|
51
|
Pitcairn
Conshohocken,
Pennsylvania
|
$892K
|
–
|
–
|
–
|
|
|
52
|
First Allied Advisory Services
San Diego,
California
|
$854K
|
+$145K
|
+3,400
|
+21%
|
|
|
53
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$831K
|
-$44.5K
|
-1,040
|
-5%
|
|
|
54
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$714K
|
–
|
–
|
–
|
|
|
55
|
United Capital Financial Advisors
Irving,
Texas
|
$686K
|
+$26.2K
|
+612
|
+4%
|
|
|
56
|
ProVise Management Group
Clearwater,
Florida
|
$673K
|
-$8.9K
|
-208
|
-1%
|
|
|
57
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$623K
|
–
|
–
|
–
|
|
|
58
|
CIBC Bank USA
Chicago,
Illinois
|
$557K
|
–
|
–
|
–
|
|
|
59
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$510K
|
+$9.59K
|
+224
|
+2%
|
|
|
60
|
Stifel Financial
St. Louis,
Missouri
|
$509K
|
-$135K
|
-3,150
|
-21%
|
|
|
61
|
Hilltop Holdings
Dallas,
Texas
|
$500K
|
–
|
–
|
–
|
|
|
62
|
Buffington Mohr McNeal
Boise,
Idaho
|
$471K
|
+$465K
|
+10,860
|
New
|
|
|
63
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$470K
|
–
|
–
|
–
|
|
|
64
|
Barrett Asset Management
New York
|
$469K
|
+$4.28K
|
+100
|
+0.9%
|
|
|
65
|
Callan Capital
La Jolla,
California
|
$464K
|
-$36.1K
|
-844
|
-7%
|
|
|
66
|
Chevy Chase Trust
Bethesda,
Maryland
|
$434K
|
–
|
–
|
–
|
|
|
67
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$416K
|
-$188K
|
-4,400
|
-31%
|
|
|
68
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$410K
|
+$119K
|
+2,770
|
+42%
|
|
|
69
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$407K
|
+$96.7K
|
+2,260
|
+32%
|
|
|
70
|
Gradient Investments
Arden Hills,
Minnesota
|
$384K
|
+$305K
|
+7,120
|
+411%
|
|
|
71
|
|
$381K
|
+$27.9K
|
+652
|
+8%
|
|
|
72
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$371K
|
-$856
|
-20
|
-0.2%
|
|
|
73
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$352K
|
-$5.13K
|
-120
|
-1%
|
|
|
74
|
HM Payson & Co
Portland,
Maine
|
$347K
|
–
|
–
|
–
|
|
|
75
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$346K
|
+$5.73K
|
+134
|
+2%
|
|
