|
301
|
Private Trust Company
Cleveland,
Ohio
|
$591K
|
-$25.1K
|
-316
|
-4%
|
|
|
302
|
Vontobel Holding
Zurich,
Switzerland
|
$585K
|
-$137K
|
-1,724
|
-19%
|
|
|
303
|
Fort Point Capital Partners
San Francisco,
California
|
$583K
|
+$3.42K
|
+43
|
+0.6%
|
|
|
304
|
Argent Trust Co
Nashville,
Tennessee
|
$580K
|
–
|
–
|
–
|
|
|
305
|
VERITY Wealth Advisors
Sausalito,
United States
|
$578K
|
–
|
–
|
–
|
|
|
306
|
Bogart Wealth LLC
Mclean,
Virginia
|
$577K
|
+$235K
|
+2,953
|
+68%
|
|
|
307
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$565K
|
–
|
–
|
–
|
|
|
308
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$564K
|
–
|
–
|
–
|
|
|
309
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$563K
|
-$9.45K
|
-119
|
-2%
|
|
|
310
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$563K
|
-$5K
|
-63
|
-0.9%
|
|
|
311
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$562K
|
–
|
–
|
–
|
|
|
312
|
Symmetry Partners
Glastonbury,
Connecticut
|
$545K
|
+$276K
|
+3,471
|
+101%
|
|
|
313
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$529K
|
+$407K
|
+5,121
|
+322%
|
|
|
314
|
Aufman Associates
Sewickley,
Pennsylvania
|
$524K
|
+$3.18K
|
+40
|
+0.6%
|
|
|
315
|
Addison Advisors
Middlebury,
Vermont
|
$523K
|
-$2.7K
|
-34
|
-0.5%
|
|
|
316
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$522K
|
–
|
–
|
–
|
|
|
317
|
Fulcrum Capital
Seattle,
Washington
|
$520K
|
-$32.1K
|
-404
|
-6%
|
|
|
318
|
Bell Bank
Fargo,
North Dakota
|
$515K
|
-$201K
|
-2,530
|
-28%
|
|
|
319
|
Chesley Taft & Associates
Chicago,
Illinois
|
$512K
|
-$101K
|
-1,270
|
-16%
|
|
|
320
|
Umpqua Bank
Lake Oswego,
Oregon
|
$507K
|
–
|
–
|
–
|
|
|
321
|
MAI Capital Management
Independence,
Ohio
|
$499K
|
+$178K
|
+2,239
|
+55%
|
|
|
322
|
Farrell Financial
Orchard Park,
New York
|
$498K
|
+$9.21K
|
+116
|
+2%
|
|
|
323
|
Gemmer Asset Management
Walnut Creek,
California
|
$497K
|
-$12.2K
|
-153
|
-2%
|
|
|
324
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$494K
|
+$46.3K
|
+583
|
+10%
|
|
|
325
|
Foster Group
West Des Moines,
Iowa
|
$492K
|
+$18.6K
|
+234
|
+4%
|
|
