|
501
|
TDAM USA
Toronto,
Ontario, Canada
|
$201K
|
+$194K
|
+1,301
|
New
|
|
|
502
|
Whittier Trust
South Pasadena,
California
|
$173K
|
-$47.7K
|
-320
|
-22%
|
|
|
503
|
Index Management Solutions
Philadelphia,
Pennsylvania
|
$172K
|
+$112K
|
+751
|
+208%
|
|
|
504
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$171K
|
–
|
–
|
–
|
|
|
505
|
Saturna Capital
Bellingham,
Washington
|
$168K
|
–
|
–
|
–
|
|
|
506
|
Stifel Trust
St. Louis,
Missouri
|
$165K
|
–
|
–
|
–
|
|
|
507
|
Delta Asset Management
Memphis,
Tennessee
|
$156K
|
–
|
–
|
–
|
|
|
508
|
Wealthfront
Palo Alto,
California
|
$131K
|
+$126K
|
+847
|
New
|
|
|
509
|
Private Trust Company
Cleveland,
Ohio
|
$123K
|
+$29.8K
|
+200
|
+33%
|
|
|
510
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$118K
|
+$5.81K
|
+39
|
+5%
|
|
|
511
|
Bartlett & Co
Cincinnati,
Ohio
|
$102K
|
–
|
–
|
–
|
|
|
512
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$94K
|
–
|
–
|
–
|
|
|
513
|
Holt Capital Partners
Fort Worth,
Texas
|
$83K
|
–
|
–
|
–
|
|
|
514
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$82K
|
–
|
–
|
–
|
|
|
515
|
Reilly Financial Advisors
La Mesa,
California
|
$78K
|
+$298
|
+2
|
+0.4%
|
|
|
516
|
Security National Trust
Wheeling,
West Virginia
|
$76K
|
–
|
–
|
–
|
|
|
517
|
LifePlan Financial Group
Dayton,
Ohio
|
$72K
|
–
|
–
|
–
|
|
|
518
|
Tocqueville Asset Management
New York
|
$70K
|
–
|
–
|
–
|
|
|
519
|
Advisory Research
Chicago,
Illinois
|
$70K
|
+$67.6K
|
+454
|
New
|
|
|
520
|
Washington Trust Bank
Spokane,
Washington
|
$70K
|
+$67.6K
|
+454
|
New
|
|
|
521
|
Financial Management Professionals
Austin,
Texas
|
$68K
|
-$7.45K
|
-50
|
-10%
|
|
|
522
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$68K
|
–
|
–
|
–
|
|
|
523
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$67K
|
-$61.7K
|
-414
|
-49%
|
|
|
524
|
Highlander Capital Management
Short Hills,
New Jersey
|
$64.8K
|
–
|
–
|
–
|
|
|
525
|
Avior Wealth Management
Omaha,
Nebraska
|
$62K
|
+$59.6K
|
+400
|
New
|
|
