|
451
|
LPWM LLC
Minneapolis,
Minnesota
|
$746K
|
+$34.5K
|
+128
|
+5%
|
|
|
452
|
Matrix Private Capital Group
New York
|
$740K
|
-$33.4K
|
-124
|
-4%
|
|
|
453
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$738K
|
-$15.9K
|
-59
|
-2%
|
|
|
454
|
Country Club Bank
Kansas City,
Missouri
|
$737K
|
-$224K
|
-830
|
-22%
|
|
|
455
|
Kelleher Financial Advisors
New York
|
$737K
|
+$43.1K
|
+160
|
+6%
|
|
|
456
|
Institute for Wealth Management
Denver,
Colorado
|
$737K
|
-$920K
|
-3,413
|
-54%
|
|
|
457
|
Bank of New York Mellon
New York
|
$734K
|
-$781K
|
-2,900
|
-50%
|
|
|
458
|
Modern Wealth Management
Lenexa,
Kansas
|
$734K
|
-$789K
|
-2,930
|
-50%
|
|
|
459
|
World Investment Advisors
Santa Barbara,
California
|
$726K
|
+$60.9K
|
+226
|
+9%
|
|
|
460
|
Global Retirement Partners
San Rafael,
California
|
$719K
|
+$286K
|
+1,061
|
+60%
|
|
|
461
|
Park Avenue Securities
New York
|
$718K
|
+$494K
|
+1,835
|
+184%
|
|
|
462
|
Graypoint LLC
Albany,
New York
|
$716K
|
-$2.15K
|
-8
|
-0.3%
|
|
|
463
|
Atala Financial
Calabasas,
California
|
$713K
|
+$757K
|
+2,810
|
New
|
|
|
464
|
Collective Family Office
York,
Pennsylvania
|
$704K
|
-$79.5K
|
-295
|
-10%
|
|
|
465
|
Park Square Financial Group
Roswell,
Georgia
|
$703K
|
+$746K
|
+2,769
|
New
|
|
|
466
|
Holderness Investments Company
Greensboro,
North Carolina
|
$701K
|
+$26.1K
|
+97
|
+4%
|
|
|
467
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$694K
|
-$105K
|
-391
|
-13%
|
|
|
468
|
Sequent Planning
Omaha,
Nebraska
|
$680K
|
+$8.35K
|
+31
|
+1%
|
|
|
469
|
Athena Investment Management
Orinda,
California
|
$679K
|
+$269K
|
+1,000
|
+60%
|
|
|
470
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$676K
|
-$8.62K
|
-32
|
-1%
|
|
|
471
|
HM Payson & Co
Portland,
Maine
|
$674K
|
+$28.3K
|
+105
|
+4%
|
|
|
472
|
PDS Planning
Dublin,
Ohio
|
$669K
|
+$74.4K
|
+276
|
+12%
|
|
|
473
|
HCR Wealth Advisors
Los Angeles,
California
|
$665K
|
+$50.4K
|
+187
|
+8%
|
|
|
474
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$665K
|
-$41.5K
|
-154
|
-6%
|
|
|
475
|
American Trust
Lexington,
Kentucky
|
$663K
|
+$704K
|
+2,613
|
New
|
|
