|
501
|
Needelman Asset Management
Ladera Ranch,
California
|
$200K
|
+$194K
|
+4,060
|
New
|
|
|
502
|
D.A. Davidson & Co
Great Falls,
Montana
|
$176K
|
-$6.8K
|
-142
|
-4%
|
|
|
503
|
WFG Advisors
Dallas,
Texas
|
$173K
|
-$575
|
-12
|
-0.3%
|
|
|
504
|
Creative Planning
Overland Park,
Kansas
|
$171K
|
+$14.5K
|
+302
|
+10%
|
|
|
505
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$168K
|
–
|
–
|
–
|
|
|
506
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$164K
|
+$159K
|
+3,326
|
New
|
|
|
507
|
Guardian Life Insurance
New York
|
$152K
|
-$575
|
-12
|
-0.4%
|
|
|
508
|
Gofen & Glossberg
Chicago,
Illinois
|
$150K
|
–
|
–
|
–
|
|
|
509
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$136K
|
–
|
–
|
–
|
|
|
510
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$118K
|
+$115K
|
+2,400
|
New
|
|
|
511
|
Absolute Return Capital
Boston,
Massachusetts
|
$113K
|
-$644K
|
-13,440
|
-85%
|
|
|
512
|
Shinko Asset Management Company
Tokyo,
Japan
|
$109K
|
-$8.77K
|
-183
|
-8%
|
|
|
513
|
Washington Trust Bank
Spokane,
Washington
|
$108K
|
+$105K
|
+2,190
|
New
|
|
|
514
|
Tocqueville Asset Management
New York
|
$100K
|
-$68K
|
-1,420
|
-41%
|
|
|
515
|
Wealthfront
Palo Alto,
California
|
$99K
|
+$96.1K
|
+2,006
|
New
|
|
|
516
|
CKW Financial Group
Honolulu,
Hawaii
|
$95K
|
–
|
–
|
–
|
|
|
517
|
|
$89K
|
–
|
–
|
–
|
|
|
518
|
M&T Bank
Buffalo,
New York
|
$89K
|
–
|
–
|
–
|
|
|
519
|
Stifel Trust
St. Louis,
Missouri
|
$77K
|
-$5.99K
|
-125
|
-7%
|
|
|
520
|
Piedmont Investment Advisors
Durham,
North Carolina
|
$70.6K
|
–
|
–
|
–
|
|
|
521
|
Advisory Research
Chicago,
Illinois
|
$70K
|
+$68.4K
|
+1,429
|
New
|
|
|
522
|
Optimum Investment Advisors
Chicago,
Illinois
|
$66K
|
–
|
–
|
–
|
|
|
523
|
Security National Trust
Wheeling,
West Virginia
|
$63K
|
-$13.7K
|
-285
|
-18%
|
|
|
524
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$62K
|
–
|
–
|
–
|
|
|
525
|
Mizuho Asset Management
Tokyo,
Japan
|
$55K
|
+$16.2K
|
+339
|
+44%
|
|
