|
126
|
Asset Dedication LLC
San Francisco,
California
|
$3K
|
–
|
–
|
–
|
|
|
127
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
+$3K
|
+90
|
New
|
|
|
128
|
Ferris Capital
Marlborough,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
129
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
130
|
Avior Wealth Management
Omaha,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
131
|
AssetMark Inc
Concord,
California
|
$1K
|
+$633
|
+19
|
New
|
|
|
132
|
Chilton Capital Management
Houston,
Texas
|
–
|
-$769K
|
-22,700
|
Closed
|
|
|
133
|
EFG Asset Management (Americas)
Miami,
Florida
|
–
|
-$721K
|
-21,269
|
Closed
|
|
|
134
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
–
|
-$451K
|
-13,295
|
Closed
|
|
|
135
|
Personal Capital Advisors
Redwood City,
California
|
–
|
-$369K
|
-10,875
|
Closed
|
|
|
136
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$317K
|
-9,313
|
Closed
|
|
|
137
|
Douglass Winthrop Advisors
New York
|
–
|
-$289K
|
-8,529
|
Closed
|
|
|
138
|
Vestor Capital
Chicago,
Illinois
|
–
|
-$58K
|
-1,707
|
Closed
|
|
|
139
|
Trust Company of Vermont
Brattleboro,
Vermont
|
–
|
-$52K
|
-1,521
|
Closed
|
|
|
140
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
–
|
-$41K
|
-1,205
|
Closed
|
|
|
141
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
–
|
-$24K
|
-722
|
Closed
|
|
|
142
|
Apriem Advisors
Irvine,
California
|
–
|
-$18K
|
-537
|
Closed
|
|
|
143
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
–
|
-$15K
|
-445
|
Closed
|
|
|
144
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
–
|
-$13K
|
-396
|
Closed
|
|
|
145
|
Bay Colony Advisors
Concord,
Massachusetts
|
–
|
-$7K
|
-216
|
Closed
|
|
|
146
|
Centaurus Financial
Anaheim,
California
|
–
|
-$2K
|
-55
|
Closed
|
|
|
147
|
Financial Engines Advisors
Santa Clara,
California
|
–
|
-$1K
|
-39
|
Closed
|
|
