|
601
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$410K
|
+$429K
|
+2
|
New
|
|
|
602
|
Meridian Management
Little Rock,
Arkansas
|
$410K
|
+$429K
|
+2
|
New
|
|
|
603
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$410K
|
-$215K
|
-1
|
-33%
|
|
|
604
|
EP Wealth Advisors
Torrance,
California
|
$410K
|
–
|
–
|
–
|
|
|
605
|
Estabrook Capital Management
New York
|
$410K
|
–
|
–
|
–
|
|
|
606
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$410K
|
–
|
–
|
–
|
|
|
607
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$409K
|
–
|
–
|
–
|
|
|
608
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$409K
|
–
|
–
|
–
|
|
|
609
|
Next Financial Group
Houston,
Texas
|
$409K
|
–
|
–
|
–
|
|
|
610
|
Tiedemann Trust
Wilmington,
Delaware
|
$409K
|
+$429K
|
+2
|
New
|
|
|
611
|
Onex Canada Asset Management
Toronto,
Ontario, Canada
|
$255K
|
–
|
–
|
–
|
|
|
612
|
CFS LLC
Oklahoma City,
Oklahoma
|
$218K
|
–
|
–
|
–
|
|
|
613
|
Colony Group
Boston,
Massachusetts
|
$212K
|
–
|
–
|
–
|
|
|
614
|
Sand Hill Global Advisors
Palo Alto,
California
|
$205K
|
-$172M
|
-800
|
-100%
|
|
|
615
|
Zions Bancorporation
Salt Lake City,
Utah
|
$205K
|
-$429K
|
-2
|
-67%
|
|
|
616
|
Bailard
Foster City,
California
|
$205K
|
-$215K
|
-1
|
-50%
|
|
|
617
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$205K
|
-$215K
|
-1
|
-50%
|
|
|
618
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$205K
|
-$215K
|
-1
|
Closed
|
|
|
619
|
NWAM LLC
Mercer Island,
Washington
|
$205K
|
-$215K
|
-1
|
Closed
|
|
|
620
|
SNS Financial Group
Minneapolis,
Minnesota
|
$205K
|
-$215K
|
-1
|
-50%
|
|
|
621
|
1ST Source Bank
South Bend,
Indiana
|
$205K
|
–
|
–
|
–
|
|
|
622
|
Albion Financial Group
Salt Lake City,
Utah
|
$205K
|
–
|
–
|
–
|
|
|
623
|
AllianceBernstein
Nashville,
Tennessee
|
$205K
|
–
|
–
|
–
|
|
|
624
|
Alpha Cubed Investments
Irvine,
California
|
$205K
|
–
|
–
|
–
|
|
|
625
|
American National Bank & Trust (Virginia)
Danville,
Virginia
|
$205K
|
–
|
–
|
–
|
|
