|
51
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$114K
|
–
|
–
|
–
|
|
|
52
|
HL Financial Services
Louisville,
Kentucky
|
$112K
|
–
|
–
|
–
|
|
|
53
|
American International Group
New York
|
$98.7K
|
–
|
–
|
–
|
|
|
54
|
Neuberger Berman Group
New York
|
$93K
|
–
|
–
|
–
|
|
|
55
|
Belmont Global Advisors
Dallas,
Texas
|
$88K
|
–
|
–
|
–
|
|
|
56
|
LPL Financial
San Diego,
California
|
$86K
|
+$83.1K
|
+14,123
|
New
|
|
|
57
|
Carret Asset Management
New York
|
$80K
|
–
|
–
|
–
|
|
|
58
|
Highlander Capital Management
Short Hills,
New Jersey
|
$80K
|
–
|
–
|
–
|
|
|
59
|
Oppenheimer & Co
New York
|
$77K
|
+$73.5K
|
+12,500
|
New
|
|
|
60
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$76K
|
-$23.5K
|
-4,000
|
-25%
|
|
|
61
|
Knightsbridge Asset Management
Newport Beach,
California
|
$62K
|
–
|
–
|
–
|
|
|
62
|
Fiduciary Group
Savannah,
Georgia
|
$46K
|
+$43.5K
|
+7,400
|
New
|
|
|
63
|
SignatureFD
Atlanta,
Georgia
|
$44K
|
–
|
–
|
–
|
|
|
64
|
Westport Resources Management
Westport,
Connecticut
|
$31K
|
+$11.8K
|
+2,000
|
+67%
|
|
|
65
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$20K
|
–
|
–
|
–
|
|
|
66
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19K
|
+$17.6K
|
+3,000
|
New
|
|
|
67
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$1K
|
+$1.18K
|
+200
|
New
|
|
|
68
|
CI Investments Inc
Toronto,
Ontario, Canada
|
–
|
-$1.57M
|
-268,100
|
Closed
|
|
|
69
|
Chilton Investment Company
Stamford,
Connecticut
|
–
|
-$223K
|
-38,000
|
Closed
|
|
|
70
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
–
|
-$147K
|
-25,000
|
Closed
|
|
