|
201
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$340K
|
+$14.9K
|
+270
|
+5%
|
|
|
202
|
Chemical Bank
Detroit,
Michigan
|
$337K
|
+$65.6K
|
+1,190
|
+24%
|
|
|
203
|
First National Bank of Omaha
Omaha,
Nebraska
|
$335K
|
–
|
–
|
–
|
|
|
204
|
Tortoise Investment Management
White Plains,
New York
|
$332K
|
-$2.1K
|
-38
|
-0.6%
|
|
|
205
|
Arete Wealth Advisors
Chicago,
Illinois
|
$322K
|
–
|
–
|
–
|
|
|
206
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$322K
|
+$35.5K
|
+644
|
+12%
|
|
|
207
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$310K
|
+$55.1K
|
+1,000
|
+22%
|
|
|
208
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$304K
|
-$17.5K
|
-318
|
-6%
|
|
|
209
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$296K
|
+$34.2K
|
+620
|
+13%
|
|
|
210
|
Creative Planning
Overland Park,
Kansas
|
$286K
|
+$152K
|
+2,762
|
+115%
|
|
|
211
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$277K
|
+$48.6K
|
+882
|
+21%
|
|
|
212
|
Evanson Asset Management
Carmel,
California
|
$268K
|
–
|
–
|
–
|
|
|
213
|
Welch & Forbes
Boston,
Massachusetts
|
$260K
|
–
|
–
|
–
|
|
|
214
|
Raymond James Trust
St. Petersburg,
Florida
|
$250K
|
+$21.1K
|
+382
|
+9%
|
|
|
215
|
TDAM USA
Toronto,
Ontario, Canada
|
$249K
|
+$248K
|
+4,500
|
New
|
|
|
216
|
Saba Capital Management
New York
|
$248K
|
-$598K
|
-10,854
|
-71%
|
|
|
217
|
Regions Financial Corp
Birmingham,
Alabama
|
$218K
|
–
|
–
|
–
|
|
|
218
|
AllSquare Wealth Management
Albany,
New York
|
$216K
|
–
|
–
|
–
|
|
|
219
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$216K
|
+$215K
|
+3,904
|
New
|
|
|
220
|
Fidelity Investments
Boston,
Massachusetts
|
$202K
|
-$103M
|
-1,872,616
|
-100%
|
|
|
221
|
EFG Asset Management (Americas)
Miami,
Florida
|
$177K
|
-$742K
|
-13,460
|
-81%
|
|
|
222
|
Reilly Financial Advisors
La Mesa,
California
|
$170K
|
-$3.86K
|
-70
|
-2%
|
|
|
223
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$136K
|
+$45.2K
|
+820
|
+50%
|
|
|
224
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$127K
|
+$127K
|
+2,300
|
New
|
|
|
225
|
Thomasville National Bank
Thomasville,
Georgia
|
$120K
|
+$119K
|
+2,160
|
New
|
|
