|
501
|
Arden Trust
Wilmington,
Delaware
|
$200K
|
+$195K
|
+3,486
|
New
|
|
|
502
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$198K
|
–
|
–
|
–
|
|
|
503
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$196K
|
–
|
–
|
–
|
|
|
504
|
Whittier Trust
South Pasadena,
California
|
$189K
|
–
|
–
|
–
|
|
|
505
|
Wealthfront
Palo Alto,
California
|
$178K
|
+$81.5K
|
+1,460
|
+89%
|
|
|
506
|
First Horizon Advisors
Memphis,
Tennessee
|
$169K
|
–
|
–
|
–
|
|
|
507
|
SRB Corp
Boston,
Massachusetts
|
$167K
|
+$17.7K
|
+317
|
+12%
|
|
|
508
|
Sandy Spring Bank
Olney,
Maryland
|
$157K
|
–
|
–
|
–
|
|
|
509
|
D.A. Davidson & Co
Great Falls,
Montana
|
$154K
|
+$75.8K
|
+1,358
|
+102%
|
|
|
510
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$149K
|
–
|
–
|
–
|
|
|
511
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$145K
|
-$5.58K
|
-100
|
-4%
|
|
|
512
|
Allworth Financial
Folsom,
California
|
$138K
|
+$134K
|
+2,400
|
New
|
|
|
513
|
First City Capital Management
Savannah,
Georgia
|
$128K
|
–
|
–
|
–
|
|
|
514
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$126K
|
+$123K
|
+2,200
|
New
|
|
|
515
|
Natixis Investment Managers International
Paris,
France
|
$119K
|
+$70.5K
|
+1,262
|
+157%
|
|
|
516
|
MSI Financial Services
Springfield,
Massachusetts
|
$116K
|
+$24.4K
|
+436
|
+28%
|
|
|
517
|
Assured Investment Management
New York
|
$116K
|
+$112K
|
+2,014
|
New
|
|
|
518
|
Guardian Investor Services
New York
|
$102K
|
-$1.73K
|
-31
|
-2%
|
|
|
519
|
New York Life Trust
New York
|
$92K
|
-$42K
|
-752
|
-32%
|
|
|
520
|
Tompkins Financial
Ithaca,
New York
|
$76K
|
–
|
–
|
–
|
|
|
521
|
Highlander Capital Management
Short Hills,
New Jersey
|
$69K
|
–
|
–
|
–
|
|
|
522
|
Karp Capital Management
Sausalito,
California
|
$69K
|
–
|
–
|
–
|
|
|
523
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$69K
|
–
|
–
|
–
|
|
|
524
|
AllSquare Wealth Management
Albany,
New York
|
$67K
|
–
|
–
|
–
|
|
|
525
|
Guardian Life Insurance
New York
|
$64K
|
-$20.3K
|
-363
|
-24%
|
|
