|
51
|
KMS Financial Services
Seattle,
Washington
|
$605K
|
+$112K
|
+2,100
|
+22%
|
|
|
52
|
US Bancorp
Minneapolis,
Minnesota
|
$599K
|
+$606K
|
+11,400
|
New
|
|
|
53
|
Freedom Investment Management
Hartford,
Connecticut
|
$568K
|
+$21.5K
|
+405
|
+4%
|
|
|
54
|
ProVise Management Group
Clearwater,
Florida
|
$550K
|
+$319
|
+6
|
+0.1%
|
|
|
55
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
$534K
|
+$851
|
+16
|
+0.2%
|
|
|
56
|
Atherton Lane Advisers
Menlo Park,
California
|
$521K
|
-$209K
|
-3,935
|
-28%
|
|
|
57
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$500K
|
+$36.4K
|
+685
|
+8%
|
|
|
58
|
Colony Group
Boston,
Massachusetts
|
$499K
|
+$505K
|
+9,500
|
New
|
|
|
59
|
Windsor Capital Management
Phoenix,
Arizona
|
$486K
|
-$27.6K
|
-519
|
-5%
|
|
|
60
|
Aspiriant LLC
Los Angeles,
California
|
$476K
|
-$848K
|
-15,955
|
-64%
|
|
|
61
|
|
$468K
|
+$473K
|
+8,902
|
New
|
|
|
62
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$462K
|
-$100K
|
-1,890
|
-18%
|
|
|
63
|
Placemark Investments
Chicago,
Illinois
|
$459K
|
+$237K
|
+4,465
|
+105%
|
|
|
64
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$445K
|
+$638
|
+12
|
+0.1%
|
|
|
65
|
East Coast Asset Management
Essex,
Massachusetts
|
$381K
|
-$148K
|
-2,780
|
-28%
|
|
|
66
|
|
$381K
|
+$362K
|
+6,800
|
+1,514%
|
|
|
67
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$370K
|
–
|
–
|
–
|
|
|
68
|
|
$345K
|
+$349K
|
+6,559
|
New
|
|
|
69
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$329K
|
–
|
–
|
–
|
|
|
70
|
Arden Trust
Wilmington,
Delaware
|
$320K
|
–
|
–
|
–
|
|
|
71
|
Evanson Asset Management
Carmel,
California
|
$297K
|
+$160
|
+3
|
+0.1%
|
|
|
72
|
VSR Financial Services
Overland Park,
Kansas
|
$269K
|
-$45.9K
|
-864
|
-14%
|
|
|
73
|
Paracle Advisors
Mercer Island,
Washington
|
$242K
|
+$246K
|
+4,619
|
New
|
|
|
74
|
CIBC Bank USA
Chicago,
Illinois
|
$236K
|
–
|
–
|
–
|
|
|
75
|
SII Investments
Appleton,
Wisconsin
|
$228K
|
+$231K
|
+4,336
|
New
|
|
