|
501
|
First Interstate Bank
Billings,
Montana
|
$6K
|
–
|
–
|
–
|
|
|
502
|
Zions Bancorporation
Salt Lake City,
Utah
|
$6K
|
+$5.85K
|
+76
|
New
|
|
|
503
|
Cribstone Capital Management
Augusta,
Maine
|
$5K
|
–
|
–
|
–
|
|
|
504
|
WhitTier Trust Company
Reno,
Nevada
|
$5K
|
–
|
–
|
–
|
|
|
505
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$5K
|
+$77
|
+1
|
+2%
|
|
|
506
|
Isthmus Partners
Madison,
Wisconsin
|
$5K
|
+$5.24K
|
+68
|
New
|
|
|
507
|
QCI Asset Management
Pittsford,
New York
|
$4K
|
-$1.93K
|
-25
|
-33%
|
|
|
508
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$3K
|
-$6.7K
|
-87
|
-70%
|
|
|
509
|
Focused Wealth Management
Newburgh,
New York
|
$3K
|
–
|
–
|
–
|
|
|
510
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.02K
|
–
|
–
|
–
|
|
|
511
|
Asset Dedication LLC
San Francisco,
California
|
$2K
|
–
|
–
|
–
|
|
|
512
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$2K
|
–
|
–
|
–
|
|
|
513
|
M&R Capital Management
Summit,
New Jersey
|
$2K
|
–
|
–
|
–
|
|
|
514
|
Omnia Family Wealth
Aventura,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
515
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
516
|
Sandy Spring Bank
Olney,
Maryland
|
$2K
|
–
|
–
|
–
|
|
|
517
|
Versant Capital Management
Phoenix,
Arizona
|
$2K
|
–
|
–
|
–
|
|
|
518
|
Chevy Chase Trust
Bethesda,
Maryland
|
$2K
|
+$1.93K
|
+25
|
New
|
|
|
519
|
Sutton Wealth Advisors
Tampa,
Florida
|
$1.94K
|
–
|
–
|
–
|
|
|
520
|
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
–
|
-$29.1M
|
-385,437
|
Closed
|
|
|
521
|
Citadel Advisors
Miami,
Florida
|
–
|
-$10.6M
|
-137,596
|
Closed
|
|
|
522
|
Affinity Investment Advisors
Newport Beach,
California
|
–
|
-$2.13M
|
-28,250
|
Closed
|
|
|
523
|
|
–
|
-$1.89M
|
-24,994
|
Closed
|
|
|
524
|
GAM Holding
Zurich,
Switzerland
|
–
|
-$1.53M
|
-20,241
|
Closed
|
|
|
525
|
Swiss Life Asset Management
Zurich,
|
–
|
-$1.32M
|
-17,554
|
Closed
|
|
