|
301
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$29K
|
+$28.3K
|
+800
|
New
|
|
|
302
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$24K
|
+$23K
|
+650
|
New
|
|
|
303
|
Huntington National Bank
Columbus,
Ohio
|
$16K
|
–
|
–
|
–
|
|
|
304
|
Kings Point Capital Management
Great Neck,
New York
|
$14K
|
–
|
–
|
–
|
|
|
305
|
First Horizon Advisors
Memphis,
Tennessee
|
$14K
|
+$14.2K
|
+401
|
New
|
|
|
306
|
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
$11K
|
+$3.54K
|
+100
|
+50%
|
|
|
307
|
Advisory Services Network
Atlanta,
Georgia
|
$10K
|
+$10.1K
|
+285
|
New
|
|
|
308
|
Proficio Capital Partners
Newton,
Massachusetts
|
$9K
|
+$1.06K
|
+30
|
+13%
|
|
|
309
|
Brown Brothers Harriman & Co
New York
|
$9K
|
+$8.49K
|
+240
|
New
|
|
|
310
|
Summit Trail Advisors
New York
|
$8K
|
+$7.53K
|
+213
|
New
|
|
|
311
|
Private Capital Group
West Hartford,
Connecticut
|
$8K
|
+$223K
|
+6,302
|
New
|
|
|
312
|
ClearBridge Investments
New York
|
$7K
|
-$106
|
-3
|
-1%
|
|
|
313
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$7K
|
–
|
–
|
–
|
|
|
314
|
Icon Wealth Partners
Houston,
Texas
|
$5K
|
+$4.42K
|
+125
|
New
|
|
|
315
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$4K
|
+$4.24K
|
+120
|
New
|
|
|
316
|
BB&T Investment Services
Charlotte,
North Carolina
|
$3K
|
–
|
–
|
–
|
|
|
317
|
TCI Wealth Advisors
Tucson,
Arizona
|
$3K
|
–
|
–
|
–
|
|
|
318
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$3K
|
+$955
|
+27
|
+45%
|
|
|
319
|
EARNEST Partners
Atlanta,
Georgia
|
$2K
|
+$2.23K
|
+63
|
New
|
|
|
320
|
AssetMark Inc
Concord,
California
|
$1K
|
+$813
|
+23
|
New
|
|
|
321
|
Zions Bancorporation
Salt Lake City,
Utah
|
$1K
|
+$1.03K
|
+29
|
New
|
|
|
322
|
Three Bays Capital
Boston,
Massachusetts
|
–
|
-$59.5M
|
-1,728,576
|
Closed
|
|
|
323
|
Banco Santander
Madrid,
Spain
|
–
|
-$44.7M
|
-1,300,000
|
Closed
|
|
|
324
|
Marble Arch Investments
New York
|
–
|
-$42.3M
|
-1,229,000
|
Closed
|
|
|
325
|
Asturias Capital
New York
|
–
|
-$29.8M
|
-864,678
|
Closed
|
|
