|
501
|
Circle Wealth Management
Summit,
New Jersey
|
$240K
|
-$473
|
-2
|
-0.2%
|
|
|
502
|
Raymond James Trust
St. Petersburg,
Florida
|
$238K
|
-$180K
|
-763
|
-45%
|
|
|
503
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$236K
|
-$310K
|
-1,309
|
-60%
|
|
|
504
|
ClearArc Capital
Cincinnati,
Ohio
|
$235K
|
-$85.9K
|
-363
|
-28%
|
|
|
505
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$234K
|
-$53.2K
|
-225
|
-20%
|
|
|
506
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$233K
|
-$282K
|
-1,194
|
-57%
|
|
|
507
|
Squar Milner Financial Services
Irvine,
California
|
$232K
|
+$214K
|
+903
|
New
|
|
|
508
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$228K
|
+$210K
|
+886
|
New
|
|
|
509
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$224K
|
+$6.39K
|
+27
|
+3%
|
|
|
510
|
|
$220K
|
+$202K
|
+855
|
New
|
|
|
511
|
CFM Wealth Partners
Austin,
Texas
|
$219K
|
+$194K
|
+822
|
New
|
|
|
512
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$218K
|
-$93.4K
|
-395
|
-32%
|
|
|
513
|
Barings
Charlotte,
North Carolina
|
$213K
|
-$235K
|
-992
|
-54%
|
|
|
514
|
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
$207K
|
-$47.3K
|
-200
|
-20%
|
|
|
515
|
DSC Advisors
Chicago,
Illinois
|
$206K
|
+$189K
|
+799
|
New
|
|
|
516
|
Charles Schwab Trust
Henderson,
Nevada
|
$206K
|
+$189K
|
+800
|
New
|
|
|
517
|
|
$202K
|
+$186K
|
+785
|
New
|
|
|
518
|
Huntington National Bank
Columbus,
Ohio
|
$201K
|
+$9.7K
|
+41
|
+6%
|
|
|
519
|
Putnam Investments
Boston,
Massachusetts
|
$201K
|
+$184K
|
+779
|
New
|
|
|
520
|
Arax Advisory Partners
Denver,
Colorado
|
$198K
|
-$44K
|
-186
|
-19%
|
|
|
521
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$187K
|
+$104K
|
+439
|
+153%
|
|
|
522
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$175K
|
-$1.18K
|
-5
|
-0.7%
|
|
|
523
|
Brown Brothers Harriman & Co
New York
|
$163K
|
-$618K
|
-2,614
|
-81%
|
|
|
524
|
Clean Yield Group
Norwich,
Vermont
|
$162K
|
–
|
–
|
–
|
|
|
525
|
|
$161K
|
+$101K
|
+429
|
+218%
|
|
