|
676
|
Freedom Investment Management
Hartford,
Connecticut
|
$840K
|
+$797K
|
+20,335
|
New
|
|
|
677
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$838K
|
–
|
–
|
–
|
|
|
678
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$837K
|
-$5.72K
|
-146
|
-0.7%
|
|
|
679
|
Titleist Capital
San Antonio,
Texas
|
$836K
|
-$741K
|
-18,901
|
-48%
|
|
|
680
|
Asset Dedication LLC
San Francisco,
California
|
$835K
|
-$3.72K
|
-95
|
-0.5%
|
|
|
681
|
Allen Investment Management
New York
|
$832K
|
–
|
–
|
–
|
|
|
682
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$832K
|
+$1.09M
|
+27,778
|
New
|
|
|
683
|
First Horizon Advisors
Memphis,
Tennessee
|
$829K
|
-$34.5K
|
-879
|
-4%
|
|
|
684
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$826K
|
-$196K
|
-5,000
|
-20%
|
|
|
685
|
Monetta Financial Services
Wheaton,
Illinois
|
$826K
|
+$784K
|
+20,000
|
New
|
|
|
686
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$825K
|
+$783K
|
+19,965
|
New
|
|
|
687
|
Cresset Asset Management
Chicago,
Illinois
|
$821K
|
+$105K
|
+2,677
|
+16%
|
|
|
688
|
DMC Group
Birmingham,
Alabama
|
$811K
|
-$195K
|
-4,969
|
-20%
|
|
|
689
|
Oppenheimer Asset Management
New York
|
$808K
|
+$415K
|
+10,583
|
+118%
|
|
|
690
|
Dowling & Yahnke
San Diego,
California
|
$804K
|
-$15.5K
|
-396
|
-2%
|
|
|
691
|
USA Financial Formulas
Ada,
Michigan
|
$804K
|
+$763K
|
+19,467
|
New
|
|
|
692
|
Forum Financial Management
Lombard,
Illinois
|
$802K
|
+$37.1K
|
+946
|
+5%
|
|
|
693
|
AssetMark Inc
Concord,
California
|
$801K
|
+$402K
|
+10,243
|
+112%
|
|
|
694
|
Samalin Investment Counsel
Chappaqua,
New York
|
$790K
|
+$28.3K
|
+721
|
+4%
|
|
|
695
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$788K
|
+$156K
|
+3,987
|
+26%
|
|
|
696
|
Hills Bank & Trust
North Liberty,
Iowa
|
$785K
|
+$45.2K
|
+1,153
|
+6%
|
|
|
697
|
Chilton Capital Management
Houston,
Texas
|
$783K
|
-$20.6K
|
-526
|
-3%
|
|
|
698
|
Coldstream Capital Management
Bellevue,
Washington
|
$782K
|
-$25.7K
|
-656
|
-3%
|
|
|
699
|
Cairn Investment Group
Vancouver,
Washington
|
$777K
|
-$2.35K
|
-60
|
-0.4%
|
|
|
700
|
Caprock Group
Boise,
Idaho
|
$777K
|
+$123K
|
+3,135
|
+20%
|
|
