|
951
|
Diversified Trust
Memphis,
Tennessee
|
$488K
|
–
|
–
|
–
|
|
|
952
|
O'Rourke & Company
Boston,
Massachusetts
|
$487K
|
+$43.2K
|
+794
|
+10%
|
|
|
953
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$484K
|
+$6.42K
|
+118
|
+1%
|
|
|
954
|
One Capital Management
Westlake Village,
California
|
$480K
|
+$477K
|
+8,775
|
New
|
|
|
955
|
Cary Street Partners
Richmond,
Virginia
|
$480K
|
+$24.3K
|
+447
|
+5%
|
|
|
956
|
HighRoad Wealth Advisors
Coos Bay,
Oregon
|
$476K
|
+$474K
|
+8,709
|
New
|
|
|
957
|
180 Wealth Advisors
Federal Way,
Washington
|
$475K
|
+$1.63K
|
+30
|
+0.3%
|
|
|
958
|
Collective Family Office
York,
Pennsylvania
|
$474K
|
–
|
–
|
–
|
|
|
959
|
REDW Wealth
Albuquerque,
New Mexico
|
$474K
|
–
|
–
|
–
|
|
|
960
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$472K
|
+$761
|
+14
|
+0.2%
|
|
|
961
|
Canal Capital Management
Richmond,
Virginia
|
$472K
|
-$20.8K
|
-382
|
-4%
|
|
|
962
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$471K
|
–
|
–
|
–
|
|
|
963
|
Washington Trust
Westerly,
Rhode Island
|
$470K
|
–
|
–
|
–
|
|
|
964
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$470K
|
+$6.42K
|
+118
|
+1%
|
|
|
965
|
Advisor OS
Chicago,
Illinois
|
$470K
|
+$6.09K
|
+112
|
+1%
|
|
|
966
|
PACK Private Wealth
Wayzata,
Minnesota
|
$469K
|
–
|
–
|
–
|
|
|
967
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$469K
|
–
|
–
|
–
|
|
|
968
|
URS Advisory
Jupiter,
Florida
|
$467K
|
+$464K
|
+8,532
|
New
|
|
|
969
|
Summit Financial Strategies
Columbus,
Ohio
|
$466K
|
–
|
–
|
–
|
|
|
970
|
Rebalance
Palo Alto,
California
|
$465K
|
–
|
–
|
–
|
|
|
971
|
First Nebraska Trust
Lincoln,
Nebraska
|
$465K
|
+$462K
|
+8,500
|
New
|
|
|
972
|
MFA Wealth Services
Thousand Oaks,
California
|
$464K
|
-$7.99K
|
-147
|
-2%
|
|
|
973
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$462K
|
-$107M
|
-1,970,654
|
-100%
|
|
|
974
|
HM Payson & Co
Portland,
Maine
|
$461K
|
+$16.3K
|
+299
|
+4%
|
|
|
975
|
Private Wealth Advisors (California)
Fresno,
California
|
$461K
|
-$47.3K
|
-870
|
-9%
|
|
