|
301
|
Grassi Investment Management
Santa Clara,
California
|
$207K
|
–
|
–
|
–
|
|
|
302
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$207K
|
–
|
–
|
–
|
|
|
303
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$207K
|
+$10.2K
|
+228
|
+5%
|
|
|
304
|
Voya Financial Advisors
Windsor,
Connecticut
|
$206K
|
+$11K
|
+244
|
+5%
|
|
|
305
|
Icon Wealth Partners
Houston,
Texas
|
$202K
|
+$67K
|
+1,492
|
+45%
|
|
|
306
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$198K
|
+$5.12K
|
+114
|
+2%
|
|
|
307
|
Advisor Group
Phoenix,
Arizona
|
$191K
|
+$2.33K
|
+52
|
+1%
|
|
|
308
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$180K
|
+$128K
|
+2,858
|
+191%
|
|
|
309
|
First Personal Financial Services
Charlotte,
North Carolina
|
$176K
|
-$34.1K
|
-760
|
-15%
|
|
|
310
|
MHI Funds
Woodstock,
New York
|
$176K
|
–
|
–
|
–
|
|
|
311
|
SignatureFD
Atlanta,
Georgia
|
$175K
|
+$190K
|
+4,233
|
New
|
|
|
312
|
Exane Derivatives
Paris,
France
|
$163K
|
–
|
–
|
–
|
|
|
313
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$162K
|
–
|
–
|
–
|
|
|
314
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$141K
|
–
|
–
|
–
|
|
|
315
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$136K
|
-$264K
|
-5,890
|
-64%
|
|
|
316
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$130K
|
–
|
–
|
–
|
|
|
317
|
Simplex Trading
Chicago,
Illinois
|
$126K
|
+$138K
|
+3,070
|
New
|
|
|
318
|
IFP Advisors
Tampa,
Florida
|
$124K
|
–
|
–
|
–
|
|
|
319
|
Lazard Asset Management
New York
|
$124K
|
+$1.03K
|
+23
|
+0.8%
|
|
|
320
|
Anchor Investment Management
Columbia,
South Carolina
|
$124K
|
–
|
–
|
–
|
|
|
321
|
Brown Brothers Harriman & Co
New York
|
$112K
|
–
|
–
|
–
|
|
|
322
|
Elkfork Partners
Portland,
Oregon
|
$110K
|
–
|
–
|
–
|
|
|
323
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$101K
|
-$1.62K
|
-36
|
-1%
|
|
|
324
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$91K
|
+$97.4K
|
+2,169
|
+2,332%
|
|
|
325
|
Glen Harbor Capital Management
San Diego,
California
|
$90K
|
–
|
–
|
–
|
|
