|
351
|
Whittier Trust
South Pasadena,
California
|
$230K
|
+$2.4K
|
+225
|
+0.5%
|
|
|
352
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$229K
|
+$89.5K
|
+8,402
|
+20%
|
|
|
353
|
Samalin Investment Counsel
Chappaqua,
New York
|
$228K
|
-$27.8K
|
-2,608
|
-5%
|
|
|
354
|
Private Trust Company
Cleveland,
Ohio
|
$227K
|
+$18.1K
|
+1,700
|
+4%
|
|
|
355
|
Regions Financial Corp
Birmingham,
Alabama
|
$226K
|
-$557K
|
-52,272
|
-52%
|
|
|
356
|
CPWM LLC
Seattle,
Washington
|
$226K
|
-$26.9K
|
-2,528
|
-5%
|
|
|
357
|
Avidian Wealth Enterprises
Houston,
Texas
|
$226K
|
+$188K
|
+17,667
|
+56%
|
|
|
358
|
Checchi Capital Advisers
Beverly Hills,
California
|
$224K
|
–
|
–
|
–
|
|
|
359
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$223K
|
+$108K
|
+10,100
|
+26%
|
|
|
360
|
Surevest
Los Angeles,
California
|
$221K
|
–
|
–
|
–
|
|
|
361
|
Tower Research Capital (TRC)
New York
|
$220K
|
+$501K
|
+47,014
|
+5,224%
|
|
|
362
|
Edge Wealth Management
New York
|
$217K
|
-$360K
|
-33,782
|
-41%
|
|
|
363
|
Whetstone Capital Advisors
Shawnee Mission,
Kansas
|
$215K
|
-$32.4M
|
-3,044,466
|
-98%
|
|
|
364
|
Davidson Trust Company
Seattle,
Washington
|
$214K
|
+$497K
|
+46,654
|
New
|
|
|
365
|
E&G Advisors
Houston,
Texas
|
$212K
|
-$171K
|
-16,040
|
-26%
|
|
|
366
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$208K
|
+$88.2K
|
+8,276
|
+22%
|
|
|
367
|
Somerset Group
Wayzata,
Minnesota
|
$207K
|
–
|
–
|
–
|
|
|
368
|
Avior Wealth Management
Omaha,
Nebraska
|
$206K
|
–
|
–
|
–
|
|
|
369
|
Western Wealth Management
Golden,
Colorado
|
$205K
|
+$115K
|
+10,824
|
+32%
|
|
|
370
|
Groesbeck Investment Management
Paramus,
New Jersey
|
$201K
|
-$130K
|
-12,176
|
-22%
|
|
|
371
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$200K
|
-$115K
|
-10,830
|
-20%
|
|
|
372
|
UMB Bank
Kansas City,
Missouri
|
$198K
|
-$495K
|
-46,447
|
-52%
|
|
|
373
|
Sonora Investment Management
Tucson,
Arizona
|
$198K
|
+$8.74K
|
+820
|
+2%
|
|
|
374
|
Diversified Trust
Memphis,
Tennessee
|
$197K
|
-$227K
|
-21,302
|
-33%
|
|
|
375
|
Ferris Capital
Marlborough,
Massachusetts
|
$197K
|
–
|
–
|
–
|
|
