|
626
|
Wealthspire Advisors (New York)
New York
|
$984K
|
+$330K
|
+1,074
|
+54%
|
|
|
627
|
Copperleaf Capital
Raleigh,
North Carolina
|
$977K
|
-$93K
|
-303
|
-9%
|
|
|
628
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$973K
|
-$614
|
-2
|
-0.1%
|
|
|
629
|
Foster & Motley
Cincinnati,
Ohio
|
$972K
|
-$57.4K
|
-187
|
-6%
|
|
|
630
|
Truvestments Capital
Sarasota,
Florida
|
$965K
|
+$37.4K
|
+122
|
+4%
|
|
|
631
|
Garrison Point Advisors
Walnut Creek,
California
|
$963K
|
–
|
–
|
–
|
|
|
632
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$962K
|
+$126K
|
+411
|
+16%
|
|
|
633
|
Unigestion Holding
Geneva,
Switzerland
|
$958K
|
+$434K
|
+1,413
|
+90%
|
|
|
634
|
Comerica Securities
Detroit,
Michigan
|
$952K
|
+$614
|
+2
|
+0.1%
|
|
|
635
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$952K
|
+$56.5K
|
+184
|
+7%
|
|
|
636
|
Cetera Advisor Networks
El Segundo,
California
|
$951K
|
-$354K
|
-1,153
|
-28%
|
|
|
637
|
Wealth Architects
Mountain View,
California
|
$951K
|
+$307
|
+1
|
+0%
|
|
|
638
|
Kintegral Advisory
New York
|
$943K
|
–
|
–
|
–
|
|
|
639
|
Diversified Trust
Memphis,
Tennessee
|
$941K
|
-$68.1K
|
-222
|
-7%
|
|
|
640
|
Essex Financial Services
Essex,
Connecticut
|
$941K
|
-$8.29K
|
-27
|
-0.9%
|
|
|
641
|
O'Shares Investment Advisers
Boston,
Massachusetts
|
$941K
|
+$80.1K
|
+261
|
+10%
|
|
|
642
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$923K
|
+$698K
|
+2,273
|
+379%
|
|
|
643
|
Curi RMB Capital
Chicago,
Illinois
|
$922K
|
–
|
–
|
–
|
|
|
644
|
Bremer Bank National Association
St Paul,
Minnesota
|
$917K
|
-$33.8K
|
-110
|
-4%
|
|
|
645
|
44 Wealth Management
Eugene,
Oregon
|
$912K
|
+$872K
|
+2,840
|
New
|
|
|
646
|
Leonteq Securities AG
Zurich,
Switzerland
|
$892K
|
+$853K
|
+2,778
|
New
|
|
|
647
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$884K
|
+$33.8K
|
+110
|
+4%
|
|
|
648
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$883K
|
+$921
|
+3
|
+0.1%
|
|
|
649
|
KCS Wealth Advisory
Los Angeles,
California
|
$883K
|
+$34.1K
|
+111
|
+4%
|
|
|
650
|
Optimal Asset Management
Los Altos,
California
|
$877K
|
-$681M
|
-2,218,006
|
-46%
|
|
