|
101
|
Montecito Bank & Trust
Santa Barbara,
California
|
$504K
|
+$500K
|
+8,490
|
New
|
|
|
102
|
Corient Private Wealth
Miami,
Florida
|
$501K
|
+$104K
|
+1,770
|
+27%
|
|
|
103
|
Huntington National Bank
Columbus,
Ohio
|
$498K
|
–
|
–
|
–
|
|
|
104
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$495K
|
-$13.3K
|
-225
|
-3%
|
|
|
105
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$492K
|
–
|
–
|
–
|
|
|
106
|
Magnus Financial Group
New York
|
$461K
|
+$68K
|
+1,154
|
+17%
|
|
|
107
|
&Partners
Nashville,
Tennessee
|
$458K
|
+$86.7K
|
+1,471
|
+24%
|
|
|
108
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$456K
|
–
|
–
|
–
|
|
|
109
|
CX Institutional
Auburn,
Indiana
|
$443K
|
+$350K
|
+5,937
|
+389%
|
|
|
110
|
Samalin Investment Counsel
Chappaqua,
New York
|
$441K
|
+$2.24K
|
+38
|
+0.5%
|
|
|
111
|
Objective Capital Management
Pepper Pike,
Ohio
|
$434K
|
–
|
–
|
–
|
|
|
112
|
XTX Topco
George Town,
Cayman Islands
|
$433K
|
-$108K
|
-1,830
|
-20%
|
|
|
113
|
Brown Brothers Harriman & Co
New York
|
$428K
|
–
|
–
|
–
|
|
|
114
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$418K
|
+$159K
|
+2,693
|
+62%
|
|
|
115
|
Atria Investments
Charlotte,
North Carolina
|
$418K
|
+$61.8K
|
+1,049
|
+18%
|
|
|
116
|
Bank of New York Mellon
New York
|
$408K
|
-$9.75M
|
-165,399
|
-96%
|
|
|
117
|
Meitav Investment House
Bene-Beraq,
Israel
|
$401K
|
–
|
–
|
–
|
|
|
118
|
Y-Intercept (HK)
Hong Kong
|
$399K
|
-$265K
|
-4,495
|
-40%
|
|
|
119
|
Rockefeller Capital Management
New York
|
$398K
|
+$395K
|
+6,703
|
New
|
|
|
120
|
Farther Finance Advisors
San Francisco,
California
|
$396K
|
+$188K
|
+3,195
|
+92%
|
|
|
121
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$396K
|
-$433K
|
-7,344
|
-52%
|
|
|
122
|
Formidable Asset Management
Cincinnati,
Ohio
|
$390K
|
–
|
–
|
–
|
|
|
123
|
Wealthfront Advisers
Palo Alto,
California
|
$389K
|
-$3.54K
|
-60
|
-0.9%
|
|
|
124
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$386K
|
-$2K
|
-34
|
-0.5%
|
|
|
125
|
Snowden Capital Advisors
New York
|
$377K
|
–
|
–
|
–
|
|
