|
51
|
Essex Financial Services
Essex,
Connecticut
|
$700K
|
+$18.3K
|
+1,719
|
+3%
|
|
|
52
|
St. James Investment Company
Southlake,
Texas
|
$697K
|
-$448K
|
-42,160
|
-38%
|
|
|
53
|
Envestnet Asset Management
Chicago,
Illinois
|
$618K
|
+$520
|
+49
|
+0.1%
|
|
|
54
|
Frontier Investment Management
Dallas,
Texas
|
$616K
|
–
|
–
|
–
|
|
|
55
|
Bank of New York Mellon
New York
|
$608K
|
+$22.3K
|
+2,104
|
+4%
|
|
|
56
|
Moors & Cabot
Boston,
Massachusetts
|
$603K
|
-$903
|
-85
|
-0.1%
|
|
|
57
|
EP Wealth Advisors
Torrance,
California
|
$550K
|
–
|
–
|
–
|
|
|
58
|
Baker Avenue Asset Management
San Francisco,
California
|
$541K
|
-$75.2K
|
-7,085
|
-12%
|
|
|
59
|
LVM Capital Management
Portage,
Michigan
|
$489K
|
–
|
–
|
–
|
|
|
60
|
UBS Group
Zurich,
Switzerland
|
$469K
|
-$13.3K
|
-1,254
|
-3%
|
|
|
61
|
Account Management
Boxford,
Massachusetts
|
$457K
|
–
|
–
|
–
|
|
|
62
|
White Pine Capital
Bloomington,
Minnesota
|
$444K
|
–
|
–
|
–
|
|
|
63
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$410K
|
+$55.2K
|
+5,200
|
+15%
|
|
|
64
|
Scotia Capital
Toronto,
Ontario, Canada
|
$409K
|
–
|
–
|
–
|
|
|
65
|
Oxbow Advisors
Austin,
Texas
|
$402K
|
–
|
–
|
–
|
|
|
66
|
CIBC World Market
Toronto,
Ontario, Canada
|
$401K
|
–
|
–
|
–
|
|
|
67
|
Avenir Corporation
Alexandria,
Virginia
|
$396K
|
–
|
–
|
–
|
|
|
68
|
Regions Financial Corp
Birmingham,
Alabama
|
$396K
|
–
|
–
|
–
|
|
|
69
|
Aveo Capital Partners
Englewood,
Colorado
|
$386K
|
-$217K
|
-20,393
|
-35%
|
|
|
70
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$385K
|
-$3.77K
|
-355
|
-0.9%
|
|
|
71
|
Family Capital Trust
Peabody,
Massachusetts
|
$356K
|
–
|
–
|
–
|
|
|
72
|
Freestone Capital Holdings
Seattle,
Washington
|
$348K
|
–
|
–
|
–
|
|
|
73
|
Avidian Wealth Enterprises
Houston,
Texas
|
$331K
|
+$345K
|
+32,500
|
New
|
|
|
74
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$329K
|
-$4.94K
|
-465
|
-1%
|
|
|
75
|
Lau Associates
Greenville,
Delaware
|
$325K
|
–
|
–
|
–
|
|
