|
51
|
|
$270K
|
+$282K
|
+7,254
|
New
|
|
|
52
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$218K
|
+$135K
|
+3,460
|
+144%
|
|
|
53
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$217K
|
+$134K
|
+3,442
|
+145%
|
|
|
54
|
D.A. Davidson & Co
Great Falls,
Montana
|
$212K
|
+$222K
|
+5,714
|
New
|
|
|
55
|
Prospera Financial Services
Dallas,
Texas
|
$209K
|
+$218K
|
+5,603
|
New
|
|
|
56
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$185K
|
+$104K
|
+2,681
|
+118%
|
|
|
57
|
Bank of America
Charlotte,
North Carolina
|
$158K
|
-$62.7K
|
-1,612
|
-28%
|
|
|
58
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$142K
|
-$84.4K
|
-2,169
|
-36%
|
|
|
59
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$137K
|
+$143K
|
+3,684
|
New
|
|
|
60
|
Advisor Group
Phoenix,
Arizona
|
$97K
|
+$90.7K
|
+2,330
|
+841%
|
|
|
61
|
Lebenthal Asset Management
New York
|
$78K
|
+$81.5K
|
+2,093
|
New
|
|
|
62
|
Edmond de Rothschild (Suisse)
Geneva,
Switzerland
|
$51K
|
+$52.9K
|
+1,360
|
New
|
|
|
63
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$49K
|
–
|
–
|
–
|
|
|
64
|
Concert Wealth Management
San Jose,
California
|
$39K
|
+$41.8K
|
+1,075
|
New
|
|
|
65
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$18K
|
–
|
–
|
–
|
|
|
66
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$17K
|
–
|
–
|
–
|
|
|
67
|
WhitTier Trust Company
Reno,
Nevada
|
$12K
|
–
|
–
|
–
|
|
|
68
|
Geneos Wealth Management
Englewood,
Colorado
|
$9K
|
+$9.61K
|
+247
|
New
|
|
|
69
|
MSI Financial Services
Springfield,
Massachusetts
|
$8K
|
+$311
|
+8
|
+4%
|
|
|
70
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$3K
|
–
|
–
|
–
|
|
|
71
|
Asset Dedication LLC
San Francisco,
California
|
$3K
|
+$2.84K
|
+73
|
New
|
|
|
72
|
Mariner
Overland Park,
Kansas
|
$2K
|
+$2.26K
|
+58
|
New
|
|
|
73
|
Argentus Capital Management
Dallas,
Texas
|
$1K
|
-$739
|
-19
|
-41%
|
|
|
74
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
-$311
|
-8
|
-44%
|
|
|
75
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
–
|
-$63.5M
|
-1,622,200
|
Closed
|
|
