|
51
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$980K
|
-$37.5K
|
-824
|
-4%
|
|
|
52
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$959K
|
-$76.5K
|
-1,682
|
-8%
|
|
|
53
|
Pitcairn
Conshohocken,
Pennsylvania
|
$937K
|
–
|
–
|
–
|
|
|
54
|
Advisor Group
Phoenix,
Arizona
|
$915K
|
-$459K
|
-10,082
|
-34%
|
|
|
55
|
United Capital Financial Advisors
Irving,
Texas
|
$868K
|
+$24.5K
|
+538
|
+3%
|
|
|
56
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$830K
|
-$17.6K
|
-386
|
-2%
|
|
|
57
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$764K
|
–
|
–
|
–
|
|
|
58
|
Zevin Asset Management
Boston,
Massachusetts
|
$731K
|
-$715K
|
-15,710
|
-50%
|
|
|
59
|
ProVise Management Group
Clearwater,
Florida
|
$707K
|
-$14K
|
-308
|
-2%
|
|
|
60
|
KeyBank National Association
Cleveland,
Ohio
|
$703K
|
+$237K
|
+5,200
|
+52%
|
|
|
61
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$667K
|
–
|
–
|
–
|
|
|
62
|
Stifel Financial
St. Louis,
Missouri
|
$648K
|
+$120K
|
+2,642
|
+23%
|
|
|
63
|
Cetera Advisors
Denver,
Colorado
|
$626K
|
+$378K
|
+8,300
|
+160%
|
|
|
64
|
CIBC Bank USA
Chicago,
Illinois
|
$596K
|
–
|
–
|
–
|
|
|
65
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$548K
|
–
|
–
|
–
|
|
|
66
|
Hilltop Holdings
Dallas,
Texas
|
$535K
|
–
|
–
|
–
|
|
|
67
|
Weatherstone Capital Management
Denver,
Colorado
|
$528K
|
+$1.77M
|
+39,006
|
New
|
|
|
68
|
Buffington Mohr McNeal
Boise,
Idaho
|
$518K
|
–
|
–
|
–
|
|
|
69
|
Barrett Asset Management
New York
|
$507K
|
–
|
–
|
–
|
|
|
70
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$490K
|
+$2.18K
|
+48
|
+0.5%
|
|
|
71
|
Callan Capital
La Jolla,
California
|
$489K
|
–
|
–
|
–
|
|
|
72
|
Baystate Wealth Management
Boston,
Massachusetts
|
$475K
|
+$32.7K
|
+718
|
+8%
|
|
|
73
|
Gradient Investments
Arden Hills,
Minnesota
|
$473K
|
+$14.5K
|
+318
|
+3%
|
|
|
74
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$437K
|
-$910
|
-20
|
-0.2%
|
|
|
75
|
MML Investors Services
Springfield,
Massachusetts
|
$408K
|
-$319K
|
-7,006
|
-44%
|
|
