|
201
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$20K
|
-$17K
|
-300
|
-50%
|
|
|
202
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$20K
|
–
|
–
|
–
|
|
|
203
|
People's United Financial
Bridgeport,
Connecticut
|
$19K
|
–
|
–
|
–
|
|
|
204
|
Joel Isaacson & Co
New York
|
$15K
|
–
|
–
|
–
|
|
|
205
|
ClearBridge Investments
New York
|
$14K
|
–
|
–
|
–
|
|
|
206
|
Delphi Private Advisors
San Diego,
California
|
$13K
|
–
|
–
|
–
|
|
|
207
|
Prelude Capital Management
New York
|
$12K
|
-$297K
|
-5,243
|
-97%
|
|
|
208
|
Alexandria Capital
Arlington,
Virginia
|
$12K
|
–
|
–
|
–
|
|
|
209
|
Regal Wealth Group
Seal Beach,
California
|
$11K
|
+$113
|
+2
|
+1%
|
|
|
210
|
Glassman Wealth Services
Vienna,
Virginia
|
$10K
|
–
|
–
|
–
|
|
|
211
|
MV Capital Management
Bethesda,
Maryland
|
$10K
|
–
|
–
|
–
|
|
|
212
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$10K
|
–
|
–
|
–
|
|
|
213
|
MSI Financial Services
Springfield,
Massachusetts
|
$10K
|
+$6K
|
+106
|
+303%
|
|
|
214
|
Central Trust Company
Jefferson City,
Missouri
|
$7K
|
–
|
–
|
–
|
|
|
215
|
Tompkins Financial
Ithaca,
New York
|
$7K
|
–
|
–
|
–
|
|
|
216
|
IFP Advisors
Tampa,
Florida
|
$6K
|
-$7.41K
|
-131
|
-69%
|
|
|
217
|
Gemmer Asset Management
Walnut Creek,
California
|
$6K
|
+$2.09K
|
+37
|
+62%
|
|
|
218
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$5.4K
|
–
|
–
|
–
|
|
|
219
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
220
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$3K
|
-$6.85K
|
-121
|
-67%
|
|
|
221
|
Westport Resources Management
Westport,
Connecticut
|
$3K
|
–
|
–
|
–
|
|
|
222
|
Zions Bancorporation
Salt Lake City,
Utah
|
$3K
|
–
|
–
|
–
|
|
|
223
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$2K
|
-$2.6K
|
-46
|
-56%
|
|
|
224
|
Highlander Capital Management
Short Hills,
New Jersey
|
$2K
|
–
|
–
|
–
|
|
|
225
|
Manchester Capital Management
Manchester,
Vermont
|
$2K
|
–
|
–
|
–
|
|
