|
51
|
Rockefeller Financial Services
New York
|
$101K
|
–
|
–
|
–
|
|
|
52
|
Duncker Streett & Co
St. Louis,
Missouri
|
$96K
|
–
|
–
|
–
|
|
|
53
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$75K
|
–
|
–
|
–
|
|
|
54
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$66K
|
-$9.58K
|
-378
|
-13%
|
|
|
55
|
Oakworth Capital
Birmingham,
Alabama
|
$64K
|
+$64.4K
|
+2,540
|
New
|
|
|
56
|
American International Group
New York
|
$63.8K
|
-$8.44K
|
-333
|
-12%
|
|
|
57
|
MSI Financial Services
Springfield,
Massachusetts
|
$45K
|
+$9.38K
|
+370
|
+26%
|
|
|
58
|
WFG Advisors
Dallas,
Texas
|
$41K
|
-$20.3K
|
-800
|
-33%
|
|
|
59
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$41K
|
–
|
–
|
–
|
|
|
60
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$29K
|
–
|
–
|
–
|
|
|
61
|
Stifel Trust
St. Louis,
Missouri
|
$26K
|
–
|
–
|
–
|
|
|
62
|
D.A. Davidson & Co
Great Falls,
Montana
|
$25K
|
–
|
–
|
–
|
|
|
63
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$25K
|
–
|
–
|
–
|
|
|
64
|
Central Trust Company
Jefferson City,
Missouri
|
$19K
|
-$6.34K
|
-250
|
-25%
|
|
|
65
|
Partnervest Advisory Services
Santa Barbara,
California
|
$15K
|
+$14.6K
|
+575
|
New
|
|
|
66
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$10K
|
–
|
–
|
–
|
|
|
67
|
Lehman Financial Resources
Media,
Pennsylvania
|
$10K
|
–
|
–
|
–
|
|
|
68
|
US Bancorp
Minneapolis,
Minnesota
|
$10K
|
+$3.5K
|
+138
|
+53%
|
|
|
69
|
Signet Management USA
Mclean,
Virginia
|
$8K
|
+$7.61K
|
+300
|
New
|
|
|
70
|
High Point Bank & Trust
High Point,
North Carolina
|
$6K
|
–
|
–
|
–
|
|
|
71
|
Private Trust Company
Cleveland,
Ohio
|
$4K
|
–
|
–
|
–
|
|
|
72
|
M&T Bank
Buffalo,
New York
|
$2K
|
–
|
–
|
–
|
|
|
73
|
SignatureFD
Atlanta,
Georgia
|
$2K
|
+$2K
|
+79
|
New
|
|
|
74
|
BlackRock Investment Management
Wilmington,
Delaware
|
$1K
|
+$608
|
+24
|
+100%
|
|
|
75
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
–
|
-$7.12M
|
-282,122
|
Closed
|
|
