|
351
|
Regis Management Company
Menlo Park,
California
|
$2M
|
–
|
–
|
–
|
|
|
352
|
Simmons Bank
Pine Bluff,
Arkansas
|
$2M
|
–
|
–
|
–
|
|
|
353
|
Kelleher Financial Advisors
New York
|
$2M
|
–
|
–
|
–
|
|
|
354
|
Mraz Amerine & Associates
Modesto,
California
|
$1.98M
|
–
|
–
|
–
|
|
|
355
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$1.83M
|
+$502K
|
+2
|
+40%
|
|
|
356
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$1.75M
|
-$1.76M
|
-7
|
-50%
|
|
|
357
|
Glenview Trust
Louisville,
Kentucky
|
$1.75M
|
-$251K
|
-1
|
-13%
|
|
|
358
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$1.75M
|
-$251K
|
-1
|
-13%
|
|
|
359
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.75M
|
-$251K
|
-1
|
-13%
|
|
|
360
|
Allen Investment Management
New York
|
$1.75M
|
–
|
–
|
–
|
|
|
361
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$1.75M
|
–
|
–
|
–
|
|
|
362
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$1.75M
|
–
|
–
|
–
|
|
|
363
|
Bremer Trust National Association
St. Cloud,
Minnesota
|
$1.75M
|
–
|
–
|
–
|
|
|
364
|
Community Trust & Investment
Versailles,
Kentucky
|
$1.75M
|
–
|
–
|
–
|
|
|
365
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$1.75M
|
–
|
–
|
–
|
|
|
366
|
East Coast Asset Management
Essex,
Massachusetts
|
$1.75M
|
–
|
–
|
–
|
|
|
367
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1.75M
|
–
|
–
|
–
|
|
|
368
|
Laurel Grove Capital
Los Angeles,
California
|
$1.75M
|
–
|
–
|
–
|
|
|
369
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.75M
|
–
|
–
|
–
|
|
|
370
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$1.75M
|
–
|
–
|
–
|
|
|
371
|
Reilly Herbert Faulkner III
|
$1.75M
|
–
|
–
|
–
|
|
|
372
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$1.75M
|
–
|
–
|
–
|
|
|
373
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.75M
|
+$251K
|
+1
|
+17%
|
|
|
374
|
Nomura Asset Management
Tokyo,
Japan
|
$1.75M
|
+$251K
|
+1
|
+17%
|
|
|
375
|
CPWM LLC
Seattle,
Washington
|
$1.75M
|
+$502K
|
+2
|
+40%
|
|
