|
1226
|
Alpha Family Trust
Los Angeles,
California
|
$476K
|
–
|
–
|
–
|
|
|
1227
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$475K
|
-$79.7K
|
-202
|
-15%
|
|
|
1228
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$472K
|
-$21.7K
|
-55
|
-5%
|
|
|
1229
|
SFM LLC
Manchester,
New Hampshire
|
$472K
|
+$453K
|
+1,149
|
New
|
|
|
1230
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$469K
|
-$22.9M
|
-58,142
|
-98%
|
|
|
1231
|
Oxford Financial Group
Carmel,
Indiana
|
$467K
|
-$50.1K
|
-127
|
-10%
|
|
|
1232
|
Capstone Investment Advisors
New York
|
$467K
|
+$150K
|
+381
|
+50%
|
|
|
1233
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$466K
|
–
|
–
|
–
|
|
|
1234
|
Principle Wealth Partners
Madison,
Connecticut
|
$466K
|
–
|
–
|
–
|
|
|
1235
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$465K
|
-$3.94K
|
-10
|
-0.9%
|
|
|
1236
|
Oracle Alpha
Toronto,
Ontario, Canada
|
$463K
|
+$445K
|
+1,128
|
New
|
|
|
1237
|
Tiemann Investment Advisors
Menlo Park,
California
|
$463K
|
+$28K
|
+71
|
+7%
|
|
|
1238
|
WrapManager Inc
Mill Valley,
California
|
$462K
|
-$8.28K
|
-21
|
-2%
|
|
|
1239
|
Sivia Capital Partners
Mill Valley,
California
|
$461K
|
+$443K
|
+1,123
|
New
|
|
|
1240
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$459K
|
–
|
–
|
–
|
|
|
1241
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$459K
|
+$440K
|
+1,117
|
New
|
|
|
1242
|
Mission Creek Capital Partners
San Francisco,
California
|
$458K
|
-$2.76K
|
-7
|
-0.6%
|
|
|
1243
|
Independent Financial Group
San Diego,
California
|
$455K
|
+$27.2K
|
+69
|
+7%
|
|
|
1244
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$453K
|
-$17K
|
-43
|
-4%
|
|
|
1245
|
Motiv8 Investments
Port St. Lucie,
Florida
|
$453K
|
+$435K
|
+1,104
|
New
|
|
|
1246
|
Alerus Financial
Grand Forks,
North Dakota
|
$451K
|
-$31.5K
|
-80
|
-7%
|
|
|
1247
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$450K
|
+$164K
|
+416
|
+61%
|
|
|
1248
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$450K
|
-$6.7K
|
-17
|
-2%
|
|
|
1249
|
Legacy Trust
Grand Rapids,
Michigan
|
$449K
|
–
|
–
|
–
|
|
|
1250
|
Truepoint Inc
Cincinnati,
Ohio
|
$448K
|
+$56K
|
+142
|
+15%
|
|
