|
201
|
Carret Asset Management
New York
|
$203K
|
+$188K
|
+4,240
|
New
|
|
|
202
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$199K
|
–
|
–
|
–
|
|
|
203
|
Envestnet Asset Management
Chicago,
Illinois
|
$197K
|
-$18.1M
|
-406,625
|
-99%
|
|
|
204
|
Creative Planning
Overland Park,
Kansas
|
$197K
|
+$43.5K
|
+978
|
+31%
|
|
|
205
|
Dupont Capital Management
Wilmington,
Delaware
|
$185K
|
-$178K
|
-4,002
|
-51%
|
|
|
206
|
Brown Brothers Harriman & Co
New York
|
$182K
|
+$169K
|
+3,800
|
New
|
|
|
207
|
Gramercy Funds Management
Greenwich,
Connecticut
|
$172K
|
-$187K
|
-4,200
|
-54%
|
|
|
208
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$165K
|
+$153K
|
+3,438
|
New
|
|
|
209
|
WFG Advisors
Dallas,
Texas
|
$152K
|
+$41K
|
+922
|
+41%
|
|
|
210
|
ClearBridge Investments
New York
|
$150K
|
–
|
–
|
–
|
|
|
211
|
Evercore Wealth Management
New York
|
$146K
|
-$62.8K
|
-1,414
|
-32%
|
|
|
212
|
Integrated Wealth Counsel
Carmel,
California
|
$137K
|
+$24.2K
|
+545
|
+24%
|
|
|
213
|
WhitTier Trust Company
Reno,
Nevada
|
$126K
|
-$35.6K
|
-800
|
-23%
|
|
|
214
|
Central Trust Company
Jefferson City,
Missouri
|
$116K
|
-$18.9K
|
-425
|
-15%
|
|
|
215
|
Schroder Investment Management Group
London,
United Kingdom
|
$98.2K
|
+$91.1K
|
+2,050
|
New
|
|
|
216
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$96K
|
-$60K
|
-1,350
|
-40%
|
|
|
217
|
New England Securities
New York
|
$96K
|
+$35.6K
|
+802
|
+67%
|
|
|
218
|
People's United Financial
Bridgeport,
Connecticut
|
$84K
|
+$4.44K
|
+100
|
+6%
|
|
|
219
|
D.A. Davidson & Co
Great Falls,
Montana
|
$81K
|
+$30.8K
|
+694
|
+68%
|
|
|
220
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$80K
|
+$21.2K
|
+476
|
+40%
|
|
|
221
|
|
$75K
|
-$44.4K
|
-1,000
|
-39%
|
|
|
222
|
Rockefeller Financial Services
New York
|
$72K
|
–
|
–
|
–
|
|
|
223
|
Community Financial System
Syracuse,
New York
|
$68K
|
–
|
–
|
–
|
|
|
224
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$64K
|
-$29.9K
|
-673
|
-33%
|
|
|
225
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$64K
|
–
|
–
|
–
|
|
