|
126
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$400K
|
–
|
–
|
–
|
|
|
127
|
Clearstead Advisors
Cleveland,
Ohio
|
$383K
|
+$37
|
+1
|
+0%
|
|
|
128
|
Fiduciary Trust
Boston,
Massachusetts
|
$373K
|
–
|
–
|
–
|
|
|
129
|
Credit Suisse
Zurich,
Switzerland
|
$368K
|
-$63.6K
|
-1,721
|
-13%
|
|
|
130
|
Diversified Trust
Memphis,
Tennessee
|
$362K
|
+$427K
|
+11,550
|
New
|
|
|
131
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$351K
|
-$18.5K
|
-500
|
-4%
|
|
|
132
|
Royal Fund Management
Lady Lake,
Florida
|
$346K
|
-$320K
|
-8,658
|
-44%
|
|
|
133
|
SVB Wealth
Boston,
Massachusetts
|
$339K
|
+$60.5K
|
+1,636
|
+18%
|
|
|
134
|
TIAA FSB
Jacksonville,
Florida
|
$336K
|
-$18.6K
|
-504
|
-4%
|
|
|
135
|
Envestnet Asset Management
Chicago,
Illinois
|
$335K
|
+$98K
|
+2,651
|
+33%
|
|
|
136
|
|
$312K
|
-$68.5K
|
-1,854
|
-16%
|
|
|
137
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$311K
|
+$365K
|
+9,868
|
New
|
|
|
138
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$304K
|
+$359K
|
+9,711
|
New
|
|
|
139
|
|
$299K
|
+$353K
|
+9,554
|
New
|
|
|
140
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$287K
|
–
|
–
|
–
|
|
|
141
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$266K
|
+$7.39K
|
+200
|
+2%
|
|
|
142
|
Advocate Group
Minnetonka,
Minnesota
|
$262K
|
-$62.9K
|
-1,703
|
-17%
|
|
|
143
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$258K
|
–
|
–
|
–
|
|
|
144
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$237K
|
–
|
–
|
–
|
|
|
145
|
Bank of New York Mellon
New York
|
$237K
|
+$12.7K
|
+343
|
+5%
|
|
|
146
|
Oppenheimer & Co
New York
|
$236K
|
+$34.1K
|
+924
|
+14%
|
|
|
147
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$235K
|
–
|
–
|
–
|
|
|
148
|
WhitTier Trust Company
Reno,
Nevada
|
$235K
|
–
|
–
|
–
|
|
|
149
|
Tower Research Capital (TRC)
New York
|
$229K
|
+$270K
|
+7,318
|
New
|
|
|
150
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$227K
|
+$268K
|
+7,240
|
New
|
|
