|
701
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$713K
|
+$25K
|
+141
|
+4%
|
|
|
702
|
Cresset Asset Management
Chicago,
Illinois
|
$712K
|
+$709K
|
+3,994
|
New
|
|
|
703
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$712K
|
-$7.45K
|
-42
|
-1%
|
|
|
704
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$704K
|
+$63.9K
|
+360
|
+10%
|
|
|
705
|
Advocate Group
Minnetonka,
Minnesota
|
$701K
|
-$7.1K
|
-40
|
-1%
|
|
|
706
|
Tacita Capital
Toronto,
Ontario, Canada
|
$698K
|
–
|
–
|
–
|
|
|
707
|
American Assets Investment Management
San Diego,
California
|
$696K
|
-$202K
|
-1,140
|
-23%
|
|
|
708
|
Lakeshore Capital Group
Rolling Meadows,
Illinois
|
$685K
|
+$685K
|
+3,862
|
New
|
|
|
709
|
Mutual Advisors
Omaha,
Nebraska
|
$685K
|
-$21.5K
|
-121
|
-3%
|
|
|
710
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$684K
|
+$232K
|
+1,308
|
+51%
|
|
|
711
|
New Hampshire Trust
Concord,
New Hampshire
|
$683K
|
-$5.32K
|
-30
|
-0.8%
|
|
|
712
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$678K
|
+$19K
|
+107
|
+3%
|
|
|
713
|
KCM Investment Advisors
Greenbrae,
California
|
$673K
|
+$71.9K
|
+405
|
+12%
|
|
|
714
|
Clear Creek Financial Management
Silverdale,
Washington
|
$666K
|
-$14.5K
|
-82
|
-2%
|
|
|
715
|
Western Wealth Management
Golden,
Colorado
|
$665K
|
+$29.3K
|
+165
|
+5%
|
|
|
716
|
|
$664K
|
+$664K
|
+3,743
|
New
|
|
|
717
|
Sompo Asset Management
Tokyo,
Japan
|
$660K
|
-$35.5K
|
-200
|
-5%
|
|
|
718
|
Sage Capital Management
Stockton,
New Jersey
|
$658K
|
–
|
–
|
–
|
|
|
719
|
Fidelis Capital Partners
Tampa,
Florida
|
$650K
|
+$714K
|
+4,025
|
New
|
|
|
720
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$642K
|
-$30.9K
|
-174
|
-5%
|
|
|
721
|
World Investment Advisors
Santa Barbara,
California
|
$630K
|
+$630K
|
+3,552
|
New
|
|
|
722
|
Siemens Fonds Invest
Munich,
Germany
|
$628K
|
+$18.5K
|
+104
|
+3%
|
|
|
723
|
Whittier Trust
South Pasadena,
California
|
$627K
|
-$36.4K
|
-205
|
-5%
|
|
|
724
|
Alteri Wealth
Westlake Village,
California
|
$620K
|
+$620K
|
+3,495
|
New
|
|
|
725
|
Valeo Financial Advisors
Carmel,
Indiana
|
$619K
|
+$58K
|
+327
|
+10%
|
|
