|
601
|
CX Institutional
Auburn,
Indiana
|
$213K
|
+$194K
|
+1,478
|
New
|
|
|
602
|
Trust Asset Management
Houston,
Texas
|
$212K
|
+$193K
|
+1,475
|
New
|
|
|
603
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$211K
|
+$193K
|
+1,468
|
New
|
|
|
604
|
Scientech Research LLC
Jersey City,
New Jersey
|
$209K
|
-$1.57M
|
-11,967
|
-89%
|
|
|
605
|
Matrix Trust Company
Denver,
Colorado
|
$209K
|
+$142K
|
+1,081
|
+291%
|
|
|
606
|
&Partners
Nashville,
Tennessee
|
$207K
|
+$181K
|
+1,383
|
New
|
|
|
607
|
Simmons Bank
Pine Bluff,
Arkansas
|
$207K
|
+$189K
|
+1,440
|
New
|
|
|
608
|
Breed's Hill Capital
Charlestown,
Massachusetts
|
$201K
|
+$184K
|
+1,400
|
New
|
|
|
609
|
Baker Avenue Asset Management
San Francisco,
California
|
$201K
|
+$183K
|
+1,397
|
New
|
|
|
610
|
Perigon Wealth Management
San Francisco,
California
|
$201K
|
+$163K
|
+1,242
|
New
|
|
|
611
|
Chesley Taft & Associates
Chicago,
Illinois
|
$201K
|
+$183K
|
+1,395
|
New
|
|
|
612
|
Mather Group
Chicago,
Illinois
|
$189K
|
-$44.5K
|
-339
|
-20%
|
|
|
613
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$178K
|
–
|
–
|
–
|
|
|
614
|
Jones Financial Companies
Des Peres,
Missouri
|
$175K
|
+$69.5K
|
+530
|
+77%
|
|
|
615
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$158K
|
–
|
–
|
–
|
|
|
616
|
|
$150K
|
-$59.5K
|
-454
|
-30%
|
|
|
617
|
Global Retirement Partners
San Rafael,
California
|
$147K
|
+$68.9K
|
+525
|
+105%
|
|
|
618
|
Creekmur Asset Management
Morton,
Illinois
|
$135K
|
-$7.74K
|
-59
|
-6%
|
|
|
619
|
Shell Asset Management
The Hague,
Netherlands
|
$134K
|
+$122K
|
+929
|
New
|
|
|
620
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$130K
|
-$2.49K
|
-19
|
-2%
|
|
|
621
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$130K
|
–
|
–
|
–
|
|
|
622
|
Center for Financial Planning
Southfied,
Michigan
|
$120K
|
–
|
–
|
–
|
|
|
623
|
Field & Main Bank
Henderson,
Kentucky
|
$120K
|
–
|
–
|
–
|
|
|
624
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$118K
|
–
|
–
|
–
|
|
|
625
|
Venturi Wealth Management
Austin,
Texas
|
$117K
|
-$12.1K
|
-92
|
-10%
|
|
