|
101
|
Brown Brothers Harriman & Co
New York
|
$182K
|
–
|
–
|
–
|
|
|
102
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$129K
|
–
|
–
|
–
|
|
|
103
|
Private Trust Company
Cleveland,
Ohio
|
$125K
|
–
|
–
|
–
|
|
|
104
|
Evercore Wealth Management
New York
|
$122K
|
+$121K
|
+100
|
New
|
|
|
105
|
|
$121K
|
–
|
–
|
–
|
|
|
106
|
M&T Bank
Buffalo,
New York
|
$61K
|
–
|
–
|
–
|
|
|
107
|
Washington Trust Bank
Spokane,
Washington
|
$30K
|
–
|
–
|
–
|
|
|
108
|
WFG Advisors
Dallas,
Texas
|
$30K
|
–
|
–
|
–
|
|
|
109
|
Optimum Investment Advisors
Chicago,
Illinois
|
$24K
|
–
|
–
|
–
|
|
|
110
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$21K
|
–
|
–
|
–
|
|
|
111
|
New England Securities
New York
|
$18K
|
–
|
–
|
–
|
|
|
112
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$15K
|
–
|
–
|
–
|
|
|
113
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$13K
|
–
|
–
|
–
|
|
|
114
|
Gary Goldberg Planning Services
Suffern,
New York
|
$12K
|
–
|
–
|
–
|
|
|
115
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11K
|
–
|
–
|
–
|
|
|
116
|
Creative Planning
Overland Park,
Kansas
|
$5K
|
-$24.1K
|
-20
|
-83%
|
|
|
117
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$3K
|
–
|
–
|
–
|
|
|
118
|
West Oak Capital
Westlake Village,
California
|
$2.43K
|
–
|
–
|
–
|
|
|
119
|
United Fire Group
Cedar Rapids,
Iowa
|
–
|
-$1.7M
|
-1,450
|
Closed
|
|
|
120
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
–
|
-$1.03M
|
-879
|
Closed
|
|
|
121
|
United Capital Financial Advisors
Irving,
Texas
|
–
|
-$762K
|
-650
|
Closed
|
|
|
122
|
Piper Sandler & Co
Minneapolis,
Minnesota
|
–
|
-$555K
|
-473
|
Closed
|
|
|
123
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
–
|
-$235K
|
-200
|
Closed
|
|
|
124
|
AllianceBernstein
Nashville,
Tennessee
|
–
|
-$117K
|
-100
|
Closed
|
|
|
125
|
|
–
|
-$81K
|
-69
|
Closed
|
|
