|
26
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$230K
|
+$3.84K
|
+136
|
+2%
|
|
|
27
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$226K
|
–
|
–
|
–
|
|
|
28
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$204K
|
+$199K
|
+7,043
|
New
|
|
|
29
|
Steward Partners Investment Advisory
New York
|
$136K
|
+$5.02K
|
+178
|
+4%
|
|
|
30
|
US Bancorp
Minneapolis,
Minnesota
|
$131K
|
-$13.5K
|
-480
|
-10%
|
|
|
31
|
Wells Fargo
San Francisco,
California
|
$130K
|
+$66.2K
|
+2,344
|
+110%
|
|
|
32
|
Private Trust Company
Cleveland,
Ohio
|
$122K
|
+$118K
|
+4,192
|
New
|
|
|
33
|
|
$51.4K
|
-$115K
|
-4,082
|
-70%
|
|
|
34
|
Bessemer Group
Woodbridge,
New Jersey
|
$44K
|
–
|
–
|
–
|
|
|
35
|
Farther Finance Advisors
San Francisco,
California
|
$41.4K
|
–
|
–
|
–
|
|
|
36
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$39.1K
|
+$38K
|
+1,348
|
New
|
|
|
37
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$20.5K
|
–
|
–
|
–
|
|
|
38
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5K
|
–
|
–
|
–
|
|
|
39
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$250K
|
-9,206
|
Closed
|
|
|
40
|
|
–
|
-$66.6K
|
-2,491
|
Closed
|
|
