|
351
|
Diversified
Wilmington,
Delaware
|
$746K
|
–
|
–
|
–
|
|
|
352
|
Raymond James Trust
St. Petersburg,
Florida
|
$746K
|
+$808K
|
+8,739
|
New
|
|
|
353
|
Index Fund Advisors
Irvine,
California
|
$740K
|
-$13.1K
|
-142
|
-2%
|
|
|
354
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$732K
|
-$832
|
-9
|
-0.1%
|
|
|
355
|
Perigon Wealth Management
San Francisco,
California
|
$712K
|
-$201K
|
-2,173
|
-21%
|
|
|
356
|
Essex Financial Services
Essex,
Connecticut
|
$709K
|
-$46K
|
-497
|
-6%
|
|
|
357
|
InterOcean Capital Group
Nashville,
Tennessee
|
$704K
|
+$185
|
+2
|
+0%
|
|
|
358
|
Evercore Wealth Management
New York
|
$698K
|
–
|
–
|
–
|
|
|
359
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$692K
|
+$30.7K
|
+332
|
+4%
|
|
|
360
|
Y-Intercept (HK)
Hong Kong
|
$692K
|
+$750K
|
+8,110
|
New
|
|
|
361
|
|
$686K
|
–
|
–
|
–
|
|
|
362
|
Pathstone Family Office
Englewood,
New Jersey
|
$685K
|
+$55.6K
|
+601
|
+8%
|
|
|
363
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$682K
|
-$853K
|
-9,228
|
-54%
|
|
|
364
|
Valmark Advisers
Akron,
Ohio
|
$682K
|
-$95.9K
|
-1,037
|
-11%
|
|
|
365
|
Wintrust Investments
Chicago,
Illinois
|
$678K
|
-$75.4K
|
-815
|
-9%
|
|
|
366
|
Smith, Moore & Co
Clayton,
Missouri
|
$673K
|
–
|
–
|
–
|
|
|
367
|
ADE LLC
Baltimore,
Maryland
|
$671K
|
+$21.3K
|
+230
|
+3%
|
|
|
368
|
Coldstream Capital Management
Bellevue,
Washington
|
$666K
|
-$25.1K
|
-272
|
-3%
|
|
|
369
|
Donor Advised Charitable Giving
San Francisco,
California
|
$663K
|
+$2.68K
|
+29
|
+0.4%
|
|
|
370
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$663K
|
+$66.8K
|
+723
|
+10%
|
|
|
371
|
Ratio Wealth Group
Denver,
Colorado
|
$663K
|
+$718K
|
+7,767
|
New
|
|
|
372
|
Redmond Asset Management
Henrico,
Virginia
|
$660K
|
+$122K
|
+1,316
|
+20%
|
|
|
373
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$658K
|
-$51.1K
|
-553
|
-7%
|
|
|
374
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$651K
|
+$354K
|
+3,827
|
+101%
|
|
|
375
|
Rothschild Investment LLC
Chicago,
Illinois
|
$649K
|
–
|
–
|
–
|
|
