|
51
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$689K
|
+$14.9K
|
+290
|
+2%
|
|
|
52
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$680K
|
-$44.9K
|
-875
|
-5%
|
|
|
53
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$674K
|
-$61.6K
|
-1,200
|
-7%
|
|
|
54
|
Baystate Wealth Management
Boston,
Massachusetts
|
$673K
|
–
|
–
|
–
|
|
|
55
|
Rockefeller Capital Management
New York
|
$666K
|
+$47.1K
|
+918
|
+7%
|
|
|
56
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$662K
|
-$87.9K
|
-1,714
|
-10%
|
|
|
57
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$652K
|
+$5.18K
|
+101
|
+0.7%
|
|
|
58
|
BigSur Wealth Management
Miami,
Florida
|
$563K
|
-$1.23M
|
-24,000
|
-66%
|
|
|
59
|
KCM Investment Advisors
Greenbrae,
California
|
$551K
|
-$103K
|
-2,000
|
-14%
|
|
|
60
|
Abbrea Capital
Greenbrae,
California
|
$539K
|
+$213K
|
+4,160
|
+53%
|
|
|
61
|
Howard Wealth Management
Madison,
Connecticut
|
$531K
|
+$13.1K
|
+256
|
+2%
|
|
|
62
|
Oppenheimer & Co
New York
|
$502K
|
-$78.9K
|
-1,538
|
-12%
|
|
|
63
|
Regions Financial Corp
Birmingham,
Alabama
|
$416K
|
–
|
–
|
–
|
|
|
64
|
NTV Asset Management
Charleston,
West Virginia
|
$404K
|
-$10.3K
|
-200
|
-2%
|
|
|
65
|
Montag & Associates
Atlanta,
Georgia
|
$393K
|
-$82.1K
|
-1,600
|
-15%
|
|
|
66
|
Parallel Advisors
San Francisco,
California
|
$393K
|
-$51.3K
|
-1,000
|
-10%
|
|
|
67
|
Freestone Capital Holdings
Seattle,
Washington
|
$393K
|
+$452K
|
+8,810
|
New
|
|
|
68
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$390K
|
+$448K
|
+8,727
|
New
|
|
|
69
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$388K
|
–
|
–
|
–
|
|
|
70
|
EP Wealth Advisors
Torrance,
California
|
$383K
|
+$205K
|
+4,000
|
+88%
|
|
|
71
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$357K
|
–
|
–
|
–
|
|
|
72
|
BCS Wealth Management
Johnson City,
Tennessee
|
$343K
|
-$23.3K
|
-455
|
-6%
|
|
|
73
|
Gofen & Glossberg
Chicago,
Illinois
|
$334K
|
–
|
–
|
–
|
|
|
74
|
Fidelity Investments
Boston,
Massachusetts
|
$332K
|
-$18K
|
-351
|
-5%
|
|
|
75
|
|
$328K
|
–
|
–
|
–
|
|
