|
151
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$20K
|
+$18.8K
|
+363
|
New
|
|
|
152
|
Elite Wealth Management
Kirkland,
Washington
|
$16K
|
–
|
–
|
–
|
|
|
153
|
Next Financial Group
Houston,
Texas
|
$16K
|
+$17.3K
|
+335
|
New
|
|
|
154
|
Private Trust Company
Cleveland,
Ohio
|
$13K
|
-$5.59K
|
-108
|
-31%
|
|
|
155
|
CKW Financial Group
Honolulu,
Hawaii
|
$11K
|
–
|
–
|
–
|
|
|
156
|
People's United Financial
Bridgeport,
Connecticut
|
$11K
|
–
|
–
|
–
|
|
|
157
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$11K
|
+$9.93K
|
+192
|
New
|
|
|
158
|
D.A. Davidson & Co
Great Falls,
Montana
|
$10K
|
+$362
|
+7
|
+4%
|
|
|
159
|
TCI Wealth Advisors
Tucson,
Arizona
|
$9K
|
–
|
–
|
–
|
|
|
160
|
|
$8K
|
–
|
–
|
–
|
|
|
161
|
American International Group
New York
|
$7.41K
|
+$2.79K
|
+54
|
+67%
|
|
|
162
|
Kanaly Trust
Houston,
Texas
|
$7K
|
+$2.17K
|
+42
|
+49%
|
|
|
163
|
WhitTier Trust Company
Reno,
Nevada
|
$6K
|
-$193K
|
-3,725
|
-97%
|
|
|
164
|
Reilly Financial Advisors
La Mesa,
California
|
$6K
|
–
|
–
|
–
|
|
|
165
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
166
|
Hudock Inc
Williamsport,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
167
|
WFG Advisors
Dallas,
Texas
|
$4K
|
–
|
–
|
–
|
|
|
168
|
Apriem Advisors
Irvine,
California
|
$4K
|
+$4.14K
|
+80
|
New
|
|
|
169
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3K
|
-$7.24K
|
-140
|
-70%
|
|
|
170
|
First City Capital Management
Savannah,
Georgia
|
$2.2K
|
–
|
–
|
–
|
|
|
171
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$2K
|
-$1.19K
|
-23
|
-33%
|
|
|
172
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
173
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
174
|
Joel Isaacson & Co
New York
|
$1K
|
–
|
–
|
–
|
|
|
175
|
Lazard Asset Management
New York
|
–
|
-$48.5M
|
-966,552
|
Closed
|
|
