|
51
|
IFC Holdings
Tampa,
Florida
|
$736K
|
+$479K
|
+9,685
|
+185%
|
|
|
52
|
Washington Trust Bank
Spokane,
Washington
|
$676K
|
+$677K
|
+13,694
|
New
|
|
|
53
|
Aspiriant LLC
Los Angeles,
California
|
$630K
|
–
|
–
|
–
|
|
|
54
|
|
$610K
|
+$68.7K
|
+1,390
|
+13%
|
|
|
55
|
Cabot Wealth Management
Salem,
Massachusetts
|
$591K
|
+$20.1K
|
+406
|
+4%
|
|
|
56
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$568K
|
-$47.7K
|
-965
|
-8%
|
|
|
57
|
Somerset Group
Wayzata,
Minnesota
|
$536K
|
-$1.87M
|
-37,807
|
-78%
|
|
|
58
|
Lourd Capital
Beverly Hills,
California
|
$536K
|
–
|
–
|
–
|
|
|
59
|
Concert Wealth Management
San Jose,
California
|
$497K
|
+$3.71K
|
+75
|
+0.7%
|
|
|
60
|
First Interstate Bank
Billings,
Montana
|
$475K
|
-$837K
|
-16,928
|
-64%
|
|
|
61
|
Webster Bank
Waterbury,
Connecticut
|
$424K
|
-$39.5K
|
-800
|
-9%
|
|
|
62
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$383K
|
+$22.9K
|
+464
|
+6%
|
|
|
63
|
Private Advisor Group
Morristown,
New Jersey
|
$378K
|
+$144K
|
+2,906
|
+61%
|
|
|
64
|
Bank of New York Mellon
New York
|
$374K
|
-$4.94K
|
-100
|
-1%
|
|
|
65
|
Gould Asset Management
Claremont,
California
|
$330K
|
+$10.6K
|
+215
|
+3%
|
|
|
66
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$291K
|
+$293K
|
+5,926
|
New
|
|
|
67
|
Discretionary Management Services
Merriam,
Kansas
|
$286K
|
-$1.16M
|
-23,450
|
-80%
|
|
|
68
|
CIBC Bank USA
Chicago,
Illinois
|
$279K
|
-$316K
|
-6,392
|
-53%
|
|
|
69
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$277K
|
+$278K
|
+5,615
|
New
|
|
|
70
|
Westover Capital Advisors
Wilmington,
Delaware
|
$269K
|
+$270K
|
+5,458
|
New
|
|
|
71
|
|
$252K
|
–
|
–
|
–
|
|
|
72
|
Monroe Bank & Trust
Monroe,
Michigan
|
$247K
|
-$675K
|
-13,655
|
-73%
|
|
|
73
|
US Bancorp
Minneapolis,
Minnesota
|
$225K
|
-$130K
|
-2,634
|
-37%
|
|
|
74
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$209K
|
+$210K
|
+4,245
|
New
|
|
|
75
|
MSI Financial Services
Springfield,
Massachusetts
|
$188K
|
+$44.5K
|
+900
|
+31%
|
|
