|
151
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$10K
|
+$10.7K
|
+145
|
New
|
|
|
152
|
Institute for Wealth Management
Denver,
Colorado
|
$9K
|
-$1.84K
|
-25
|
-16%
|
|
|
153
|
LifePlan Financial Group
Dayton,
Ohio
|
$7K
|
+$7.72K
|
+105
|
New
|
|
|
154
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$6K
|
–
|
–
|
–
|
|
|
155
|
|
$6K
|
+$5.88K
|
+80
|
New
|
|
|
156
|
Whittier Trust
South Pasadena,
California
|
$5K
|
–
|
–
|
–
|
|
|
157
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$4K
|
+$4.34K
|
+59
|
New
|
|
|
158
|
Evercore Wealth Management
New York
|
$4K
|
+$4.41K
|
+60
|
New
|
|
|
159
|
Partnervest Advisory Services
Santa Barbara,
California
|
$3K
|
-$2.87K
|
-39
|
-49%
|
|
|
160
|
Wellington Management Group
Boston,
Massachusetts
|
–
|
-$14.7M
|
-200,998
|
Closed
|
|
|
161
|
Comerica Bank
Dallas,
Texas
|
–
|
-$325K
|
-4,450
|
Closed
|
|
|
162
|
Curi RMB Capital
Chicago,
Illinois
|
–
|
-$306K
|
-4,200
|
Closed
|
|
|
163
|
Nomura Holdings
Tokyo,
Japan
|
–
|
-$278K
|
-3,800
|
Closed
|
|
|
164
|
Pure Financial Advisors
San Diego,
California
|
–
|
-$239K
|
-3,279
|
Closed
|
|
|
165
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
–
|
-$222K
|
-3,038
|
Closed
|
|
|
166
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
–
|
-$208K
|
-2,850
|
Closed
|
|
|
167
|
Banyan Partners
Palm Beach Gardens,
Florida
|
–
|
-$204K
|
-2,796
|
Closed
|
|
|
168
|
United Capital Financial Advisors
Irving,
Texas
|
–
|
-$203K
|
-2,785
|
Closed
|
|
|
169
|
Zions Trust National Association
Salt Lake City,
Utah
|
–
|
-$4K
|
-52
|
Closed
|
|
|
170
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
–
|
-$4K
|
-48
|
Closed
|
|
