|
751
|
Summit Trail Advisors
New York
|
$258K
|
+$296K
|
+6,682
|
New
|
|
|
752
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$258K
|
+$296K
|
+6,684
|
New
|
|
|
753
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$255K
|
–
|
–
|
–
|
|
|
754
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$251K
|
–
|
–
|
–
|
|
|
755
|
Affinity Investment Advisors
Newport Beach,
California
|
$249K
|
-$2.56M
|
-57,954
|
-90%
|
|
|
756
|
Bremer Trust National Association
St. Cloud,
Minnesota
|
$249K
|
-$39.8K
|
-900
|
-12%
|
|
|
757
|
Cypress Capital Group
Palm Beach,
Florida
|
$249K
|
-$18.4K
|
-415
|
-6%
|
|
|
758
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$247K
|
-$24.3K
|
-550
|
-8%
|
|
|
759
|
Atlas Brown
Louisville,
Kentucky
|
$247K
|
–
|
–
|
–
|
|
|
760
|
BBVA USA Bancshares
Houston,
Texas
|
$247K
|
+$145K
|
+3,281
|
+105%
|
|
|
761
|
Confluence Wealth Management
Portland,
Oregon
|
$246K
|
+$840
|
+19
|
+0.3%
|
|
|
762
|
Rothschild Investment LLC
Chicago,
Illinois
|
$245K
|
-$15K
|
-340
|
-5%
|
|
|
763
|
Farr Miller & Washington
Washington,
District of Columbia
|
$245K
|
–
|
–
|
–
|
|
|
764
|
Fisher Asset Management
Camas,
Washington
|
$244K
|
-$44.8K
|
-1,013
|
-14%
|
|
|
765
|
Cadence Capital Management
Boston,
Massachusetts
|
$243K
|
-$17.8K
|
-402
|
-6%
|
|
|
766
|
Garner Asset Management Corp
Plano,
Texas
|
$243K
|
–
|
–
|
–
|
|
|
767
|
Yorktown Management & Research Company
Forest,
Virginia
|
$243K
|
–
|
–
|
–
|
|
|
768
|
Natixis Investment Managers International
Paris,
France
|
$240K
|
-$644K
|
-14,565
|
-70%
|
|
|
769
|
Bellecapital
Zurich,
Switzerland
|
$240K
|
–
|
–
|
–
|
|
|
770
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$240K
|
+$76.7K
|
+1,734
|
+39%
|
|
|
771
|
Eastern Bank
Boston,
Massachusetts
|
$238K
|
–
|
–
|
–
|
|
|
772
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$238K
|
–
|
–
|
–
|
|
|
773
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$238K
|
+$44.2K
|
+999
|
+19%
|
|
|
774
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$235K
|
+$98.3K
|
+2,222
|
+57%
|
|
|
775
|
Sutton Wealth Advisors
Tampa,
Florida
|
$233K
|
+$24.4K
|
+551
|
+10%
|
|
