|
101
|
Valence8 US
Cambridge,
Massachusetts
|
$3.04M
|
+$2.81M
|
+98,161
|
New
|
|
|
102
|
Waverly Advisors
Birmingham,
Alabama
|
$3.01M
|
+$2.78M
|
+97,125
|
New
|
|
|
103
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.78M
|
+$560K
|
+19,554
|
+27%
|
|
|
104
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$2.7M
|
+$293K
|
+10,250
|
+13%
|
|
|
105
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$2.56M
|
-$23.7K
|
-829
|
-1%
|
|
|
106
|
Michelson Medical Research Foundation
Los Angeles,
California
|
$2.52M
|
–
|
–
|
–
|
|
|
107
|
Bank of New York Mellon
New York
|
$2.47M
|
+$2.28M
|
+79,592
|
New
|
|
|
108
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$2.4M
|
+$839K
|
+29,310
|
+61%
|
|
|
109
|
Insigneo Advisory Services
Miami,
Florida
|
$2.35M
|
+$613K
|
+21,411
|
+39%
|
|
|
110
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.3M
|
+$745K
|
+26,006
|
+54%
|
|
|
111
|
Connective Portfolio Management
New York
|
$2.17M
|
–
|
–
|
–
|
|
|
112
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$2.15M
|
+$544K
|
+19,015
|
+38%
|
|
|
113
|
Private Advisor Group
Morristown,
New Jersey
|
$2.09M
|
-$551K
|
-19,262
|
-22%
|
|
|
114
|
Summit Securities Group
New York
|
$2.08M
|
–
|
–
|
–
|
|
|
115
|
Prelude Capital Management
New York
|
$2.03M
|
+$232K
|
+8,114
|
+14%
|
|
|
116
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$1.98M
|
+$893K
|
+31,200
|
+96%
|
|
|
117
|
Cobblestone Asset Management
Richmond,
Virginia
|
$1.96M
|
-$32.6K
|
-1,138
|
-2%
|
|
|
118
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.95M
|
+$185K
|
+6,472
|
+11%
|
|
|
119
|
|
$1.95M
|
+$83.2K
|
+2,905
|
+5%
|
|
|
120
|
HSBC Holdings
London,
United Kingdom
|
$1.89M
|
-$3.5M
|
-122,225
|
-67%
|
|
|
121
|
Abbington Investment Group
Westport,
Connecticut
|
$1.81M
|
+$1.67M
|
+58,239
|
New
|
|
|
122
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.81M
|
-$836K
|
-29,208
|
-33%
|
|
|
123
|
Capital Markets Trading (UK)
London,
United Kingdom
|
$1.77M
|
-$1.98M
|
-69,213
|
-55%
|
|
|
124
|
Country Club Bank
Kansas City,
Missouri
|
$1.7M
|
–
|
–
|
–
|
|
|
125
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.67M
|
+$32.3K
|
+1,128
|
+2%
|
|
