|
501
|
Goldstein Munger & Associates
San Ramon,
California
|
$299K
|
–
|
–
|
–
|
|
|
502
|
Twele Capital Management
Minnetonka,
Minnesota
|
$293K
|
-$10K
|
-347
|
-3%
|
|
|
503
|
WhitTier Trust Company
Reno,
Nevada
|
$293K
|
+$43.4K
|
+1,500
|
+17%
|
|
|
504
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$292K
|
-$1.33K
|
-46
|
-0.4%
|
|
|
505
|
Physician Wealth Advisors
Midvale,
Utah
|
$291K
|
-$81.5K
|
-2,817
|
-21%
|
|
|
506
|
Peak Asset Management
Louisville,
Colorado
|
$291K
|
-$41.4K
|
-1,430
|
-12%
|
|
|
507
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$285K
|
+$297K
|
+10,260
|
New
|
|
|
508
|
Burleson & Co
Petaluma,
California
|
$284K
|
-$244K
|
-8,436
|
-45%
|
|
|
509
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
$282K
|
-$7.32K
|
-253
|
-2%
|
|
|
510
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$281K
|
-$54.9K
|
-1,897
|
-16%
|
|
|
511
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$281K
|
+$29
|
+1
|
+0%
|
|
|
512
|
|
$278K
|
–
|
–
|
–
|
|
|
513
|
Oldfather Financial Services
Kearney,
Nebraska
|
$276K
|
+$16.6K
|
+573
|
+6%
|
|
|
514
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$273K
|
+$67.7K
|
+2,339
|
+31%
|
|
|
515
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$272K
|
-$39.9K
|
-1,378
|
-12%
|
|
|
516
|
Appleton Partners
Boston,
Massachusetts
|
$272K
|
+$10.6K
|
+367
|
+4%
|
|
|
517
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$271K
|
+$12.4K
|
+430
|
+5%
|
|
|
518
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$267K
|
-$136K
|
-4,706
|
-33%
|
|
|
519
|
Park Avenue Securities
New York
|
$266K
|
-$718K
|
-24,813
|
-72%
|
|
|
520
|
Franklin Resources
San Mateo,
California
|
$266K
|
–
|
–
|
–
|
|
|
521
|
First National Corp
Rockland,
Massachusetts
|
$264K
|
-$18K
|
-621
|
-6%
|
|
|
522
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$264K
|
–
|
–
|
–
|
|
|
523
|
Fairview Capital Investment Management
Greenbrae,
California
|
$263K
|
-$9.2K
|
-318
|
-3%
|
|
|
524
|
SimpliFi Inc
San Diego,
California
|
$263K
|
-$2.6K
|
-90
|
-0.9%
|
|
|
525
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$261K
|
-$30.6K
|
-1,057
|
-10%
|
|
