|
501
|
Bremer Trust National Association
St. Cloud,
Minnesota
|
$390K
|
+$9.19K
|
+85
|
+3%
|
|
|
502
|
Rikoon Group
Santa Fe,
New Mexico
|
$373K
|
+$3.46K
|
+32
|
+1%
|
|
|
503
|
|
$371K
|
–
|
–
|
–
|
|
|
504
|
Koshinski Asset Management
Decatur,
Illinois
|
$368K
|
-$833K
|
-7,707
|
-70%
|
|
|
505
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$367K
|
-$76.9K
|
-711
|
-18%
|
|
|
506
|
Bridgewater Wealth & Financial Management
Bethesda,
Maryland
|
$365K
|
-$8.54K
|
-79
|
-2%
|
|
|
507
|
Transform Wealth
Greenwood Village,
Colorado
|
$363K
|
–
|
–
|
–
|
|
|
508
|
Vulcan Value Partners
Birmingham,
Alabama
|
$359K
|
+$346K
|
+3,203
|
New
|
|
|
509
|
Eastern Bank
Boston,
Massachusetts
|
$354K
|
–
|
–
|
–
|
|
|
510
|
Klingman & Associates
New York
|
$352K
|
–
|
–
|
–
|
|
|
511
|
Destination Wealth Management
Walnut Creek,
California
|
$345K
|
+$333K
|
+3,080
|
New
|
|
|
512
|
Beacon Financial Group
Dallas,
Texas
|
$344K
|
-$1.62K
|
-15
|
-0.5%
|
|
|
513
|
Glassman Wealth Services
Vienna,
Virginia
|
$342K
|
-$110K
|
-1,018
|
-25%
|
|
|
514
|
Solaris Asset Management
New York
|
$340K
|
-$541
|
-5
|
-0.2%
|
|
|
515
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$340K
|
+$302K
|
+2,792
|
+1,130%
|
|
|
516
|
Fisher Asset Management
Camas,
Washington
|
$336K
|
+$64.1K
|
+593
|
+25%
|
|
|
517
|
Cypress Wealth Advisors
San Francisco,
California
|
$335K
|
–
|
–
|
–
|
|
|
518
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$334K
|
–
|
–
|
–
|
|
|
519
|
Wealth Architects
Mountain View,
California
|
$333K
|
-$67.6K
|
-625
|
-17%
|
|
|
520
|
Linscomb Wealth
Houston,
Texas
|
$333K
|
+$324
|
+3
|
+0.1%
|
|
|
521
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$332K
|
–
|
–
|
–
|
|
|
522
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$330K
|
-$13K
|
-120
|
-4%
|
|
|
523
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$330K
|
–
|
–
|
–
|
|
|
524
|
Caprock Group
Boise,
Idaho
|
$323K
|
+$1.95K
|
+18
|
+0.6%
|
|
|
525
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$319K
|
+$308K
|
+2,851
|
New
|
|
