|
501
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$52K
|
$0
|
1
|
0%
|
Maintained
|
|
|
502
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$48K
|
+$20.1K
|
2
|
0%
|
Increased
|
|
|
503
|
First City Capital Management
Savannah,
Georgia
|
$47.2K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
504
|
First Horizon Advisors
Memphis,
Tennessee
|
$46K
|
+$43.1K
|
2
|
0.01%
|
Increased
|
|
|
505
|
Optimum Investment Advisors
Chicago,
Illinois
|
$45K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
506
|
Virtus Fund Advisers
Hartford,
Connecticut
|
$43K
|
-$4.24K
|
2
|
0%
|
Reduced
|
|
|
507
|
Next Financial Group
Houston,
Texas
|
$42K
|
-$3.9K
|
2
|
0.01%
|
Reduced
|
|
|
508
|
Huntington National Bank
Columbus,
Ohio
|
$39K
|
-$32.7K
|
4
|
0%
|
Reduced
|
|
|
509
|
Quantbot Technologies
New York
|
$36K
|
-$791K
|
1
|
0.01%
|
Reduced
|
|
|
510
|
Washington Trust Bank
Spokane,
Washington
|
$36K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
511
|
Regal Investment Advisors
Kentwood,
Michigan
|
$34K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
512
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$33K
|
+$34.2K
|
1
|
0%
|
New
|
|
|
513
|
Evercore Wealth Management
New York
|
$33K
|
$0
|
1
|
0%
|
Maintained
|
|
|
514
|
Tradewinds Capital Management
Bellingham,
Washington
|
$33K
|
-$3.9K
|
1
|
0.02%
|
Reduced
|
|
|
515
|
Gupta Wealth Management
San Diego,
California
|
$32K
|
+$28.1K
|
2
|
0.01%
|
New
|
|
|
516
|
Balentine LLC
Atlanta,
Georgia
|
$28K
|
+$25.1K
|
1
|
0.01%
|
New
|
|
|
517
|
Clean Yield Group
Norwich,
Vermont
|
$28K
|
+$28.4K
|
1
|
0.01%
|
New
|
|
|
518
|
|
$28K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
519
|
TCI Wealth Advisors
Tucson,
Arizona
|
$28K
|
+$390
|
2
|
0.02%
|
Increased
|
|
|
520
|
Wolverine Asset Management
Chicago,
Illinois
|
$28K
|
-$180K
|
1
|
0%
|
Reduced
|
|
|
521
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
$27K
|
+$26.1K
|
4
|
0%
|
New
|
|
|
522
|
WhitTier Trust Company
Reno,
Nevada
|
$26K
|
$0
|
2
|
0%
|
Maintained
|
|
|
523
|
Zions Bancorporation
Salt Lake City,
Utah
|
$23K
|
+$23.5K
|
1
|
0%
|
New
|
|
|
524
|
Manchester Capital Management
Manchester,
Vermont
|
$22K
|
-$79.8K
|
1
|
0%
|
Reduced
|
|
|
525
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$20K
|
$0
|
1
|
0.02%
|
Maintained
|
|
