|
901
|
Raelipskie Partnership
Waterloo,
Ontario, Canada
|
$629K
|
+$631K
|
+4,831
|
New
|
|
|
902
|
Umpqua Bank
Lake Oswego,
Oregon
|
$628K
|
+$630K
|
+4,820
|
New
|
|
|
903
|
Clifford Group
Wayland,
Massachusetts
|
$626K
|
+$28.6K
|
+219
|
+5%
|
|
|
904
|
Intrua Financial
Houston,
Texas
|
$624K
|
+$626K
|
+4,792
|
New
|
|
|
905
|
William Blair Investment Management
Chicago,
Illinois
|
$620K
|
-$15.9M
|
-121,580
|
-96%
|
|
|
906
|
Los Angeles Capital Management
Los Angeles,
California
|
$615K
|
-$308K
|
-2,358
|
-33%
|
|
|
907
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$615K
|
+$3.92K
|
+30
|
+0.6%
|
|
|
908
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$611K
|
-$2.48K
|
-19
|
-0.4%
|
|
|
909
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$606K
|
+$20K
|
+153
|
+3%
|
|
|
910
|
Chicago Trust
Grayslake,
Illinois
|
$605K
|
+$119K
|
+912
|
+24%
|
|
|
911
|
Mission Wealth Management
Santa Barbara,
California
|
$604K
|
+$167K
|
+1,281
|
+38%
|
|
|
912
|
|
$602K
|
+$357K
|
+2,733
|
+144%
|
|
|
913
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$593K
|
+$30.4K
|
+233
|
+5%
|
|
|
914
|
Balentine LLC
Atlanta,
Georgia
|
$591K
|
+$20.3K
|
+155
|
+4%
|
|
|
915
|
Transcend Capital Advisors
Madison,
New Jersey
|
$591K
|
-$14.4K
|
-110
|
-2%
|
|
|
916
|
Welch & Forbes
Boston,
Massachusetts
|
$583K
|
-$20.3K
|
-155
|
-3%
|
|
|
917
|
Harbour Investments
Madison,
Wisconsin
|
$581K
|
+$75.3K
|
+576
|
+15%
|
|
|
918
|
OneAscent Financial Services
Birmingham,
Alabama
|
$580K
|
-$88.3K
|
-676
|
-13%
|
|
|
919
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$575K
|
–
|
–
|
–
|
|
|
920
|
Woodward Diversified Capital
Bakersfield,
California
|
$575K
|
+$43.2K
|
+331
|
+8%
|
|
|
921
|
Silvia McColl Wealth Management
San Diego,
California
|
$573K
|
+$915
|
+7
|
+0.1%
|
|
|
922
|
Mendel Money Management
Northbrook,
Illinois
|
$572K
|
+$21K
|
+161
|
+4%
|
|
|
923
|
Lockerman Financial Group
Newport Beach,
California
|
$572K
|
-$1.31K
|
-10
|
-0.2%
|
|
|
924
|
Clarius Group LLC
Seattle,
Washington
|
$571K
|
-$122K
|
-935
|
-18%
|
|
|
925
|
Venture Visionary Partners
Sylvania,
Ohio
|
$568K
|
-$46.9K
|
-359
|
-8%
|
|
