|
251
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$13K
|
+$18.4K
|
+1,040
|
New
|
|
|
252
|
IHT Wealth Management
Chicago,
Illinois
|
$11K
|
+$1.7K
|
+96
|
+12%
|
|
|
253
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$10.4K
|
–
|
–
|
–
|
|
|
254
|
American Research & Management Company
Marion,
Massachusetts
|
$10K
|
–
|
–
|
–
|
|
|
255
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$10K
|
+$14.1K
|
+800
|
New
|
|
|
256
|
Asset Dedication LLC
San Francisco,
California
|
$7K
|
–
|
–
|
–
|
|
|
257
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$7K
|
–
|
–
|
–
|
|
|
258
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$6K
|
-$2.26K
|
-128
|
-21%
|
|
|
259
|
Proficio Capital Partners
Newton,
Massachusetts
|
$6K
|
-$1.49K
|
-84
|
-15%
|
|
|
260
|
Parallel Advisors
San Francisco,
California
|
$6K
|
+$919
|
+52
|
+13%
|
|
|
261
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$5K
|
-$1.06K
|
-60
|
-11%
|
|
|
262
|
YorkBridge Wealth Partners
New York
|
$5K
|
–
|
–
|
–
|
|
|
263
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4K
|
–
|
–
|
–
|
|
|
264
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$3K
|
-$12.1K
|
-684
|
-68%
|
|
|
265
|
Versant Capital Management
Phoenix,
Arizona
|
$2K
|
-$636
|
-36
|
-18%
|
|
|
266
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$2K
|
+$3.54K
|
+200
|
New
|
|
|
267
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$2K
|
+$3.54K
|
+200
|
New
|
|
|
268
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.47K
|
–
|
–
|
–
|
|
|
269
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$1K
|
–
|
–
|
–
|
|
|
270
|
Winfield Associates
Cleveland,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
271
|
WhitTier Trust Company
Reno,
Nevada
|
$1K
|
+$778
|
+44
|
New
|
|
|
272
|
American Financial Network Advisory Services
Calabasas,
California
|
$1K
|
+$1.49K
|
+84
|
New
|
|
|
273
|
Zevenbergen Capital Investments
Edmonds,
Washington
|
–
|
-$60.1M
|
-3,286,640
|
Closed
|
|
|
274
|
Sectoral Asset Management
Montreal,
Quebec, Canada
|
–
|
-$24.4M
|
-1,333,364
|
Closed
|
|
|
275
|
Adage Capital Partners
Boston,
Massachusetts
|
–
|
-$21.9M
|
-1,200,000
|
Closed
|
|
