|
251
|
Plum Street Advisors
New Orleans,
Louisiana
|
$485K
|
-$586K
|
-16,838
|
-55%
|
|
|
252
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$482K
|
+$96.3K
|
+2,764
|
+25%
|
|
|
253
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$476K
|
–
|
–
|
–
|
|
|
254
|
A&I Financial Services
Lone Tree,
Colorado
|
$474K
|
+$38.5K
|
+1,107
|
+9%
|
|
|
255
|
Snowden Capital Advisors
New York
|
$473K
|
-$28.6K
|
-822
|
-6%
|
|
|
256
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$471K
|
-$27.2K
|
-781
|
-5%
|
|
|
257
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$470K
|
-$488
|
-14
|
-0.1%
|
|
|
258
|
Corrigan Financial
Middletown,
Rhode Island
|
$467K
|
+$2.19K
|
+63
|
+0.5%
|
|
|
259
|
SVB Wealth
Boston,
Massachusetts
|
$467K
|
–
|
–
|
–
|
|
|
260
|
Coldstream Capital Management
Bellevue,
Washington
|
$466K
|
+$4.88K
|
+140
|
+1%
|
|
|
261
|
Ameraudi Asset Management
New York
|
$465K
|
–
|
–
|
–
|
|
|
262
|
Diversified Trust
Memphis,
Tennessee
|
$464K
|
+$463K
|
+13,284
|
New
|
|
|
263
|
Private Trust Company
Cleveland,
Ohio
|
$457K
|
–
|
–
|
–
|
|
|
264
|
Sage Advisory Services
Austin,
Texas
|
$455K
|
–
|
–
|
–
|
|
|
265
|
|
$454K
|
+$314K
|
+9,024
|
+228%
|
|
|
266
|
Brookwood Investment Group
Phoenix,
Arizona
|
$453K
|
+$451K
|
+12,955
|
New
|
|
|
267
|
Stephens Consulting
Flint,
Michigan
|
$452K
|
+$17.6K
|
+504
|
+4%
|
|
|
268
|
Portland Global Advisors
Portland,
Maine
|
$451K
|
–
|
–
|
–
|
|
|
269
|
Values Added Financial
Washington,
District of Columbia
|
$449K
|
+$223K
|
+6,411
|
+100%
|
|
|
270
|
SoFi Wealth
San Francisco,
California
|
$444K
|
+$364K
|
+10,453
|
+465%
|
|
|
271
|
Diversified Enterprises
Wilmington,
Delaware
|
$444K
|
+$36.9K
|
+1,059
|
+9%
|
|
|
272
|
Huntington National Bank
Columbus,
Ohio
|
$442K
|
–
|
–
|
–
|
|
|
273
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$437K
|
-$90.5K
|
-2,598
|
-17%
|
|
|
274
|
MA Private Wealth
San Carlos,
California
|
$436K
|
–
|
–
|
–
|
|
|
275
|
Evergreen Capital Management
Bellevue,
Washington
|
$436K
|
+$17.1K
|
+491
|
+4%
|
|
