|
801
|
Diversified Trust
Memphis,
Tennessee
|
$334K
|
–
|
–
|
–
|
|
|
802
|
HoyleCohen
San Diego,
California
|
$334K
|
–
|
–
|
–
|
|
|
803
|
|
$333K
|
–
|
–
|
–
|
|
|
804
|
Clare Market Investments
Dallas,
Texas
|
$332K
|
+$1.17K
|
+3
|
+0.4%
|
|
|
805
|
Monterey Private Wealth
Monterey,
California
|
$332K
|
+$776
|
+2
|
+0.2%
|
|
|
806
|
Monument Capital Management
Alexandria,
Virginia
|
$331K
|
-$194K
|
-500
|
-37%
|
|
|
807
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$330K
|
+$45.4K
|
+117
|
+16%
|
|
|
808
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$329K
|
–
|
–
|
–
|
|
|
809
|
Fiduciary Financial Group
San Rafael,
California
|
$328K
|
+$311K
|
+800
|
New
|
|
|
810
|
Apella Capital
West Hartford,
Connecticut
|
$327K
|
–
|
–
|
–
|
|
|
811
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
$327K
|
-$54.3K
|
-140
|
-14%
|
|
|
812
|
KFG Wealth Management
Granger,
Indiana
|
$326K
|
–
|
–
|
–
|
|
|
813
|
Cooper Financial Group
Irvine,
California
|
$326K
|
+$15.9K
|
+41
|
+5%
|
|
|
814
|
Pacific Center for Financial Services
San Ramon,
California
|
$326K
|
+$388
|
+1
|
+0.1%
|
|
|
815
|
Coldstream Capital Management
Bellevue,
Washington
|
$325K
|
-$38.8K
|
-100
|
-11%
|
|
|
816
|
BlackDiamond Wealth Management
New York
|
$324K
|
+$16.3K
|
+42
|
+5%
|
|
|
817
|
Parsons Capital Management
Providence,
Rhode Island
|
$324K
|
-$12.8K
|
-33
|
-4%
|
|
|
818
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$322K
|
+$55.5K
|
+143
|
+21%
|
|
|
819
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$319K
|
–
|
–
|
–
|
|
|
820
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$317K
|
–
|
–
|
–
|
|
|
821
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$317K
|
–
|
–
|
–
|
|
|
822
|
Q3 Asset Management
Birmingham,
Michigan
|
$316K
|
+$21.7K
|
+56
|
+7%
|
|
|
823
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$315K
|
–
|
–
|
–
|
|
|
824
|
Prosperity Planning
Kansas City,
Missouri
|
$315K
|
+$3.88K
|
+10
|
+1%
|
|
|
825
|
|
$314K
|
–
|
–
|
–
|
|
