|
601
|
Capstone Asset Management
Houston,
Texas
|
$329K
|
–
|
–
|
–
|
|
|
602
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$323K
|
+$309K
|
+8,470
|
New
|
|
|
603
|
Perennial Advisors
New York
|
$319K
|
+$319K
|
+8,742
|
New
|
|
|
604
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$318K
|
-$1.08M
|
-29,725
|
-77%
|
|
|
605
|
Portfolio Strategies (Washington)
Tacoma,
Washington
|
$314K
|
+$313K
|
+8,586
|
New
|
|
|
606
|
|
$311K
|
+$310K
|
+8,508
|
New
|
|
|
607
|
Montecito Bank & Trust
Santa Barbara,
California
|
$306K
|
+$51.3K
|
+1,407
|
+20%
|
|
|
608
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$306K
|
+$305K
|
+8,372
|
New
|
|
|
609
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$300K
|
–
|
–
|
–
|
|
|
610
|
WealthTrust Fairport
Cleveland,
Ohio
|
$299K
|
–
|
–
|
–
|
|
|
611
|
Gofen & Glossberg
Chicago,
Illinois
|
$298K
|
-$15K
|
-410
|
-5%
|
|
|
612
|
|
$296K
|
–
|
–
|
–
|
|
|
613
|
Peak Asset Management
Louisville,
Colorado
|
$292K
|
+$292K
|
+7,996
|
New
|
|
|
614
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$291K
|
–
|
–
|
–
|
|
|
615
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$287K
|
-$15.8K
|
-433
|
-5%
|
|
|
616
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$285K
|
+$39.4K
|
+1,081
|
+16%
|
|
|
617
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$281K
|
+$68K
|
+1,865
|
+32%
|
|
|
618
|
MML Investors Services
Springfield,
Massachusetts
|
$279K
|
+$7.74K
|
+212
|
+3%
|
|
|
619
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$279K
|
+$279K
|
+7,649
|
New
|
|
|
620
|
First National Bank of Omaha
Omaha,
Nebraska
|
$277K
|
+$277K
|
+7,584
|
New
|
|
|
621
|
M Holdings Securities
Portland,
Oregon
|
$276K
|
+$21.1K
|
+577
|
+8%
|
|
|
622
|
Avantax Planning Partners
Dubuque,
Iowa
|
$275K
|
+$275K
|
+7,534
|
New
|
|
|
623
|
Boston Financial Management
Boston,
Massachusetts
|
$274K
|
+$274K
|
+7,510
|
New
|
|
|
624
|
Segment Wealth Management
Houston,
Texas
|
$271K
|
–
|
–
|
–
|
|
|
625
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$270K
|
-$36.5K
|
-1,000
|
-12%
|
|
