|
501
|
Legacy Private Trust
Neenah,
Wisconsin
|
$579K
|
-$776K
|
-2,208
|
-58%
|
|
|
502
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$579K
|
–
|
–
|
–
|
|
|
503
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$579K
|
+$381K
|
+1,085
|
+198%
|
|
|
504
|
|
$575K
|
–
|
–
|
–
|
|
|
505
|
White Pine Capital
Bloomington,
Minnesota
|
$563K
|
-$26.4K
|
-75
|
-5%
|
|
|
506
|
CPWM LLC
Seattle,
Washington
|
$562K
|
+$128K
|
+363
|
+30%
|
|
|
507
|
Glassman Wealth Services
Vienna,
Virginia
|
$561K
|
+$73.8K
|
+210
|
+15%
|
|
|
508
|
Wintrust Investments
Chicago,
Illinois
|
$560K
|
+$555K
|
+1,578
|
New
|
|
|
509
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
$556K
|
-$79.1K
|
-225
|
-13%
|
|
|
510
|
Stephens Inc
Little Rock,
Arkansas
|
$553K
|
-$900K
|
-2,559
|
-62%
|
|
|
511
|
Bank of Hawaii
Honolulu,
Hawaii
|
$544K
|
–
|
–
|
–
|
|
|
512
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$542K
|
-$2.11K
|
-6
|
-0.4%
|
|
|
513
|
Appleton Partners
Boston,
Massachusetts
|
$542K
|
–
|
–
|
–
|
|
|
514
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$541K
|
-$93.9K
|
-267
|
-15%
|
|
|
515
|
Southport Capital Management
Chattanooga,
Tennessee
|
$536K
|
–
|
–
|
–
|
|
|
516
|
Osborne Partners Capital Management
San Francisco,
California
|
$536K
|
+$10.5K
|
+30
|
+2%
|
|
|
517
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$533K
|
–
|
–
|
–
|
|
|
518
|
James Investment Research
Alpha,
Ohio
|
$533K
|
–
|
–
|
–
|
|
|
519
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$530K
|
–
|
–
|
–
|
|
|
520
|
Joel Isaacson & Co
New York
|
$528K
|
-$65K
|
-185
|
-11%
|
|
|
521
|
FAS Wealth Partners
Leawood,
Kansas
|
$525K
|
–
|
–
|
–
|
|
|
522
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$520K
|
-$3.52K
|
-10
|
-0.7%
|
|
|
523
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$520K
|
–
|
–
|
–
|
|
|
524
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$517K
|
–
|
–
|
–
|
|
|
525
|
Wealth Architects
Mountain View,
California
|
$515K
|
–
|
–
|
–
|
|
