|
51
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$244K
|
+$253K
|
+17,287
|
New
|
|
|
52
|
Coe Capital Management
Highland Park,
Illinois
|
$229K
|
–
|
–
|
–
|
|
|
53
|
D.A. Davidson & Co
Great Falls,
Montana
|
$223K
|
-$133K
|
-9,045
|
-36%
|
|
|
54
|
Aspiriant LLC
Los Angeles,
California
|
$216K
|
+$224K
|
+15,283
|
New
|
|
|
55
|
Good Life Advisors
Reading,
Pennsylvania
|
$211K
|
+$216K
|
+14,757
|
New
|
|
|
56
|
Girard Securities
San Diego,
California
|
$193K
|
+$200K
|
+13,619
|
New
|
|
|
57
|
Montecito Bank & Trust
Santa Barbara,
California
|
$191K
|
+$198K
|
+13,480
|
New
|
|
|
58
|
MSI Financial Services
Springfield,
Massachusetts
|
$187K
|
+$80K
|
+5,456
|
+70%
|
|
|
59
|
Ameriprise
Minneapolis,
Minnesota
|
$174K
|
+$181K
|
+12,337
|
New
|
|
|
60
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$165K
|
-$52K
|
-3,547
|
-23%
|
|
|
61
|
TCI Wealth Advisors
Tucson,
Arizona
|
$163K
|
+$169K
|
+11,494
|
New
|
|
|
62
|
Level Four Advisory Services
Dallas,
Texas
|
$161K
|
+$167K
|
+11,392
|
New
|
|
|
63
|
Rand Wealth
Baltimore,
Maryland
|
$150K
|
–
|
–
|
–
|
|
|
64
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$141K
|
-$38.9K
|
-2,653
|
-21%
|
|
|
65
|
Hilton Capital Management
Garden City,
New York
|
$141K
|
–
|
–
|
–
|
|
|
66
|
|
$138K
|
–
|
–
|
–
|
|
|
67
|
Parallel Advisors
San Francisco,
California
|
$126K
|
+$131K
|
+8,914
|
New
|
|
|
68
|
Security National Trust
Wheeling,
West Virginia
|
$118K
|
+$59.8K
|
+4,081
|
+96%
|
|
|
69
|
Financial Advisors Network
Tustin,
California
|
$92.5K
|
+$93.6K
|
+6,382
|
New
|
|
|
70
|
Allworth Financial
Folsom,
California
|
$75K
|
–
|
–
|
–
|
|
|
71
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$47K
|
+$48.4K
|
+3,299
|
New
|
|
|
72
|
Stanford Investment Group
Mountain View,
California
|
$32K
|
–
|
–
|
–
|
|
|
73
|
WhitTier Trust Company
Reno,
Nevada
|
$30K
|
–
|
–
|
–
|
|
|
74
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$29K
|
–
|
–
|
–
|
|
|
75
|
US Bancorp
Minneapolis,
Minnesota
|
$18K
|
–
|
–
|
–
|
|
