|
801
|
Cambridge Trust
Cambridge,
Massachusetts
|
$1.05M
|
-$267K
|
-4,214
|
-18%
|
|
|
802
|
Bank of Stockton
Stockton,
California
|
$1.05M
|
+$1.4K
|
+22
|
+0.1%
|
|
|
803
|
EFG Asset Management (Americas)
Miami,
Florida
|
$1.05M
|
-$13.4K
|
-211
|
-1%
|
|
|
804
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.05M
|
-$1.04M
|
-16,319
|
-44%
|
|
|
805
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.05M
|
-$6.63M
|
-104,489
|
-84%
|
|
|
806
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$1.05M
|
-$161K
|
-2,543
|
-11%
|
|
|
807
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.05M
|
-$79.1K
|
-1,247
|
-6%
|
|
|
808
|
Nexus Investment Management
Toronto,
Ontario, Canada
|
$1.04M
|
-$72.4K
|
-1,140
|
-6%
|
|
|
809
|
Tiemann Investment Advisors
Menlo Park,
California
|
$1.04M
|
-$26.5K
|
-418
|
-2%
|
|
|
810
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.04M
|
-$57.4K
|
-904
|
-4%
|
|
|
811
|
Emerson Wealth
Bloomfield Hills,
Michigan
|
$1.04M
|
-$13.6K
|
-215
|
-0.2%
|
|
|
812
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.04M
|
+$1.36M
|
+21,484
|
New
|
|
|
813
|
IFG Advisory
Atlanta,
Georgia
|
$1.03M
|
-$60.2K
|
-948
|
-5%
|
|
|
814
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.02M
|
-$1.33K
|
-21
|
-0.1%
|
|
|
815
|
Freestone Capital Holdings
Seattle,
Washington
|
$1.02M
|
+$562K
|
+8,853
|
+86%
|
|
|
816
|
Executive Wealth Group
Kirkland,
Washington
|
$1M
|
–
|
–
|
–
|
|
|
817
|
Cedar Capital
Barrington,
Illinois
|
$1M
|
+$163K
|
+2,568
|
+16%
|
|
|
818
|
RWA Wealth Partners
Newton,
Massachusetts
|
$999K
|
-$2.03M
|
-32,000
|
-63%
|
|
|
819
|
WealthOne
Albany,
New York
|
$999K
|
-$261K
|
-4,105
|
-18%
|
|
|
820
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$995K
|
–
|
–
|
–
|
|
|
821
|
Ironwood Investment Management
Boston,
Massachusetts
|
$993K
|
+$1.18M
|
+18,582
|
New
|
|
|
822
|
Soltis Investment Advisors
St. George,
Utah
|
$990K
|
-$395K
|
-6,226
|
-25%
|
|
|
823
|
Avior Wealth Management
Omaha,
Nebraska
|
$989K
|
-$98K
|
-1,544
|
-8%
|
|
|
824
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$989K
|
+$159K
|
+2,503
|
+16%
|
|
|
825
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$989K
|
+$159K
|
+2,503
|
+16%
|
|
