|
426
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$27K
|
–
|
–
|
–
|
|
|
427
|
D.A. Davidson & Co
Great Falls,
Montana
|
$27K
|
+$28.6K
|
+145
|
New
|
|
|
428
|
PineBridge Investments
New York
|
$25K
|
+$790
|
+4
|
+3%
|
|
|
429
|
Alpha Windward
Westwood,
Massachusetts
|
$22K
|
-$438K
|
-2,220
|
-95%
|
|
|
430
|
Old Mutual Customised Solutions
Pinelands,
South Africa
|
$19K
|
-$39.5K
|
-200
|
-67%
|
|
|
431
|
Crosspoint Capital Strategies
Orinda,
California
|
$19K
|
–
|
–
|
–
|
|
|
432
|
Delta Asset Management
Memphis,
Tennessee
|
$19K
|
–
|
–
|
–
|
|
|
433
|
Evercore Wealth Management
New York
|
$19K
|
–
|
–
|
–
|
|
|
434
|
|
$19K
|
+$19.2K
|
+97
|
New
|
|
|
435
|
Wealthfront
Palo Alto,
California
|
$18K
|
-$56.7K
|
-287
|
-75%
|
|
|
436
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$17K
|
–
|
–
|
–
|
|
|
437
|
Gemmer Asset Management
Walnut Creek,
California
|
$16K
|
–
|
–
|
–
|
|
|
438
|
Pathstone Family Office
Englewood,
New Jersey
|
$13K
|
+$13.6K
|
+69
|
New
|
|
|
439
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$9K
|
–
|
–
|
–
|
|
|
440
|
Joel Isaacson & Co
New York
|
$9K
|
–
|
–
|
–
|
|
|
441
|
Howe & Rusling
Rochester,
New York
|
$9K
|
+$2.57K
|
+13
|
+38%
|
|
|
442
|
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
$8K
|
-$2.88M
|
-14,600
|
-100%
|
|
|
443
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$8K
|
–
|
–
|
–
|
|
|
444
|
Tarbox Family Office
Newport Beach,
California
|
$8K
|
–
|
–
|
–
|
|
|
445
|
Alexandria Capital
Arlington,
Virginia
|
$8K
|
+$790
|
+4
|
+11%
|
|
|
446
|
LBA Wealth Management
Jacksonville,
Florida
|
$8K
|
+$8.1K
|
+41
|
New
|
|
|
447
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$7K
|
-$22.7K
|
-115
|
-74%
|
|
|
448
|
Waverly Advisors
Birmingham,
Alabama
|
$7K
|
–
|
–
|
–
|
|
|
449
|
Formidable Asset Management
Cincinnati,
Ohio
|
$6K
|
–
|
–
|
–
|
|
|
450
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
