|
501
|
AllSquare Wealth Management
Albany,
New York
|
$537K
|
+$28.6K
|
+532
|
+6%
|
|
|
502
|
TD Asset Management
Toronto,
Ontario, Canada
|
$527K
|
+$198K
|
+3,678
|
+62%
|
|
|
503
|
Donaldson Capital Management
Evansville,
Indiana
|
$515K
|
+$214K
|
+3,985
|
+73%
|
|
|
504
|
LifePlan Financial Group
Dayton,
Ohio
|
$508K
|
–
|
–
|
–
|
|
|
505
|
Managed Account Services
Coconut Grove,
Florida
|
$499K
|
-$2.04K
|
-38
|
-0.4%
|
|
|
506
|
Grimes & Company
Westborough,
Massachusetts
|
$499K
|
+$538
|
+10
|
+0.1%
|
|
|
507
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$499K
|
+$59.6K
|
+1,108
|
+14%
|
|
|
508
|
NewFocus Financial Group
Vancouver,
Washington
|
$497K
|
+$46.7K
|
+868
|
+11%
|
|
|
509
|
Huntington Steele
Oaks,
Pennsylvania
|
$494K
|
–
|
–
|
–
|
|
|
510
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$492K
|
+$484K
|
+8,990
|
New
|
|
|
511
|
First Personal Financial Services
Charlotte,
North Carolina
|
$491K
|
–
|
–
|
–
|
|
|
512
|
Grandfield & Dodd
New York
|
$490K
|
–
|
–
|
–
|
|
|
513
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$481K
|
–
|
–
|
–
|
|
|
514
|
Boys Arnold & Co
Asheville,
North Carolina
|
$479K
|
–
|
–
|
–
|
|
|
515
|
Versant Capital Management
Phoenix,
Arizona
|
$476K
|
+$2.64K
|
+49
|
+0.6%
|
|
|
516
|
IberiaBank
Lafayette,
Louisiana
|
$473K
|
+$67.9K
|
+1,263
|
+17%
|
|
|
517
|
SYM Financial Corp
Winona Lake,
Indiana
|
$468K
|
+$460K
|
+8,559
|
New
|
|
|
518
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$468K
|
+$552K
|
+10,261
|
New
|
|
|
519
|
GFS Private Wealth
Clearwater,
Florida
|
$463K
|
+$456K
|
+8,470
|
New
|
|
|
520
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$461K
|
-$16.1M
|
-298,794
|
-97%
|
|
|
521
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$459K
|
+$11.1K
|
+206
|
+3%
|
|
|
522
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$455K
|
-$30.3M
|
-562,594
|
-99%
|
|
|
523
|
Coldstream Capital Management
Bellevue,
Washington
|
$453K
|
+$127K
|
+2,352
|
+40%
|
|
|
524
|
Checchi Capital Advisers
Beverly Hills,
California
|
$446K
|
+$4.03K
|
+75
|
+0.9%
|
|
|
525
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$442K
|
–
|
–
|
–
|
|
