|
751
|
Fort Point Capital Partners
San Francisco,
California
|
$206K
|
+$197K
|
+1,272
|
New
|
|
|
752
|
BOK Financial Private Wealth
Denver,
Colorado
|
$204K
|
+$195K
|
+1,257
|
New
|
|
|
753
|
Pacific Global Investment Management
Glendale,
California
|
$203K
|
-$16.8K
|
-108
|
-8%
|
|
|
754
|
Trust Company of Toledo
Holland,
Ohio
|
$202K
|
+$193K
|
+1,245
|
New
|
|
|
755
|
Ballentine Partners
Waltham,
Massachusetts
|
$201K
|
+$190K
|
+1,224
|
New
|
|
|
756
|
Park Avenue Securities
New York
|
$201K
|
+$191K
|
+1,233
|
New
|
|
|
757
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$200K
|
+$191K
|
+1,229
|
New
|
|
|
758
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$191K
|
+$37.2K
|
+240
|
+26%
|
|
|
759
|
SRB Corp
Boston,
Massachusetts
|
$189K
|
–
|
–
|
–
|
|
|
760
|
Bessemer Group
Woodbridge,
New Jersey
|
$187K
|
+$1.86K
|
+12
|
+1%
|
|
|
761
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$185K
|
–
|
–
|
–
|
|
|
762
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$185K
|
+$175K
|
+1,129
|
+8,685%
|
|
|
763
|
Americafirst Capital Management
Roseville,
California
|
$180K
|
-$154K
|
-991
|
-47%
|
|
|
764
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$180K
|
–
|
–
|
–
|
|
|
765
|
AmericaFirst Defensive Growth & Income Portfolio Series 2
Roseville,
California
|
$180K
|
+$172K
|
+1,109
|
New
|
|
|
766
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$162K
|
–
|
–
|
–
|
|
|
767
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$161K
|
–
|
–
|
–
|
|
|
768
|
|
$155K
|
–
|
–
|
–
|
|
|
769
|
First Interstate Bank
Billings,
Montana
|
$155K
|
+$3.88K
|
+25
|
+3%
|
|
|
770
|
Acrospire Investment Management
Chicago,
Illinois
|
$146K
|
+$140K
|
+900
|
New
|
|
|
771
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$142K
|
-$62.4K
|
-402
|
-32%
|
|
|
772
|
Pathstone Family Office
Englewood,
New Jersey
|
$130K
|
-$33.1K
|
-213
|
-21%
|
|
|
773
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$130K
|
+$124K
|
+800
|
New
|
|
|
774
|
Hexavest
Montreal,
Quebec, Canada
|
$127K
|
–
|
–
|
–
|
|
|
775
|
Kings Point Capital Management
Great Neck,
New York
|
$114K
|
–
|
–
|
–
|
|
