K
|
+53
|
New
|
|
|
352
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$923
|
+$1.03K
|
+51
|
New
|
|
|
353
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$880
|
–
|
–
|
–
|
|
|
354
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$868
|
+$664
|
+33
|
+220%
|
|
|
355
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$768
|
–
|
–
|
–
|
|
|
356
|
Investors Portfolio Services
Puyallup,
Washington
|
$724
|
–
|
–
|
–
|
|
|
357
|
Whittier Trust
South Pasadena,
California
|
$527
|
-$5.17K
|
-257
|
-91%
|
|
|
358
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$507
|
+$563
|
+28
|
New
|
|
|
359
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$489
|
–
|
–
|
–
|
|
|
360
|
Copia Wealth Management
Bend,
Oregon
|
$452
|
–
|
–
|
–
|
|
|
361
|
Arlington Trust
Birmingham,
Alabama
|
$362
|
+$402
|
+20
|
New
|
|
|
362
|
Planning Strategies
Lancaster,
Pennsylvania
|
$271
|
+$302
|
+15
|
New
|
|
|
363
|
Montag & Associates
Atlanta,
Georgia
|
$199
|
–
|
–
|
–
|
|
|
364
|
Advisornet Financial
Minnetonka,
Minnesota
|
$181
|
-$9.86K
|
-490
|
-98%
|
|
|
365
|
MV Capital Management
Bethesda,
Maryland
|
$145
|
+$161
|
+8
|
New
|
|
|
366
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$109
|
-$3.78K
|
-188
|
-97%
|
|
|
367
|
3 Factor Indexing
Sacramento,
California
|
$91
|
+$101
|
+5
|
New
|
|
|
368
|
AssetMark Inc
Concord,
California
|
$90
|
+$101
|
+5
|
New
|
|
|
369
|
Brown Brothers Harriman & Co
New York
|
$36
|
–
|
–
|
–
|
|
|
370
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$36
|
+$40
|
+2
|
New
|
|
|
371
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18
|
-$1.35K
|
-67
|
-99%
|
|
|
372
|
Huntington National Bank
Columbus,
Ohio
|
$18
|
–
|
–
|
–
|
|
|
373
|
SurgoCap Partners
New York
|
–
|
-$39.5M
|
-1,867,515
|
Closed
|
|
|
374
|
Greenoaks Capital Partners
Orinda,
California
|
–
|
-$31.7M
|
-1,500,000
|
Closed
|
|
|
375
|
Foundations Investment Advisors
Phoenix,
Arizona
|
–
|
-$12.6M
|
-597,187
|
Closed
|
|
