|
501
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$355K
|
–
|
–
|
–
|
|
|
502
|
Accredited Investors
Edina,
Minnesota
|
$350K
|
-$69.9K
|
-1,352
|
-17%
|
|
|
503
|
D. Scott Neal
Lexington,
Kentucky
|
$350K
|
+$134K
|
+2,597
|
+64%
|
|
|
504
|
Ashfield Capital Partners
San Francisco,
California
|
$345K
|
–
|
–
|
–
|
|
|
505
|
MAI Capital Management
Independence,
Ohio
|
$343K
|
-$203K
|
-3,933
|
-38%
|
|
|
506
|
Roundview Capital
Princeton,
New Jersey
|
$335K
|
–
|
–
|
–
|
|
|
507
|
Busey Bank
Urbana,
Illinois
|
$329K
|
–
|
–
|
–
|
|
|
508
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$329K
|
+$323K
|
+6,250
|
New
|
|
|
509
|
AE Wealth Management
Topeka,
Kansas
|
$326K
|
-$65.4K
|
-1,264
|
-17%
|
|
|
510
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$324K
|
+$517
|
+10
|
+0.2%
|
|
|
511
|
Forest Hill Capital
Little Rock,
Arkansas
|
$323K
|
–
|
–
|
–
|
|
|
512
|
Parametric Portfolio Associates
Seattle,
Washington
|
$322K
|
-$74.6K
|
-1,442
|
-19%
|
|
|
513
|
Modera Wealth Management
Westwood,
New Jersey
|
$318K
|
-$8.33K
|
-161
|
-3%
|
|
|
514
|
Cypress Capital Group
Palm Beach,
Florida
|
$318K
|
–
|
–
|
–
|
|
|
515
|
AllianceBernstein
Nashville,
Tennessee
|
$318K
|
+$5.17K
|
+100
|
+2%
|
|
|
516
|
TD Asset Management
Toronto,
Ontario, Canada
|
$314K
|
-$17.1K
|
-330
|
-5%
|
|
|
517
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$314K
|
+$309K
|
+5,965
|
New
|
|
|
518
|
Coldstream Capital Management
Bellevue,
Washington
|
$313K
|
-$51.5K
|
-996
|
-14%
|
|
|
519
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$311K
|
–
|
–
|
–
|
|
|
520
|
Whalerock Point Partners
Providence,
Rhode Island
|
$310K
|
–
|
–
|
–
|
|
|
521
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$310K
|
+$12.5K
|
+242
|
+4%
|
|
|
522
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$307K
|
+$259
|
+5
|
+0.1%
|
|
|
523
|
BOK Financial Private Wealth
Denver,
Colorado
|
$307K
|
+$302K
|
+5,830
|
New
|
|
|
524
|
Morningstar Investment Services
Chicago,
Illinois
|
$298K
|
–
|
–
|
–
|
|
|
525
|
Bouchey Financial Group
Troy,
New York
|
$297K
|
–
|
–
|
–
|
|
