|
76
|
Whittier Trust
South Pasadena,
California
|
$160K
|
–
|
–
|
–
|
|
|
77
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$69.2K
|
–
|
–
|
–
|
|
|
78
|
Raffa Wealth Management
Washington,
District of Columbia
|
$69.2K
|
–
|
–
|
–
|
|
|
79
|
LBA Wealth Management
Jacksonville,
Florida
|
$29K
|
+$29.6K
|
+630
|
New
|
|
|
80
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$26K
|
+$26.8K
|
+569
|
New
|
|
|
81
|
WealthPLAN Partners
Omaha,
Nebraska
|
$23.6K
|
+$24K
|
+511
|
New
|
|
|
82
|
Crosspoint Capital Strategies
Orinda,
California
|
$19K
|
+$17.9K
|
+381
|
New
|
|
|
83
|
WFG Advisors
Dallas,
Texas
|
$18K
|
–
|
–
|
–
|
|
|
84
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$16K
|
–
|
–
|
–
|
|
|
85
|
First Personal Financial Services
Charlotte,
North Carolina
|
$9K
|
+$8.7K
|
+185
|
New
|
|
|
86
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2K
|
-$5.93K
|
-126
|
-74%
|
|
|
87
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$42
|
+$42.7K
|
+907
|
New
|
|
|
88
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
–
|
-$7.65M
|
-160,136
|
Closed
|
|
|
89
|
Bailard
Foster City,
California
|
–
|
-$768K
|
-16,085
|
Closed
|
|
|
90
|
Bessemer Group
Woodbridge,
New Jersey
|
–
|
-$639K
|
-13,386
|
Closed
|
|
|
91
|
Barclays
London,
United Kingdom
|
–
|
-$537K
|
-11,413
|
Closed
|
|
|
92
|
Klingenstein Fields & Co
New York
|
–
|
-$396K
|
-8,300
|
Closed
|
|
|
93
|
Citadel Advisors
Miami,
Florida
|
–
|
-$317K
|
-6,645
|
Closed
|
|
|
94
|
|
–
|
-$279K
|
-5,845
|
Closed
|
|
|
95
|
Wedbush Securities
Los Angeles,
California
|
–
|
-$244K
|
-5,116
|
Closed
|
|
|
96
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$85K
|
-1,774
|
Closed
|
|
|
97
|
Lehman Financial Resources
Media,
Pennsylvania
|
–
|
-$9K
|
-200
|
Closed
|
|
|
98
|
Gupta Wealth Management
San Diego,
California
|
–
|
-$5K
|
-102
|
Closed
|
|
|
99
|
Regal Investment Advisors
Kentwood,
Michigan
|
–
|
-$4K
|
-90
|
Closed
|
|
