|
501
|
Weatherly Asset Management
Del Mar,
California
|
$529K
|
–
|
–
|
–
|
|
|
502
|
Carret Asset Management
New York
|
$525K
|
+$11.1K
|
+400
|
+2%
|
|
|
503
|
WhitTier Trust Company
Reno,
Nevada
|
$524K
|
-$16.6K
|
-600
|
-3%
|
|
|
504
|
|
$523K
|
–
|
–
|
–
|
|
|
505
|
Mark Asset Management
New York
|
$523K
|
–
|
–
|
–
|
|
|
506
|
Bush ODonnell Investment Advisors
St Louis,
Missouri
|
$520K
|
+$98.1K
|
+3,535
|
+20%
|
|
|
507
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$519K
|
-$16.6K
|
-600
|
-3%
|
|
|
508
|
NBT Bank
Norwich,
New York
|
$516K
|
–
|
–
|
–
|
|
|
509
|
Gratus Capital
Atlanta,
Georgia
|
$508K
|
+$209K
|
+7,530
|
+59%
|
|
|
510
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$506K
|
-$51.7K
|
-1,863
|
-8%
|
|
|
511
|
Zacks Investment Management
Chicago,
Illinois
|
$505K
|
-$62.3K
|
-2,247
|
-10%
|
|
|
512
|
Busey Bank
Urbana,
Illinois
|
$501K
|
+$13.9K
|
+500
|
+3%
|
|
|
513
|
Violich Capital Management
San Francisco,
California
|
$497K
|
-$5.55K
|
-200
|
-1%
|
|
|
514
|
Aperio Group
Sausalito,
California
|
$495K
|
-$98.1K
|
-3,536
|
-15%
|
|
|
515
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$490K
|
-$77.7K
|
-2,800
|
-12%
|
|
|
516
|
Klingenstein Fields & Co
New York
|
$489K
|
-$27.7K
|
-1,000
|
-5%
|
|
|
517
|
BOK Financial Private Wealth
Denver,
Colorado
|
$489K
|
–
|
–
|
–
|
|
|
518
|
Endurance Wealth Management
Providence,
Rhode Island
|
$489K
|
–
|
–
|
–
|
|
|
519
|
First Interstate Bank
Billings,
Montana
|
$487K
|
+$542K
|
+19,550
|
New
|
|
|
520
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$486K
|
+$55.5K
|
+2,000
|
+11%
|
|
|
521
|
Citizens Business Bank
Ontario,
California
|
$484K
|
+$155K
|
+5,575
|
+40%
|
|
|
522
|
Swift Run Capital Management
Charlottesville,
Virginia
|
$483K
|
-$11.5K
|
-416
|
-2%
|
|
|
523
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$481K
|
-$25K
|
-900
|
-4%
|
|
|
524
|
BBVA USA Bancshares
Houston,
Texas
|
$472K
|
-$112K
|
-4,021
|
-17%
|
|
|
525
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$472K
|
+$145K
|
+5,239
|
+38%
|
|
