|
401
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$189K
|
–
|
–
|
–
|
|
|
402
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$189K
|
+$180K
|
+3,829
|
New
|
|
|
403
|
M&T Bank
Buffalo,
New York
|
$188K
|
–
|
–
|
–
|
|
|
404
|
Focused Wealth Management
Newburgh,
New York
|
$187K
|
-$6.25K
|
-133
|
-3%
|
|
|
405
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$164K
|
-$21.2K
|
-450
|
-12%
|
|
|
406
|
Creative Planning
Overland Park,
Kansas
|
$147K
|
+$30.8K
|
+655
|
+28%
|
|
|
407
|
Washington Trust Bank
Spokane,
Washington
|
$145K
|
+$37.6K
|
+800
|
+37%
|
|
|
408
|
Reilly Financial Advisors
La Mesa,
California
|
$144K
|
+$53.8K
|
+1,145
|
+64%
|
|
|
409
|
Sophrosyne Capital
New York
|
$119K
|
-$56.4K
|
-1,200
|
-33%
|
|
|
410
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$110K
|
–
|
–
|
–
|
|
|
411
|
Crosspoint Capital Strategies
Orinda,
California
|
$103K
|
+$16K
|
+341
|
+19%
|
|
|
412
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$103K
|
+$21K
|
+446
|
+27%
|
|
|
413
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$100K
|
–
|
–
|
–
|
|
|
414
|
|
$54K
|
-$5.78K
|
-123
|
-10%
|
|
|
415
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$49K
|
–
|
–
|
–
|
|
|
416
|
Envestnet Asset Management
Chicago,
Illinois
|
$49K
|
+$2.12K
|
+45
|
+5%
|
|
|
417
|
Edge Wealth Management
New York
|
$43K
|
–
|
–
|
–
|
|
|
418
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$41K
|
+$38.5K
|
+820
|
New
|
|
|
419
|
Monetary Management Group
St Louis,
Missouri
|
$40K
|
–
|
–
|
–
|
|
|
420
|
Shinko Asset Management Company
Tokyo,
Japan
|
$40K
|
–
|
–
|
–
|
|
|
421
|
Synovus Financial
Columbus,
Georgia
|
$40K
|
–
|
–
|
–
|
|
|
422
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$36K
|
–
|
–
|
–
|
|
|
423
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$34K
|
–
|
–
|
–
|
|
|
424
|
MSI Financial Services
Springfield,
Massachusetts
|
$33K
|
+$7.38K
|
+157
|
+31%
|
|
|
425
|
Tradewinds Capital Management
Bellingham,
Washington
|
$32K
|
+$8.7K
|
+185
|
+40%
|
|
