|
401
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$500K
|
–
|
–
|
–
|
|
|
402
|
Qsemble Capital Management
New York
|
$499K
|
+$92.4K
|
+334
|
+28%
|
|
|
403
|
&Partners
Nashville,
Tennessee
|
$498K
|
+$194K
|
+702
|
+85%
|
|
|
404
|
High Net Worth Advisory Group
Naples,
Florida
|
$489K
|
–
|
–
|
–
|
|
|
405
|
Virtus Investment Advisers
Hartford,
Connecticut
|
$476K
|
-$2.21K
|
-8
|
-0.5%
|
|
|
406
|
Sara-Bay Financial
Sarasota,
Florida
|
$473K
|
+$125K
|
+450
|
+45%
|
|
|
407
|
Avantax Advisory Services
Dallas,
Texas
|
$472K
|
+$400K
|
+1,446
|
New
|
|
|
408
|
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
|
$470K
|
+$398K
|
+1,440
|
New
|
|
|
409
|
Fulton Bank
Lancaster,
Pennsylvania
|
$463K
|
+$12.7K
|
+46
|
+3%
|
|
|
410
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$454K
|
-$25.5K
|
-92
|
-6%
|
|
|
411
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$451K
|
+$165K
|
+595
|
+75%
|
|
|
412
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$443K
|
-$120K
|
-434
|
-24%
|
|
|
413
|
Steward Partners Investment Advisory
New York
|
$442K
|
+$81.6K
|
+295
|
+28%
|
|
|
414
|
Voleon Capital Management
Berkeley,
California
|
$442K
|
-$2.92M
|
-10,558
|
-89%
|
|
|
415
|
Westpac Banking Corp
Sydney,
Australia
|
$442K
|
-$1.03M
|
-3,718
|
-73%
|
|
|
416
|
|
$442K
|
+$5.26K
|
+19
|
+1%
|
|
|
417
|
Vise Technologies
New York
|
$435K
|
+$369K
|
+1,334
|
New
|
|
|
418
|
Oppenheimer Asset Management
New York
|
$433K
|
+$367K
|
+1,328
|
New
|
|
|
419
|
ABN AMRO Investment Solutions
Paris Cedex 008,
|
$427K
|
–
|
–
|
–
|
|
|
420
|
North Star Asset Management
Neenah,
Wisconsin
|
$426K
|
–
|
–
|
–
|
|
|
421
|
Blue Trust Inc
Alpharetta,
Georgia
|
$422K
|
+$37.4K
|
+135
|
+12%
|
|
|
422
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$421K
|
-$110K
|
-398
|
-24%
|
|
|
423
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$419K
|
–
|
–
|
–
|
|
|
424
|
Asahi Life Asset Management
Tokyo,
Japan
|
$417K
|
-$44.3K
|
-160
|
-11%
|
|
|
425
|
Fox Run Management
Greenwich,
Connecticut
|
$412K
|
+$349K
|
+1,263
|
New
|
|
