|
1626
|
True North Advisors
Dallas,
Texas
|
$695K
|
+$15.4K
|
+149
|
+3%
|
|
|
1627
|
Wealth Effects
Boston,
Massachusetts
|
$693K
|
–
|
–
|
–
|
|
|
1628
|
ORG Partners
Roanoke,
Indiana
|
$692K
|
+$611K
|
+5,913
|
New
|
|
|
1629
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$691K
|
+$26.1K
|
+252
|
+5%
|
|
|
1630
|
DeDora Capital
Napa,
California
|
$690K
|
-$87.7K
|
-848
|
-13%
|
|
|
1631
|
Greatmark Investment Partners
Columbus,
Georgia
|
$690K
|
-$31K
|
-300
|
-5%
|
|
|
1632
|
LVM Capital Management
Portage,
Michigan
|
$689K
|
–
|
–
|
–
|
|
|
1633
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$687K
|
+$66.6K
|
+644
|
+13%
|
|
|
1634
|
Davidson Trust Company
Seattle,
Washington
|
$685K
|
–
|
–
|
–
|
|
|
1635
|
SageView Advisory Group
Newport Beach,
California
|
$682K
|
+$157K
|
+1,518
|
+36%
|
|
|
1636
|
Archford Capital Strategies
Swansea,
Illinois
|
$682K
|
-$34.9K
|
-338
|
-6%
|
|
|
1637
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$681K
|
+$43.1K
|
+417
|
+8%
|
|
|
1638
|
Private Ocean
San Rafael,
California
|
$678K
|
-$31K
|
-300
|
-5%
|
|
|
1639
|
Allstate Corporation
Northbrook,
Illinois
|
$678K
|
–
|
–
|
–
|
|
|
1640
|
|
$676K
|
+$54.7K
|
+529
|
+10%
|
|
|
1641
|
Exchange Bank
Santa Rosa,
California
|
$676K
|
+$587K
|
+5,673
|
New
|
|
|
1642
|
Walker Asset Management
Verona,
Missouri
|
$672K
|
+$724
|
+7
|
+0.1%
|
|
|
1643
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$670K
|
+$50.8K
|
+491
|
+10%
|
|
|
1644
|
Bay Colony Advisors
Concord,
Massachusetts
|
$668K
|
-$58.2K
|
-563
|
-9%
|
|
|
1645
|
Alesco Advisors
Pittsford,
New York
|
$664K
|
–
|
–
|
–
|
|
|
1646
|
Brave Asset Management
Summit,
New Jersey
|
$664K
|
–
|
–
|
–
|
|
|
1647
|
Delta Asset Management
Memphis,
Tennessee
|
$663K
|
+$103K
|
+1,000
|
+22%
|
|
|
1648
|
MBL Wealth
Charlotte,
North Carolina
|
$663K
|
+$235K
|
+2,277
|
+69%
|
|
|
1649
|
Stewart & Patten Company
Lafayette,
California
|
$662K
|
–
|
–
|
–
|
|
|
1650
|
Mirador Capital Partners
Pleasanton,
California
|
$662K
|
+$11.3K
|
+109
|
+2%
|
|
