|
51
|
MSI Financial Services
Springfield,
Massachusetts
|
$517K
|
-$435K
|
-8,331
|
-46%
|
|
|
52
|
|
$501K
|
–
|
–
|
–
|
|
|
53
|
Gould Asset Management
Claremont,
California
|
$479K
|
+$478K
|
+9,165
|
New
|
|
|
54
|
First Allied Advisory Services
San Diego,
California
|
$440K
|
+$66.1K
|
+1,266
|
+18%
|
|
|
55
|
Bank of Stockton
Stockton,
California
|
$428K
|
-$1.4M
|
-26,784
|
-77%
|
|
|
56
|
ProVise Management Group
Clearwater,
Florida
|
$423K
|
–
|
–
|
–
|
|
|
57
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$403K
|
-$106K
|
-2,039
|
-21%
|
|
|
58
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$368K
|
–
|
–
|
–
|
|
|
59
|
Freedom Investment Management
Hartford,
Connecticut
|
$358K
|
-$36.9K
|
-708
|
-9%
|
|
|
60
|
Argent Trust Co
Nashville,
Tennessee
|
$318K
|
–
|
–
|
–
|
|
|
61
|
Windsor Capital Management
Phoenix,
Arizona
|
$317K
|
-$48.4K
|
-928
|
-13%
|
|
|
62
|
Evanson Asset Management
Carmel,
California
|
$291K
|
–
|
–
|
–
|
|
|
63
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$254K
|
–
|
–
|
–
|
|
|
64
|
M Holdings Securities
Portland,
Oregon
|
$247K
|
–
|
–
|
–
|
|
|
65
|
Paracle Advisors
Mercer Island,
Washington
|
$241K
|
–
|
–
|
–
|
|
|
66
|
Aspiriant LLC
Los Angeles,
California
|
$220K
|
+$220K
|
+4,210
|
New
|
|
|
67
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$206K
|
-$20K
|
-384
|
-9%
|
|
|
68
|
CAZ Investments
Houston,
Texas
|
$203K
|
–
|
–
|
–
|
|
|
69
|
Evercore Wealth Management
New York
|
$167K
|
–
|
–
|
–
|
|
|
70
|
|
$122K
|
-$100K
|
-1,924
|
-45%
|
|
|
71
|
Klingman & Associates
New York
|
$117K
|
–
|
–
|
–
|
|
|
72
|
Advisory Alpha
Holland,
Michigan
|
$104K
|
-$35.1K
|
-672
|
-25%
|
|
|
73
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$93K
|
–
|
–
|
–
|
|
|
74
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$92K
|
–
|
–
|
–
|
|
|
75
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$41.5K
|
+$41.5K
|
+796
|
New
|
|
