|
301
|
New England Asset Management
Farmington,
Connecticut
|
$105K
|
-$850K
|
-35,400
|
-90%
|
|
|
302
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$103K
|
+$89.6K
|
+3,734
|
New
|
|
|
303
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$100K
|
+$7.2K
|
+300
|
+9%
|
|
|
304
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$97K
|
+$84K
|
+3,500
|
New
|
|
|
305
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$97K
|
+$84K
|
+3,500
|
New
|
|
|
306
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$79K
|
+$48K
|
+2,000
|
+231%
|
|
|
307
|
First Personal Financial Services
Charlotte,
North Carolina
|
$76K
|
–
|
–
|
–
|
|
|
308
|
Whittier Trust
South Pasadena,
California
|
$76K
|
+$36.1K
|
+1,504
|
+121%
|
|
|
309
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$70K
|
–
|
–
|
–
|
|
|
310
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$69K
|
+$15.8K
|
+658
|
+36%
|
|
|
311
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$67K
|
-$49.3K
|
-2,054
|
-46%
|
|
|
312
|
Brown Brothers Harriman & Co
New York
|
$67K
|
+$58.2K
|
+2,425
|
New
|
|
|
313
|
CapWealth Advisors
Franklin,
Tennessee
|
$65K
|
-$16.8K
|
-700
|
-23%
|
|
|
314
|
ArchPoint Investors
Coral Gables,
Florida
|
$62K
|
–
|
–
|
–
|
|
|
315
|
Schroder Investment Management Group
London,
United Kingdom
|
$61K
|
+$53.1K
|
+2,213
|
New
|
|
|
316
|
Exane Derivatives
Paris,
France
|
$55.5K
|
-$407K
|
-16,974
|
-89%
|
|
|
317
|
ClearBridge Investments
New York
|
$55K
|
–
|
–
|
–
|
|
|
318
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$47K
|
+$40.8K
|
+1,700
|
New
|
|
|
319
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$46K
|
-$154K
|
-6,405
|
-79%
|
|
|
320
|
Evercore Wealth Management
New York
|
$45K
|
-$888
|
-37
|
-2%
|
|
|
321
|
Tradewinds Capital Management
Bellingham,
Washington
|
$42K
|
–
|
–
|
–
|
|
|
322
|
Advisors Preferred
Rockville,
Maryland
|
$41K
|
+$3K
|
+125
|
+9%
|
|
|
323
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$39K
|
–
|
–
|
–
|
|
|
324
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$39K
|
+$3.46K
|
+144
|
+12%
|
|
|
325
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$36K
|
–
|
–
|
–
|
|
