|
351
|
Legacy Wealth Partners (California)
Calabasas,
California
|
$475K
|
–
|
–
|
–
|
|
|
352
|
Pettee Investors
Rowayton,
Connecticut
|
$472K
|
–
|
–
|
–
|
|
|
353
|
Bank of Hawaii
Honolulu,
Hawaii
|
$470K
|
–
|
–
|
–
|
|
|
354
|
Vontobel Holding
Zurich,
Switzerland
|
$448K
|
+$468K
|
+7,764
|
New
|
|
|
355
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$439K
|
–
|
–
|
–
|
|
|
356
|
Dupont Capital Management
Wilmington,
Delaware
|
$436K
|
-$139K
|
-2,311
|
-25%
|
|
|
357
|
RB Capital Management
Reno,
Nevada
|
$430K
|
+$3.49K
|
+58
|
+0.9%
|
|
|
358
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$421K
|
–
|
–
|
–
|
|
|
359
|
Investment House LLC
Redondo Beach,
California
|
$418K
|
-$60
|
-1
|
-0%
|
|
|
360
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$415K
|
–
|
–
|
–
|
|
|
361
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$415K
|
–
|
–
|
–
|
|
|
362
|
KeyBank National Association
Cleveland,
Ohio
|
$415K
|
+$140K
|
+2,332
|
+54%
|
|
|
363
|
Optimal Asset Management
Los Altos,
California
|
$414K
|
-$2.59K
|
-43
|
-0.6%
|
|
|
364
|
Wealthfront Advisers
Palo Alto,
California
|
$391K
|
+$375K
|
+6,226
|
New
|
|
|
365
|
Regal Wealth Group
Seal Beach,
California
|
$390K
|
+$482
|
+8
|
+0.1%
|
|
|
366
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$389K
|
+$373K
|
+6,196
|
New
|
|
|
367
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$388K
|
-$24.8K
|
-412
|
-6%
|
|
|
368
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$381K
|
-$6.02K
|
-100
|
-2%
|
|
|
369
|
Voya Financial Advisors
Windsor,
Connecticut
|
$377K
|
+$368K
|
+6,117
|
New
|
|
|
370
|
Capitolis Advisors
New York
|
$374K
|
+$358K
|
+5,947
|
New
|
|
|
371
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$368K
|
–
|
–
|
–
|
|
|
372
|
Capital Bank & Trust
Irvine,
California
|
$365K
|
-$4.92M
|
-81,646
|
-93%
|
|
|
373
|
Engineers Gate Manager
New York
|
$362K
|
+$108K
|
+1,790
|
+45%
|
|
|
374
|
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
$357K
|
+$114K
|
+1,900
|
+50%
|
|
|
375
|
Estabrook Capital Management
New York
|
$355K
|
–
|
–
|
–
|
|
