|
376
|
First American Trust
Santa Ana,
California
|
$909K
|
+$171K
|
+2,123
|
+23%
|
|
|
377
|
United Bank (Virginia)
Vienna,
Virginia
|
$903K
|
–
|
–
|
–
|
|
|
378
|
Altavista Wealth Management
Asheville,
North Carolina
|
$902K
|
-$72.6K
|
-900
|
-7%
|
|
|
379
|
Capital Wealth Planning
Naples,
Florida
|
$891K
|
-$245K
|
-3,037
|
-22%
|
|
|
380
|
Park National Corp
Newark,
Ohio
|
$885K
|
-$40.7K
|
-505
|
-4%
|
|
|
381
|
Resource Planning Group
Atlanta,
Georgia
|
$883K
|
+$81
|
+1
|
+0%
|
|
|
382
|
Liberty Capital Management
Birmingham,
Michigan
|
$881K
|
–
|
–
|
–
|
|
|
383
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$877K
|
+$3.31K
|
+41
|
+0.4%
|
|
|
384
|
LVW Advisors
Pittsford,
New York
|
$872K
|
-$61.6K
|
-764
|
-7%
|
|
|
385
|
Dearborn Partners
Chicago,
Illinois
|
$863K
|
+$862K
|
+10,681
|
New
|
|
|
386
|
John G. Ullman & Associates
Corning,
New York
|
$857K
|
-$80.3K
|
-996
|
-9%
|
|
|
387
|
Level Four Advisory Services
Dallas,
Texas
|
$840K
|
+$25K
|
+310
|
+3%
|
|
|
388
|
|
$839K
|
+$213K
|
+2,645
|
+34%
|
|
|
389
|
Huntington National Bank
Columbus,
Ohio
|
$837K
|
–
|
–
|
–
|
|
|
390
|
Asset Management Group
Stamford,
Connecticut
|
$836K
|
+$3.79K
|
+47
|
+0.5%
|
|
|
391
|
Ashfield Capital Partners
San Francisco,
California
|
$822K
|
+$821K
|
+10,176
|
New
|
|
|
392
|
BOK Financial Private Wealth
Denver,
Colorado
|
$811K
|
+$101K
|
+1,250
|
+14%
|
|
|
393
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$800K
|
+$21.5K
|
+266
|
+3%
|
|
|
394
|
Naples Global Advisors
Naples,
Florida
|
$798K
|
+$115K
|
+1,421
|
+17%
|
|
|
395
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$792K
|
-$103K
|
-1,282
|
-12%
|
|
|
396
|
Parametric Portfolio Associates
Seattle,
Washington
|
$791K
|
-$3.4M
|
-42,115
|
-81%
|
|
|
397
|
FCG Advisors
Chatham,
New Jersey
|
$784K
|
+$110K
|
+1,367
|
+16%
|
|
|
398
|
|
$778K
|
+$54.8K
|
+680
|
+8%
|
|
|
399
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$776K
|
-$23.9K
|
-296
|
-3%
|
|
|
400
|
First National Bank of Omaha
Omaha,
Nebraska
|
$765K
|
+$251K
|
+3,108
|
+49%
|
|
