|
1051
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$149K
|
+$148K
|
+3,416
|
New
|
|
|
1052
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$146K
|
+$49.6K
|
+1,146
|
+53%
|
|
|
1053
|
Ironwood Financial
Tucson,
Arizona
|
$141K
|
-$62.1K
|
-1,435
|
-31%
|
|
|
1054
|
Money Design
Tokyo,
Japan
|
$139K
|
+$138K
|
+3,187
|
New
|
|
|
1055
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$133K
|
-$53.2K
|
-1,229
|
-29%
|
|
|
1056
|
Oakworth Capital
Birmingham,
Alabama
|
$123K
|
–
|
–
|
–
|
|
|
1057
|
Welch Group
Birmingham,
Alabama
|
$123K
|
–
|
–
|
–
|
|
|
1058
|
Versant Capital Management
Phoenix,
Arizona
|
$118K
|
-$38.9K
|
-900
|
-25%
|
|
|
1059
|
Security National Trust
Wheeling,
West Virginia
|
$117K
|
–
|
–
|
–
|
|
|
1060
|
YorkBridge Wealth Partners
New York
|
$110K
|
+$2.81K
|
+65
|
+3%
|
|
|
1061
|
Portfolio Strategies (Washington)
Tacoma,
Washington
|
$108K
|
-$73.9K
|
-1,707
|
-41%
|
|
|
1062
|
Vigilant Capital Management
Portland,
Maine
|
$101K
|
–
|
–
|
–
|
|
|
1063
|
Barnett & Company
Chattanooga,
Tennessee
|
$98K
|
-$51.5K
|
-1,190
|
-35%
|
|
|
1064
|
Appropriate Balance Financial Services
Bellevue,
Washington
|
$87.2K
|
+$15.6K
|
+361
|
+10%
|
|
|
1065
|
D'Orazio & Associates
Falls Church,
Virginia
|
$81K
|
-$39.6K
|
-914
|
-33%
|
|
|
1066
|
INR Advisory Services
Media,
Pennsylvania
|
$80K
|
–
|
–
|
–
|
|
|
1067
|
West Oak Capital
Westlake Village,
California
|
$72K
|
–
|
–
|
–
|
|
|
1068
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$63K
|
–
|
–
|
–
|
|
|
1069
|
Private Ocean
San Rafael,
California
|
$63K
|
+$1.08K
|
+25
|
+2%
|
|
|
1070
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$55K
|
+$2.42K
|
+56
|
+5%
|
|
|
1071
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$54K
|
–
|
–
|
–
|
|
|
1072
|
Cribstone Capital Management
Augusta,
Maine
|
$54K
|
+$49.6K
|
+1,146
|
+1,146%
|
|
|
1073
|
ClearBridge Investments
New York
|
$47K
|
–
|
–
|
–
|
|
|
1074
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$47K
|
–
|
–
|
–
|
|
|
1075
|
First Personal Financial Services
Charlotte,
North Carolina
|
$44K
|
+$43.3K
|
+1,000
|
New
|
|
