|
1001
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$440K
|
+$150K
|
+753
|
+54%
|
|
|
1002
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$437K
|
+$1.59K
|
+8
|
+0.4%
|
|
|
1003
|
DSG Capital Advisors
Edina,
Minnesota
|
$436K
|
-$623K
|
-3,125
|
-60%
|
|
|
1004
|
True North Advisors
Dallas,
Texas
|
$435K
|
+$421K
|
+2,114
|
New
|
|
|
1005
|
Accredited Investors
Edina,
Minnesota
|
$433K
|
+$15.3K
|
+77
|
+4%
|
|
|
1006
|
Sonora Investment Management Group
Tucson,
Arizona
|
$428K
|
-$3.98K
|
-20
|
-1%
|
|
|
1007
|
Auour Investments
Woburn,
Massachusetts
|
$428K
|
–
|
–
|
–
|
|
|
1008
|
Graypoint LLC
Albany,
New York
|
$426K
|
-$36.9K
|
-185
|
-8%
|
|
|
1009
|
First Business Financial Services
Madison,
Wisconsin
|
$424K
|
–
|
–
|
–
|
|
|
1010
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$424K
|
+$147K
|
+739
|
+46%
|
|
|
1011
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$423K
|
-$1.2K
|
-6
|
-0.3%
|
|
|
1012
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$422K
|
-$65.1K
|
-327
|
-14%
|
|
|
1013
|
CX Institutional
Auburn,
Indiana
|
$419K
|
+$7.97K
|
+40
|
+2%
|
|
|
1014
|
Caldwell Trust
Venice,
Florida
|
$418K
|
–
|
–
|
–
|
|
|
1015
|
USA Financial Formulas
Ada,
Michigan
|
$418K
|
-$2.21M
|
-11,109
|
-85%
|
|
|
1016
|
Ignite Planners
San Clemente,
California
|
$417K
|
+$27.1K
|
+136
|
+7%
|
|
|
1017
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$415K
|
–
|
–
|
–
|
|
|
1018
|
Blalock Williams
Alexander City,
Alabama
|
$414K
|
+$12.6K
|
+63
|
+3%
|
|
|
1019
|
KPP Advisory Services
Louisville,
Kentucky
|
$413K
|
+$25.3K
|
+127
|
+7%
|
|
|
1020
|
Meridian Wealth Management
Lexington,
Kentucky
|
$413K
|
+$400K
|
+2,009
|
New
|
|
|
1021
|
Dodge & Cox
San Francisco,
California
|
$411K
|
–
|
–
|
–
|
|
|
1022
|
Investment Counsel Company of Nevada
Las Vegas,
Nevada
|
$411K
|
–
|
–
|
–
|
|
|
1023
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$411K
|
–
|
–
|
–
|
|
|
1024
|
Virginia Wealth Management Group
Virginia Beach,
Virginia
|
$411K
|
–
|
–
|
–
|
|
|
1025
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$406K
|
–
|
–
|
–
|
|
