|
301
|
Pathstone Family Office
Englewood,
New Jersey
|
$36K
|
+$35.3K
|
+330
|
New
|
|
|
302
|
Financial Management Professionals
Austin,
Texas
|
$26K
|
–
|
–
|
–
|
|
|
303
|
Central Trust Company
Jefferson City,
Missouri
|
$22K
|
–
|
–
|
–
|
|
|
304
|
Evercore Wealth Management
New York
|
$22K
|
–
|
–
|
–
|
|
|
305
|
D.A. Davidson & Co
Great Falls,
Montana
|
$21K
|
–
|
–
|
–
|
|
|
306
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$15K
|
–
|
–
|
–
|
|
|
307
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$13K
|
–
|
–
|
–
|
|
|
308
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$13K
|
+$1.07K
|
+10
|
+9%
|
|
|
309
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12K
|
-$62.5K
|
-585
|
-85%
|
|
|
310
|
Private Trust Company
Cleveland,
Ohio
|
$12K
|
–
|
–
|
–
|
|
|
311
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$12K
|
+$10.3K
|
+96
|
+873%
|
|
|
312
|
Payden & Rygel
Los Angeles,
California
|
$11K
|
–
|
–
|
–
|
|
|
313
|
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
$11K
|
+$10.7K
|
+100
|
New
|
|
|
314
|
Summit Securities Group
New York
|
$11K
|
+$10.7K
|
+100
|
New
|
|
|
315
|
First Horizon Advisors
Memphis,
Tennessee
|
$10K
|
-$833K
|
-7,793
|
-99%
|
|
|
316
|
Financial Advantage
Columbia,
Maryland
|
$9K
|
–
|
–
|
–
|
|
|
317
|
Creative Planning
Overland Park,
Kansas
|
$7K
|
–
|
–
|
–
|
|
|
318
|
|
$6K
|
+$5.98K
|
+56
|
New
|
|
|
319
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$5.12K
|
+$5.02K
|
+47
|
New
|
|
|
320
|
Howe & Rusling
Rochester,
New York
|
$2K
|
-$534
|
-5
|
-23%
|
|
|
321
|
Elite Wealth Management
Kirkland,
Washington
|
$2K
|
+$1.71K
|
+16
|
New
|
|
|
322
|
Tarbox Family Office
Newport Beach,
California
|
$1K
|
+$855
|
+8
|
New
|
|
|
323
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$1K
|
+$1.39K
|
+13
|
New
|
|
|
324
|
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
–
|
-$12.4M
|
-118,720
|
Closed
|
|
|
325
|
Tributary Capital Management
Omaha,
Nebraska
|
–
|
-$3.62M
|
-34,513
|
Closed
|
|
