|
601
|
Private Trust Company
Cleveland,
Ohio
|
$500K
|
-$49.1K
|
-1,263
|
-8%
|
|
|
602
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$486K
|
–
|
–
|
–
|
|
|
603
|
Evercore Wealth Management
New York
|
$485K
|
+$521K
|
+13,389
|
New
|
|
|
604
|
Ashfield Capital Partners
San Francisco,
California
|
$474K
|
–
|
–
|
–
|
|
|
605
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$471K
|
+$137K
|
+3,528
|
+37%
|
|
|
606
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$465K
|
–
|
–
|
–
|
|
|
607
|
American Portfolios Advisors
Holbrook,
New York
|
$460K
|
+$449K
|
+11,528
|
+1,005%
|
|
|
608
|
Copperwynd Financial
Scottsdale,
Arizona
|
$458K
|
-$63.4K
|
-1,630
|
-11%
|
|
|
609
|
Checchi Capital Advisers
Beverly Hills,
California
|
$458K
|
+$5.84K
|
+150
|
+1%
|
|
|
610
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$457K
|
-$1.67M
|
-42,875
|
-77%
|
|
|
611
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$454K
|
–
|
–
|
–
|
|
|
612
|
Perritt Capital Management
Chicago,
Illinois
|
$451K
|
–
|
–
|
–
|
|
|
613
|
Nichols & Pratt Advisers
Boston,
Massachusetts
|
$446K
|
-$11.7K
|
-300
|
-2%
|
|
|
614
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$446K
|
–
|
–
|
–
|
|
|
615
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$439K
|
-$54.8K
|
-1,409
|
-10%
|
|
|
616
|
Ingalls & Snyder LLC
New York
|
$433K
|
-$1.06M
|
-27,166
|
-69%
|
|
|
617
|
Wedbush Securities
Los Angeles,
California
|
$429K
|
-$2.96K
|
-76
|
-0.6%
|
|
|
618
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$425K
|
-$16K
|
-412
|
-3%
|
|
|
619
|
Capstone Investment Advisors
New York
|
$423K
|
+$454K
|
+11,663
|
New
|
|
|
620
|
Biltmore Family Office
Charlotte,
North Carolina
|
$422K
|
–
|
–
|
–
|
|
|
621
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$414K
|
+$444K
|
+11,403
|
New
|
|
|
622
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$406K
|
+$52.3K
|
+1,345
|
+14%
|
|
|
623
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$404K
|
–
|
–
|
–
|
|
|
624
|
Cutler Group
San Francisco,
California
|
$402K
|
-$487K
|
-12,508
|
-53%
|
|
|
625
|
Montag & Associates
Atlanta,
Georgia
|
$402K
|
–
|
–
|
–
|
|
