|
476
|
CVA Family Office
Denver,
Colorado
|
$1.04K
|
+$1.33K
|
+15
|
New
|
|
|
477
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1K
|
-$443
|
-5
|
-24%
|
|
|
478
|
Financial Management Professionals
Austin,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
479
|
Tompkins Financial
Ithaca,
New York
|
$1K
|
–
|
–
|
–
|
|
|
480
|
Bessemer Group
Woodbridge,
New Jersey
|
$1K
|
+$975
|
+11
|
New
|
|
|
481
|
Whittier Trust
South Pasadena,
California
|
$966
|
+$1.24K
|
+14
|
New
|
|
|
482
|
Fiduciary Alliance
Greenville,
South Carolina
|
$898
|
+$1.15K
|
+13
|
New
|
|
|
483
|
Disciplined Investments
Tulsa,
Oklahoma
|
$828
|
-$177
|
-2
|
-14%
|
|
|
484
|
SJS Investment Consulting
Sylvania,
Ohio
|
$828
|
+$443
|
+5
|
+71%
|
|
|
485
|
Janiczek Wealth Management
Denver,
Colorado
|
$786
|
–
|
–
|
–
|
|
|
486
|
Berkshire Capital Holdings
San Jose,
California
|
$690
|
–
|
–
|
–
|
|
|
487
|
Montag & Associates
Atlanta,
Georgia
|
$621
|
+$798
|
+9
|
New
|
|
|
488
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$621
|
+$798
|
+9
|
New
|
|
|
489
|
Rise Advisors
Rochester,
New York
|
$552
|
–
|
–
|
–
|
|
|
490
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$483
|
-$355
|
-4
|
-36%
|
|
|
491
|
Comerica Securities
Detroit,
Michigan
|
$207
|
+$266
|
+3
|
New
|
|
|
492
|
My Personal CFO LLC
Vancouver,
Washington
|
$207
|
+$266
|
+3
|
New
|
|
|
493
|
True Wealth Design
Akron,
Ohio
|
$138
|
+$177
|
+2
|
New
|
|
|
494
|
T. Rowe Price Investment Management
Baltimore,
Maryland
|
–
|
-$126M
|
-1,217,264
|
Closed
|
|
|
495
|
Wellington Management Group
Boston,
Massachusetts
|
–
|
-$88.7M
|
-858,472
|
Closed
|
|
|
496
|
Lord, Abbett & Co
Jersey City,
New Jersey
|
–
|
-$48.3M
|
-467,539
|
Closed
|
|
|
497
|
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
|
–
|
-$46M
|
-445,208
|
Closed
|
|
|
498
|
|
–
|
-$30.4M
|
-293,785
|
Closed
|
|
|
499
|
TwinBeech Capital
Purchase,
New York
|
–
|
-$20.9M
|
-202,206
|
Closed
|
|
|
500
|
Summit Partners Public Asset Management
Boston,
Massachusetts
|
–
|
-$20.1M
|
-194,693
|
Closed
|
|
