|
51
|
Cabot Wealth Management
Salem,
Massachusetts
|
$699K
|
+$98K
|
+1,969
|
+16%
|
|
|
52
|
|
$689K
|
+$68.7K
|
+1,380
|
+11%
|
|
|
53
|
McAdams Wright Ragen
Seattle,
Washington
|
$688K
|
-$848K
|
-17,050
|
-55%
|
|
|
54
|
Aspiriant LLC
Los Angeles,
California
|
$597K
|
-$42.2K
|
-849
|
-7%
|
|
|
55
|
Bank of New York Mellon
New York
|
$582K
|
+$200K
|
+4,029
|
+53%
|
|
|
56
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$564K
|
+$560K
|
+11,260
|
New
|
|
|
57
|
Lourd Capital
Beverly Hills,
California
|
$544K
|
–
|
–
|
–
|
|
|
58
|
Private Advisor Group
Morristown,
New Jersey
|
$532K
|
+$146K
|
+2,940
|
+38%
|
|
|
59
|
Narwhal Capital Management
Marietta,
Georgia
|
$515K
|
+$512K
|
+10,285
|
New
|
|
|
60
|
Somerset Group
Wayzata,
Minnesota
|
$491K
|
-$53.3K
|
-1,072
|
-10%
|
|
|
61
|
Concert Wealth Management
San Jose,
California
|
$490K
|
-$3.73K
|
-75
|
-0.7%
|
|
|
62
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$487K
|
+$97.5K
|
+1,960
|
+25%
|
|
|
63
|
First Interstate Bank
Billings,
Montana
|
$483K
|
–
|
–
|
–
|
|
|
64
|
IFC Holdings
Tampa,
Florida
|
$437K
|
-$309K
|
-6,205
|
-42%
|
|
|
65
|
Webster Bank
Waterbury,
Connecticut
|
$418K
|
-$12.4K
|
-249
|
-3%
|
|
|
66
|
AssetMark Inc
Concord,
California
|
$415K
|
+$412K
|
+8,280
|
New
|
|
|
67
|
Gould Asset Management
Claremont,
California
|
$361K
|
+$25.6K
|
+515
|
+8%
|
|
|
68
|
Zhang Financial
Portage,
Michigan
|
$300K
|
+$297K
|
+5,978
|
New
|
|
|
69
|
Virtu KCG Holdings
New York
|
$292K
|
-$472K
|
-9,482
|
-62%
|
|
|
70
|
Discretionary Management Services
Merriam,
Kansas
|
$291K
|
–
|
–
|
–
|
|
|
71
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$281K
|
–
|
–
|
–
|
|
|
72
|
|
$281K
|
+$24.9K
|
+500
|
+10%
|
|
|
73
|
MSI Financial Services
Springfield,
Massachusetts
|
$274K
|
+$82.6K
|
+1,660
|
+44%
|
|
|
74
|
CIBC Bank USA
Chicago,
Illinois
|
$247K
|
-$35.1K
|
-705
|
-12%
|
|
|
75
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$233K
|
+$19.9K
|
+400
|
+9%
|
|
