|
1001
|
Perkins Coie Trust Company
Seattle,
Washington
|
$70K
|
–
|
–
|
–
|
|
|
1002
|
Optimum Investment Advisors
Chicago,
Illinois
|
$70K
|
+$70.7K
|
+1,168
|
New
|
|
|
1003
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$66K
|
-$60.5K
|
-1,000
|
-48%
|
|
|
1004
|
Guardian Life Insurance
New York
|
$66K
|
-$28.5K
|
-471
|
-30%
|
|
|
1005
|
Mondrian Investment Partners
London,
United Kingdom
|
$63K
|
–
|
–
|
–
|
|
|
1006
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$62K
|
+$303
|
+5
|
+0.5%
|
|
|
1007
|
Intellectus Partners
San Francisco,
California
|
$61K
|
-$254K
|
-4,198
|
-81%
|
|
|
1008
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$61K
|
+$61.8K
|
+1,021
|
New
|
|
|
1009
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$60K
|
-$18.2K
|
-300
|
-23%
|
|
|
1010
|
Security National Trust
Wheeling,
West Virginia
|
$60K
|
–
|
–
|
–
|
|
|
1011
|
AlphaOne Investment Services
West Chester,
Pennsylvania
|
$60K
|
+$60.2K
|
+994
|
New
|
|
|
1012
|
Arax Advisory Partners
Denver,
Colorado
|
$58K
|
+$1.7K
|
+28
|
+3%
|
|
|
1013
|
Monroe Bank & Trust
Monroe,
Michigan
|
$57K
|
–
|
–
|
–
|
|
|
1014
|
Financial Gravity Companies
Lakeway,
Texas
|
$55K
|
+$2K
|
+33
|
+4%
|
|
|
1015
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$55K
|
+$52.6K
|
+869
|
New
|
|
|
1016
|
Howe & Rusling
Rochester,
New York
|
$54K
|
-$6.72K
|
-111
|
-11%
|
|
|
1017
|
North Star Investment Management
Chicago,
Illinois
|
$54K
|
+$18.4K
|
+304
|
+51%
|
|
|
1018
|
G&S Capital
Denver,
Colorado
|
$50K
|
–
|
–
|
–
|
|
|
1019
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$50K
|
+$303
|
+5
|
+0.6%
|
|
|
1020
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$49K
|
–
|
–
|
–
|
|
|
1021
|
Legacy Financial Advisors
Covington,
Kentucky
|
$48K
|
–
|
–
|
–
|
|
|
1022
|
Poehling Capital Management
Madison,
Wisconsin
|
$47K
|
–
|
–
|
–
|
|
|
1023
|
American Portfolios Advisors
Holbrook,
New York
|
$46.7K
|
+$8.36K
|
+138
|
+22%
|
|
|
1024
|
Tradewinds Capital Management
Bellingham,
Washington
|
$46K
|
–
|
–
|
–
|
|
|
1025
|
First Interstate Bank
Billings,
Montana
|
$46K
|
+$8.66K
|
+143
|
+23%
|
|
