|
551
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$239K
|
+$251K
|
+33
|
New
|
|
|
552
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$232K
|
–
|
–
|
–
|
|
|
553
|
Ballentine Partners
Waltham,
Massachusetts
|
$232K
|
+$15.2K
|
+2
|
+7%
|
|
|
554
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$232K
|
+$243K
|
+32
|
New
|
|
|
555
|
Jones Financial Companies
Des Peres,
Missouri
|
$230K
|
+$68.4K
|
+9
|
+39%
|
|
|
556
|
Coldstream Capital Management
Bellevue,
Washington
|
$225K
|
+$7.61K
|
+1
|
+3%
|
|
|
557
|
Prudential plc
London, England,
United Kingdom
|
$225K
|
–
|
–
|
–
|
|
|
558
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$225K
|
+$15.2K
|
+2
|
+7%
|
|
|
559
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$225K
|
+$83.7K
|
+11
|
+55%
|
|
|
560
|
Alapocas Investment Partners
Beverly,
Massachusetts
|
$224K
|
–
|
–
|
–
|
|
|
561
|
Drive Wealth Management
Lehi,
Utah
|
$221K
|
-$7.61K
|
-1
|
-3%
|
|
|
562
|
D'Orazio & Associates
Falls Church,
Virginia
|
$217K
|
–
|
–
|
–
|
|
|
563
|
Penobscot Investment Management
Boston,
Massachusetts
|
$217K
|
–
|
–
|
–
|
|
|
564
|
Lindbrook Capital
Calabasas,
California
|
$217K
|
+$68.4K
|
+9
|
+43%
|
|
|
565
|
Susquehanna Portfolio Strategies
Bala Cynwyd,
Pennsylvania
|
$217K
|
+$228K
|
+30
|
New
|
|
|
566
|
MONECO Advisors
Fairfield,
Connecticut
|
$210K
|
-$7.61K
|
-1
|
-3%
|
|
|
567
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$210K
|
–
|
–
|
–
|
|
|
568
|
Evercore Wealth Management
New York
|
$210K
|
–
|
–
|
–
|
|
|
569
|
SVB Wealth
Boston,
Massachusetts
|
$210K
|
–
|
–
|
–
|
|
|
570
|
Tikehau Investment Management
Paris,
France
|
$210K
|
+$221K
|
+29
|
New
|
|
|
571
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$203K
|
-$213K
|
-28
|
Closed
|
|
|
572
|
Cigna Investments
Bloomfield,
Connecticut
|
$203K
|
-$15.2K
|
-2
|
-7%
|
|
|
573
|
Beacon Pointe Advisors
Newport Beach,
California
|
$203K
|
-$1.48M
|
-195
|
-87%
|
|
|
574
|
Arcus Capital Partners
Atlanta,
Georgia
|
$203K
|
–
|
–
|
–
|
|
|
575
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$203K
|
–
|
–
|
–
|
|
