|
51
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$361K
|
+$486K
|
+25,700
|
New
|
|
|
52
|
Searle & Co
Greenwich,
Connecticut
|
$327K
|
–
|
–
|
–
|
|
|
53
|
US Bancorp
Minneapolis,
Minnesota
|
$301K
|
+$107K
|
+5,679
|
+36%
|
|
|
54
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$298K
|
+$139K
|
+7,376
|
+53%
|
|
|
55
|
Dynamic Technology Lab
Singapore
|
$294K
|
+$158K
|
+8,352
|
+66%
|
|
|
56
|
Wells Fargo
San Francisco,
California
|
$259K
|
+$110K
|
+5,797
|
+46%
|
|
|
57
|
|
$252K
|
-$19K
|
-1,005
|
-5%
|
|
|
58
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$251K
|
+$338K
|
+17,885
|
New
|
|
|
59
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$244K
|
+$19K
|
+1,006
|
+6%
|
|
|
60
|
Trexquant Investment
Stamford,
Connecticut
|
$242K
|
+$326K
|
+17,249
|
New
|
|
|
61
|
State Street
Boston,
Massachusetts
|
$231K
|
-$84.6K
|
-4,477
|
-21%
|
|
|
62
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$229K
|
+$43.3K
|
+2,291
|
+16%
|
|
|
63
|
Meyer Handelman Company
Rye Brook,
New York
|
$225K
|
–
|
–
|
–
|
|
|
64
|
American Century Companies
Kansas City,
Missouri
|
$215K
|
+$1.25K
|
+66
|
+0.4%
|
|
|
65
|
Wulff, Hansen & Co
San Rafael,
California
|
$208K
|
–
|
–
|
–
|
|
|
66
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$203K
|
+$273K
|
+14,433
|
New
|
|
|
67
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$187K
|
–
|
–
|
–
|
|
|
68
|
|
$187K
|
+$252K
|
+13,343
|
New
|
|
|
69
|
EP Wealth Advisors
Torrance,
California
|
$180K
|
–
|
–
|
–
|
|
|
70
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$179K
|
+$15K
|
+794
|
+7%
|
|
|
71
|
Advisor Partners II
Walnut Creek,
California
|
$175K
|
+$235K
|
+12,455
|
New
|
|
|
72
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$169K
|
+$229K
|
+12,103
|
New
|
|
|
73
|
SG Americas Securities
New York
|
$164K
|
+$29K
|
+1,533
|
+15%
|
|
|
74
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$156K
|
+$210K
|
+11,109
|
New
|
|
|
75
|
Bank of New York Mellon
New York
|
$148K
|
-$275K
|
-14,569
|
-58%
|
|
