|
151
|
Sutton Wealth Advisors
Tampa,
Florida
|
$39.6K
|
+$37.1K
|
+424
|
New
|
|
|
152
|
Whittier Trust
South Pasadena,
California
|
$37K
|
–
|
–
|
–
|
|
|
153
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$34K
|
+$1.58K
|
+18
|
+5%
|
|
|
154
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
$33K
|
–
|
–
|
–
|
|
|
155
|
Russell Frank Company
Seattle,
Washington
|
$28K
|
-$904K
|
-10,320
|
-97%
|
|
|
156
|
Creative Planning
Overland Park,
Kansas
|
$23K
|
–
|
–
|
–
|
|
|
157
|
US Bancorp
Minneapolis,
Minnesota
|
$23K
|
+$263
|
+3
|
+1%
|
|
|
158
|
McKinley Capital Management
Anchorage,
Alaska
|
$19K
|
+$17.5K
|
+200
|
New
|
|
|
159
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$13K
|
–
|
–
|
–
|
|
|
160
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$13K
|
–
|
–
|
–
|
|
|
161
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$13K
|
+$12.3K
|
+140
|
New
|
|
|
162
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$11K
|
–
|
–
|
–
|
|
|
163
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10K
|
+$350
|
+4
|
+4%
|
|
|
164
|
Versant Capital Management
Phoenix,
Arizona
|
$8K
|
+$3.68K
|
+42
|
+84%
|
|
|
165
|
MSI Financial Services
Springfield,
Massachusetts
|
$6K
|
+$876
|
+10
|
+20%
|
|
|
166
|
Gemmer Asset Management
Walnut Creek,
California
|
$4K
|
–
|
–
|
–
|
|
|
167
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$4K
|
+$1.05K
|
+12
|
+32%
|
|
|
168
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$3K
|
–
|
–
|
–
|
|
|
169
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$2K
|
-$438
|
-5
|
-20%
|
|
|
170
|
First Horizon Advisors
Memphis,
Tennessee
|
$2K
|
+$2.28K
|
+26
|
New
|
|
|
171
|
Atwood & Palmer
Kansas City,
Missouri
|
$1K
|
–
|
–
|
–
|
|
|
172
|
Raffa Wealth Management
Washington,
District of Columbia
|
$654
|
–
|
–
|
–
|
|
|
173
|
EverPoint Asset Management
Stamford,
Connecticut
|
–
|
-$10.2M
|
-120,000
|
Closed
|
|
|
174
|
Taconic Capital Advisors
New York
|
–
|
-$9.31M
|
-110,000
|
Closed
|
|
|
175
|
Wellington Management Group
Boston,
Massachusetts
|
–
|
-$8.88M
|
-104,883
|
Closed
|
|
