|
801
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$275K
|
+$265K
|
+1
|
New
|
|
|
802
|
National Planning Corporation
El Segundo,
California
|
$275K
|
+$265K
|
+1
|
New
|
|
|
803
|
Smith, Moore & Co
Clayton,
Missouri
|
$275K
|
+$265K
|
+1
|
New
|
|
|
804
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$275K
|
+$265K
|
+1
|
New
|
|
|
805
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$275K
|
+$265K
|
+1
|
New
|
|
|
806
|
Novare Capital Management
Charlotte,
North Carolina
|
$275K
|
+$26.5M
|
+100
|
New
|
|
|
807
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$275K
|
–
|
–
|
–
|
|
|
808
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$275K
|
+$265K
|
+1
|
+100%
|
|
|
809
|
Gibson Capital
Wexford,
Pennsylvania
|
$274K
|
–
|
–
|
–
|
|
|
810
|
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
$274K
|
–
|
–
|
–
|
|
|
811
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$274K
|
–
|
–
|
–
|
|
|
812
|
M&R Capital Management
Summit,
New Jersey
|
$274K
|
–
|
–
|
–
|
|
|
813
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$274K
|
–
|
–
|
–
|
|
|
814
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$274K
|
–
|
–
|
–
|
|
|
815
|
Oakworth Capital
Birmingham,
Alabama
|
$271K
|
–
|
–
|
–
|
|
|
816
|
Capital City Trust
Tallahassee,
Florida
|
$255K
|
–
|
–
|
–
|
|
|
817
|
Wedbush Securities
Los Angeles,
California
|
$224K
|
+$796K
|
+3
|
New
|
|
|
818
|
Intellectus Partners
San Francisco,
California
|
$102K
|
+$212M
|
+800
|
New
|
|
|
819
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.75K
|
–
|
–
|
–
|
|
|
820
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
–
|
-$255K
|
-100
|
Closed
|
|
|
821
|
SOL Capital Management
Rockville,
Maryland
|
–
|
-$255K
|
-100
|
Closed
|
|
|
822
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
–
|
-$12.5M
|
-47
|
-65%
|
|
|
823
|
People's United Financial
Bridgeport,
Connecticut
|
–
|
-$9.17M
|
-36
|
Closed
|
|
|
824
|
Columbia Asset Management
Ann Arbor,
Michigan
|
–
|
-$5.22M
|
-20
|
Closed
|
|
|
825
|
CIBC World Market
Toronto,
Ontario, Canada
|
–
|
-$4.58M
|
-18
|
Closed
|
|
