|
501
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$126K
|
–
|
–
|
–
|
|
|
502
|
Waverly Advisors
Birmingham,
Alabama
|
$122K
|
-$113K
|
-1,700
|
-50%
|
|
|
503
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$115K
|
+$4.5K
|
+68
|
+4%
|
|
|
504
|
High Point Bank & Trust
High Point,
North Carolina
|
$114K
|
–
|
–
|
–
|
|
|
505
|
Harding Loevner
Bridgewater,
New Jersey
|
$114K
|
+$106K
|
+1,600
|
New
|
|
|
506
|
Shinko Asset Management Company
Tokyo,
Japan
|
$103K
|
-$9.67K
|
-146
|
-9%
|
|
|
507
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$102K
|
-$10.6K
|
-160
|
-10%
|
|
|
508
|
Strategic Capital Group
Gig Harbor,
Washington
|
$96K
|
+$89.1K
|
+1,346
|
New
|
|
|
509
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$92K
|
+$86.1K
|
+1,300
|
New
|
|
|
510
|
Tocqueville Asset Management
New York
|
$85K
|
-$3.05K
|
-46
|
-4%
|
|
|
511
|
Envestnet Asset Management
Chicago,
Illinois
|
$84K
|
-$150K
|
-2,268
|
-66%
|
|
|
512
|
Wealthfront
Palo Alto,
California
|
$78K
|
+$73.4K
|
+1,109
|
New
|
|
|
513
|
Advisory Research
Chicago,
Illinois
|
$71K
|
+$66.5K
|
+1,004
|
New
|
|
|
514
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$69K
|
–
|
–
|
–
|
|
|
515
|
Optimum Investment Advisors
Chicago,
Illinois
|
$64K
|
–
|
–
|
–
|
|
|
516
|
North Star Investment Management
Chicago,
Illinois
|
$64K
|
+$59.6K
|
+900
|
New
|
|
|
517
|
Evercore Wealth Management
New York
|
$60K
|
–
|
–
|
–
|
|
|
518
|
Archford Capital Strategies
Swansea,
Illinois
|
$55.9K
|
+$52.1K
|
+787
|
New
|
|
|
519
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
$50K
|
-$33.1K
|
-500
|
-42%
|
|
|
520
|
SpiderRock Trading
Chicago,
Illinois
|
$48K
|
–
|
–
|
–
|
|
|
521
|
|
$46K
|
-$104K
|
-1,569
|
-71%
|
|
|
522
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$43K
|
–
|
–
|
–
|
|
|
523
|
Index Management Solutions
Philadelphia,
Pennsylvania
|
$40K
|
-$13K
|
-196
|
-26%
|
|
|
524
|
Bessemer Group
Woodbridge,
New Jersey
|
$38K
|
-$9.93K
|
-150
|
-22%
|
|
|
525
|
First Financial Corp
Terre Haute,
Indiana
|
$38K
|
–
|
–
|
–
|
|
