|
501
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$725K
|
–
|
–
|
–
|
|
|
502
|
MCF Advisors
Covington,
Kentucky
|
$717K
|
+$92.6K
|
+2,995
|
+15%
|
|
|
503
|
Heartwood Wealth Management
London,
United Kingdom
|
$700K
|
–
|
–
|
–
|
|
|
504
|
BTC Capital Management
Des Moines,
Iowa
|
$698K
|
–
|
–
|
–
|
|
|
505
|
Arete Wealth Advisors
Chicago,
Illinois
|
$692K
|
+$378K
|
+12,235
|
+121%
|
|
|
506
|
Wealthcare Capital Management
Richmond,
Virginia
|
$684K
|
-$1.85K
|
-60
|
-0.3%
|
|
|
507
|
Scotia Capital
Toronto,
Ontario, Canada
|
$679K
|
+$137K
|
+4,425
|
+25%
|
|
|
508
|
Boston Family Office
Boston,
Massachusetts
|
$673K
|
–
|
–
|
–
|
|
|
509
|
First Nebraska Trust
Lincoln,
Nebraska
|
$664K
|
+$12.5K
|
+405
|
+2%
|
|
|
510
|
Amarillo National Bank
Amarillo,
Texas
|
$657K
|
–
|
–
|
–
|
|
|
511
|
EP Wealth Advisors
Torrance,
California
|
$655K
|
-$33.4K
|
-1,080
|
-5%
|
|
|
512
|
Stephens Inc
Little Rock,
Arkansas
|
$650K
|
+$45.7K
|
+1,480
|
+8%
|
|
|
513
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$641K
|
-$25.5K
|
-825
|
-4%
|
|
|
514
|
BOK Financial Private Wealth
Denver,
Colorado
|
$633K
|
+$245K
|
+7,915
|
+63%
|
|
|
515
|
Eaton Vance Management
Boston,
Massachusetts
|
$624K
|
+$16.2K
|
+525
|
+3%
|
|
|
516
|
KWMG LLC
Overland Park,
Kansas
|
$608K
|
-$45.9K
|
-1,485
|
-7%
|
|
|
517
|
|
$596K
|
–
|
–
|
–
|
|
|
518
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$593K
|
-$155K
|
-5,000
|
-21%
|
|
|
519
|
Choate Investment Advisors
Boston,
Massachusetts
|
$590K
|
–
|
–
|
–
|
|
|
520
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$590K
|
–
|
–
|
–
|
|
|
521
|
Intersect Capital
San Ramon,
California
|
$590K
|
+$66.5K
|
+2,150
|
+13%
|
|
|
522
|
Busey Bank
Urbana,
Illinois
|
$588K
|
-$11.7K
|
-380
|
-2%
|
|
|
523
|
Atalanta Sosnoff Capital
New York
|
$580K
|
+$580K
|
+18,760
|
New
|
|
|
524
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$573K
|
–
|
–
|
–
|
|
|
525
|
Discretionary Management Services
Merriam,
Kansas
|
$570K
|
-$130K
|
-4,200
|
-19%
|
|
