|
201
|
Merk Investments
Menlo Park,
California
|
$404K
|
–
|
–
|
–
|
|
|
202
|
Fiduciary Trust
Boston,
Massachusetts
|
$404K
|
+$410K
|
+4,505
|
New
|
|
|
203
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$390K
|
+$111K
|
+1,223
|
+39%
|
|
|
204
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$390K
|
+$396K
|
+4,351
|
New
|
|
|
205
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$384K
|
-$108K
|
-1,184
|
-22%
|
|
|
206
|
Magnus Financial Group
New York
|
$380K
|
+$79.1K
|
+870
|
+26%
|
|
|
207
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$377K
|
+$255K
|
+2,802
|
+200%
|
|
|
208
|
BBVA USA Bancshares
Houston,
Texas
|
$368K
|
-$98K
|
-1,078
|
-21%
|
|
|
209
|
GSB Wealth Management
Guilford,
Connecticut
|
$366K
|
+$370K
|
+4,075
|
New
|
|
|
210
|
Global Retirement Partners
San Rafael,
California
|
$362K
|
-$142K
|
-1,567
|
-28%
|
|
|
211
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$353K
|
+$358K
|
+3,939
|
New
|
|
|
212
|
Vontobel Holding
Zurich,
Switzerland
|
$353K
|
+$358K
|
+3,939
|
New
|
|
|
213
|
Creative Planning
Overland Park,
Kansas
|
$330K
|
+$21.4K
|
+235
|
+7%
|
|
|
214
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$314K
|
-$84.1K
|
-925
|
-21%
|
|
|
215
|
Perigon Wealth Management
San Francisco,
California
|
$287K
|
+$183K
|
+2,014
|
+169%
|
|
|
216
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$283K
|
+$281K
|
+3,088
|
New
|
|
|
217
|
Wealthspire Advisors (New York)
New York
|
$281K
|
+$7.46K
|
+82
|
+3%
|
|
|
218
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$276K
|
+$265K
|
+2,911
|
+1,808%
|
|
|
219
|
Y-Intercept (HK)
Hong Kong
|
$271K
|
+$278K
|
+3,058
|
New
|
|
|
220
|
Trek Financial
Scottsdale,
Arizona
|
$262K
|
-$1.02M
|
-11,261
|
-79%
|
|
|
221
|
Kalos Management
Alpharetta,
Georgia
|
$255K
|
-$77K
|
-847
|
-23%
|
|
|
222
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$252K
|
–
|
–
|
–
|
|
|
223
|
WhitTier Trust Company
Reno,
Nevada
|
$252K
|
+$256K
|
+2,813
|
New
|
|
|
224
|
Windham Capital Management
Boston,
Massachusetts
|
$242K
|
–
|
–
|
–
|
|
|
225
|
GW&K Investment Management
Boston,
Massachusetts
|
$241K
|
+$1.09K
|
+12
|
+0.4%
|
|
