|
201
|
Old Mutual Customised Solutions
Pinelands,
South Africa
|
$22K
|
–
|
–
|
–
|
|
|
202
|
D.A. Davidson & Co
Great Falls,
Montana
|
$21K
|
–
|
–
|
–
|
|
|
203
|
Bessemer Group
Woodbridge,
New Jersey
|
$18K
|
–
|
–
|
–
|
|
|
204
|
Summit Securities Group
New York
|
$18K
|
–
|
–
|
–
|
|
|
205
|
Huntington National Bank
Columbus,
Ohio
|
$18K
|
+$10K
|
+500
|
+100%
|
|
|
206
|
Synovus Financial
Columbus,
Georgia
|
$15K
|
–
|
–
|
–
|
|
|
207
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11K
|
–
|
–
|
–
|
|
|
208
|
Howe & Rusling
Rochester,
New York
|
$9K
|
–
|
–
|
–
|
|
|
209
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$8K
|
–
|
–
|
–
|
|
|
210
|
1919 Investment Counsel
Baltimore,
Maryland
|
$7K
|
–
|
–
|
–
|
|
|
211
|
OFI Advisors
Philadelphia,
Pennsylvania
|
$7K
|
+$321
|
+16
|
+4%
|
|
|
212
|
Central Trust Company
Jefferson City,
Missouri
|
$7K
|
+$8.03K
|
+400
|
New
|
|
|
213
|
Manchester Capital Management
Manchester,
Vermont
|
$6K
|
–
|
–
|
–
|
|
|
214
|
Lehman Financial Resources
Media,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
215
|
Westport Resources Management
Westport,
Connecticut
|
$5K
|
–
|
–
|
–
|
|
|
216
|
M&T Bank
Buffalo,
New York
|
$4K
|
–
|
–
|
–
|
|
|
217
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$3K
|
–
|
–
|
–
|
|
|
218
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$3K
|
–
|
–
|
–
|
|
|
219
|
Evercore Wealth Management
New York
|
$3K
|
+$3.67K
|
+183
|
New
|
|
|
220
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
221
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
222
|
Echo Point Investment Management
W. Conshohocken,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
223
|
WhitTier Trust Company
Reno,
Nevada
|
$1K
|
–
|
–
|
–
|
|
|
224
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$1K
|
+$1.2K
|
+60
|
New
|
|
|
225
|
Adage Capital Partners
Boston,
Massachusetts
|
–
|
-$10.3M
|
-500,000
|
Closed
|
|
