|
326
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$455K
|
–
|
–
|
–
|
|
|
327
|
Mercer Global Advisors
Denver,
Colorado
|
$453K
|
+$124K
|
+426
|
+44%
|
|
|
328
|
RBO & Co
Saint Helena,
California
|
$449K
|
–
|
–
|
–
|
|
|
329
|
Prosperity Financial Group
San Ramon,
California
|
$447K
|
+$21.9K
|
+75
|
+6%
|
|
|
330
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$446K
|
+$13.1K
|
+45
|
+3%
|
|
|
331
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$446K
|
+$13.1K
|
+45
|
+3%
|
|
|
332
|
Veritable
Wilmington,
Delaware
|
$446K
|
+$3.21K
|
+11
|
+0.8%
|
|
|
333
|
First Horizon Advisors
Memphis,
Tennessee
|
$438K
|
-$10.8K
|
-37
|
-3%
|
|
|
334
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$428K
|
–
|
–
|
–
|
|
|
335
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$421K
|
–
|
–
|
–
|
|
|
336
|
Montis Financial
Waltham,
Massachusetts
|
$419K
|
–
|
–
|
–
|
|
|
337
|
Vise Technologies
New York
|
$409K
|
-$26.5K
|
-91
|
-7%
|
|
|
338
|
BOK Financial
Tulsa,
Oklahoma
|
$408K
|
-$347K
|
-1,191
|
-49%
|
|
|
339
|
Capstone Investment Advisors
New York
|
$405K
|
+$363K
|
+1,245
|
New
|
|
|
340
|
Waterloo Capital
Austin,
Texas
|
$404K
|
+$362K
|
+1,243
|
New
|
|
|
341
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$397K
|
+$5.83K
|
+20
|
+2%
|
|
|
342
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$390K
|
+$33.2K
|
+114
|
+11%
|
|
|
343
|
KeyBank National Association
Cleveland,
Ohio
|
$381K
|
-$1.46K
|
-5
|
-0.4%
|
|
|
344
|
Roundview Capital
Princeton,
New Jersey
|
$371K
|
–
|
–
|
–
|
|
|
345
|
Ballentine Partners
Waltham,
Massachusetts
|
$366K
|
+$73.4K
|
+252
|
+29%
|
|
|
346
|
Arrowstreet Capital
Boston,
Massachusetts
|
$354K
|
-$33M
|
-113,095
|
-99%
|
|
|
347
|
IEQ Capital
Foster City,
California
|
$353K
|
+$316K
|
+1,084
|
New
|
|
|
348
|
BMS Financial Advisors
Rapid City,
South Dakota
|
$351K
|
-$275K
|
-943
|
-47%
|
|
|
349
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$349K
|
-$34.4K
|
-118
|
-10%
|
|
|
350
|
Perigon Wealth Management
San Francisco,
California
|
$347K
|
-$24.2K
|
-83
|
-7%
|
|
