|
201
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$292K
|
–
|
–
|
–
|
|
|
202
|
Osborne Partners Capital Management
San Francisco,
California
|
$288K
|
-$51.8K
|
-1,740
|
-16%
|
|
|
203
|
J. Safra Asset Management
New York
|
$281K
|
–
|
–
|
–
|
|
|
204
|
Keel Point
Huntsville,
Alabama
|
$279K
|
–
|
–
|
–
|
|
|
205
|
Choreo LLC
Rockford,
Illinois
|
$272K
|
+$249K
|
+8,375
|
New
|
|
|
206
|
Leavell Investment Management
Mobile,
Alabama
|
$260K
|
+$10.8K
|
+363
|
+5%
|
|
|
207
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$235K
|
+$216K
|
+7,250
|
New
|
|
|
208
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$228K
|
+$209K
|
+7,018
|
New
|
|
|
209
|
Harbor Advisors
West Palm Beach,
Florida
|
$227K
|
+$208K
|
+7,000
|
New
|
|
|
210
|
TrinityPoint Wealth
Milford,
Connecticut
|
$217K
|
+$199K
|
+6,700
|
New
|
|
|
211
|
Newfoundland Capital Management
Sao Paulo,
Brazil
|
$195K
|
-$56.5K
|
-1,900
|
-24%
|
|
|
212
|
Castleview Partners
Dallas,
Texas
|
$195K
|
+$179K
|
+6,000
|
New
|
|
|
213
|
Summit Securities Group
New York
|
$172K
|
+$158K
|
+5,300
|
New
|
|
|
214
|
|
$167K
|
-$298K
|
-10,000
|
-66%
|
|
|
215
|
Fidelity Investments
Boston,
Massachusetts
|
$157K
|
+$3.48K
|
+117
|
+2%
|
|
|
216
|
AlphaCentric Advisors
San Juan,
Puerto Rico
|
$157K
|
+$144K
|
+4,836
|
New
|
|
|
217
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$157K
|
+$744
|
+25
|
+0.5%
|
|
|
218
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$134K
|
–
|
–
|
–
|
|
|
219
|
Solstein Capital
Menlo Park,
California
|
$126K
|
+$116K
|
+3,890
|
New
|
|
|
220
|
HWG Holdings
Houston,
Texas
|
$119K
|
+$109K
|
+3,664
|
New
|
|
|
221
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$114K
|
–
|
–
|
–
|
|
|
222
|
IFP Advisors
Tampa,
Florida
|
$110K
|
+$58.6K
|
+1,969
|
+138%
|
|
|
223
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$104K
|
+$95.2K
|
+3,200
|
New
|
|
|
224
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$90.8K
|
+$83.3K
|
+2,800
|
New
|
|
|
225
|
Global Retirement Partners
San Rafael,
California
|
$77.8K
|
–
|
–
|
–
|
|
