|
26
|
Cabot Wealth Management
Salem,
Massachusetts
|
$493K
|
+$5.21K
|
+100
|
+1%
|
|
|
27
|
Confluence Investment Management
St. Louis,
Missouri
|
$484K
|
+$223K
|
+4,289
|
+85%
|
|
|
28
|
Beta Wealth Group
San Diego,
California
|
$475K
|
+$478K
|
+9,175
|
New
|
|
|
29
|
Essex Financial Services
Essex,
Connecticut
|
$456K
|
+$130K
|
+2,500
|
+40%
|
|
|
30
|
|
$414K
|
+$417K
|
+8,000
|
New
|
|
|
31
|
Virtu KCG Holdings
New York
|
$340K
|
+$342K
|
+6,570
|
New
|
|
|
32
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$331K
|
+$333K
|
+6,400
|
New
|
|
|
33
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$329K
|
+$833
|
+16
|
+0.3%
|
|
|
34
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$310K
|
–
|
–
|
–
|
|
|
35
|
Founders Bank & Trust
Grand Rapids,
Michigan
|
$301K
|
+$25.1K
|
+482
|
+9%
|
|
|
36
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$275K
|
+$38.1K
|
+731
|
+16%
|
|
|
37
|
Arden Trust
Wilmington,
Delaware
|
$262K
|
–
|
–
|
–
|
|
|
38
|
Dalton Investments
Las Vegas,
Nevada
|
$212K
|
+$1.15K
|
+22
|
+0.5%
|
|
|
39
|
James Investment Research
Alpha,
Ohio
|
$194K
|
–
|
–
|
–
|
|
|
40
|
American International Group
New York
|
$168K
|
–
|
–
|
–
|
|
|
41
|
MSI Financial Services
Springfield,
Massachusetts
|
$152K
|
+$14.9K
|
+287
|
+11%
|
|
|
42
|
Creative Planning
Overland Park,
Kansas
|
$109K
|
-$7.71K
|
-148
|
-7%
|
|
|
43
|
New England Securities
New York
|
$96K
|
-$66.5K
|
-1,277
|
-41%
|
|
|
44
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$52K
|
-$130K
|
-2,500
|
-71%
|
|
|
45
|
|
$43K
|
+$156
|
+3
|
+0.4%
|
|
|
46
|
Bartlett & Co
Cincinnati,
Ohio
|
$25K
|
–
|
–
|
–
|
|
|
47
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$21K
|
+$21.2K
|
+407
|
New
|
|
|
48
|
Tower Research Capital (TRC)
New York
|
$2K
|
+$1.56K
|
+30
|
New
|
|
|
49
|
Envestnet Asset Management
Chicago,
Illinois
|
$1K
|
+$1.15K
|
+22
|
New
|
|
|
50
|
|
–
|
-$1.37M
|
-26,330
|
Closed
|
|
