|
51
|
Idaho Trust Bank
Boise,
Idaho
|
$1.62M
|
-$155K
|
-3,392
|
-9%
|
|
|
52
|
Rockefeller Capital Management
New York
|
$1.56M
|
-$99.5K
|
-2,173
|
-6%
|
|
|
53
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.39M
|
+$171K
|
+3,729
|
+14%
|
|
|
54
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.33M
|
-$255K
|
-5,581
|
-16%
|
|
|
55
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.27M
|
–
|
–
|
–
|
|
|
56
|
XML Financial
Bethesda,
Maryland
|
$1.24M
|
+$6.32K
|
+138
|
+0.5%
|
|
|
57
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.23M
|
-$18.9K
|
-412
|
-2%
|
|
|
58
|
Lazard Asset Management
New York
|
$1.19M
|
+$1.17M
|
+25,542
|
New
|
|
|
59
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.18M
|
-$579K
|
-12,641
|
-33%
|
|
|
60
|
Citadel Advisors
Miami,
Florida
|
$1.18M
|
+$685K
|
+14,970
|
+146%
|
|
|
61
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.13M
|
-$404K
|
-8,834
|
-27%
|
|
|
62
|
|
$1.13M
|
+$1.11M
|
+24,193
|
New
|
|
|
63
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$1.08M
|
-$2.24K
|
-49
|
-0.2%
|
|
|
64
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.01M
|
+$12.2K
|
+266
|
+1%
|
|
|
65
|
Perigon Wealth Management
San Francisco,
California
|
$954K
|
+$281K
|
+6,129
|
+43%
|
|
|
66
|
Westside Investment Management
Santa Monica,
California
|
$950K
|
+$5.77K
|
+126
|
+0.6%
|
|
|
67
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$897K
|
–
|
–
|
–
|
|
|
68
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$897K
|
-$358K
|
-7,823
|
-29%
|
|
|
69
|
Gradient Investments
Arden Hills,
Minnesota
|
$895K
|
+$431K
|
+9,406
|
+96%
|
|
|
70
|
Comerica Bank
Dallas,
Texas
|
$892K
|
-$191K
|
-4,169
|
-18%
|
|
|
71
|
|
$832K
|
-$73.6K
|
-1,608
|
-8%
|
|
|
72
|
Choreo LLC
Rockford,
Illinois
|
$813K
|
-$967K
|
-21,114
|
-55%
|
|
|
73
|
Oppenheimer & Co
New York
|
$799K
|
-$306K
|
-6,674
|
-28%
|
|
|
74
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$786K
|
+$772K
|
+16,864
|
New
|
|
|
75
|
Strategic Blueprint
Atlanta,
Georgia
|
$763K
|
+$32.8K
|
+717
|
+5%
|
|
