|
301
|
Trellis Advisors
Ellensburg,
Washington
|
$556K
|
–
|
–
|
–
|
|
|
302
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$555K
|
–
|
–
|
–
|
|
|
303
|
DF Dent & Co
Baltimore,
Maryland
|
$553K
|
–
|
–
|
–
|
|
|
304
|
Verity Asset Management
Durham,
North Carolina
|
$550K
|
-$206K
|
-3,527
|
-29%
|
|
|
305
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$536K
|
–
|
–
|
–
|
|
|
306
|
|
$531K
|
-$38.2K
|
-655
|
-7%
|
|
|
307
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$529K
|
–
|
–
|
–
|
|
|
308
|
Geode Capital Management
Boston,
Massachusetts
|
$526K
|
+$8.46K
|
+145
|
+2%
|
|
|
309
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$521K
|
–
|
–
|
–
|
|
|
310
|
Essex Financial Services
Essex,
Connecticut
|
$519K
|
-$56.9K
|
-974
|
-10%
|
|
|
311
|
Sonora Investment Management Group
Tucson,
Arizona
|
$518K
|
–
|
–
|
–
|
|
|
312
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$515K
|
–
|
–
|
–
|
|
|
313
|
SageView Advisory Group
Newport Beach,
California
|
$514K
|
+$11.1K
|
+190
|
+2%
|
|
|
314
|
Boston Financial Management
Boston,
Massachusetts
|
$512K
|
–
|
–
|
–
|
|
|
315
|
Rothschild Investment LLC
Chicago,
Illinois
|
$511K
|
-$3.48M
|
-59,566
|
-88%
|
|
|
316
|
SignalPoint Asset Management
Springfield,
Missouri
|
$505K
|
+$2.16K
|
+37
|
+0.5%
|
|
|
317
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$503K
|
-$68.4K
|
-1,172
|
-13%
|
|
|
318
|
Aspen Grove Capital
Avon,
Colorado
|
$500K
|
+$468K
|
+8,026
|
New
|
|
|
319
|
Kaizen Financial Strategies
Campbell,
California
|
$499K
|
-$2.04K
|
-35
|
-0.4%
|
|
|
320
|
Albion Financial Group
Salt Lake City,
Utah
|
$497K
|
–
|
–
|
–
|
|
|
321
|
Donaldson Capital Management
Evansville,
Indiana
|
$496K
|
–
|
–
|
–
|
|
|
322
|
Chicago Capital
Chicago,
Illinois
|
$488K
|
–
|
–
|
–
|
|
|
323
|
Wealth Alliance
Mellville,
New York
|
$478K
|
+$31.3K
|
+536
|
+8%
|
|
|
324
|
Two Sigma Securities
New York
|
$477K
|
+$447K
|
+7,658
|
New
|
|
|
325
|
Raymond James Trust
St. Petersburg,
Florida
|
$476K
|
-$108K
|
-1,842
|
-19%
|
|
