|
301
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$145K
|
–
|
–
|
–
|
|
|
302
|
Index Management Solutions
Philadelphia,
Pennsylvania
|
$113K
|
+$113K
|
+4,565
|
New
|
|
|
303
|
American Research & Management Company
Marion,
Massachusetts
|
$110K
|
-$24.6K
|
-995
|
-18%
|
|
|
304
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$98K
|
–
|
–
|
–
|
|
|
305
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$92K
|
+$6.55K
|
+265
|
+8%
|
|
|
306
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$92K
|
+$92.7K
|
+3,750
|
New
|
|
|
307
|
1919 Investment Counsel
Baltimore,
Maryland
|
$87K
|
+$247
|
+10
|
+0.3%
|
|
|
308
|
BlackRock Fund Advisors
San Francisco,
California
|
$73K
|
-$27.9K
|
-1,130
|
-28%
|
|
|
309
|
SignatureFD
Atlanta,
Georgia
|
$65K
|
+$64.9K
|
+2,625
|
New
|
|
|
310
|
Zions Trust National Association
Salt Lake City,
Utah
|
$62K
|
–
|
–
|
–
|
|
|
311
|
|
$61K
|
-$538K
|
-21,750
|
-90%
|
|
|
312
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$43K
|
–
|
–
|
–
|
|
|
313
|
ETrade Capital Management
Arlington,
Virginia
|
$38K
|
+$2.6K
|
+105
|
+7%
|
|
|
314
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$37K
|
+$8.28K
|
+335
|
+28%
|
|
|
315
|
MSI Financial Services
Springfield,
Massachusetts
|
$36K
|
+$21.9K
|
+885
|
+157%
|
|
|
316
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$31.6K
|
+$1.58M
|
+63,860
|
+5%
|
|
|
317
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$31K
|
–
|
–
|
–
|
|
|
318
|
Private Trust Company
Cleveland,
Ohio
|
$28K
|
–
|
–
|
–
|
|
|
319
|
Huntington National Bank
Columbus,
Ohio
|
$24K
|
-$9.51K
|
-385
|
-28%
|
|
|
320
|
|
$23K
|
–
|
–
|
–
|
|
|
321
|
Stifel Trust
St. Louis,
Missouri
|
$23K
|
–
|
–
|
–
|
|
|
322
|
Evercore Wealth Management
New York
|
$23K
|
+$22.9K
|
+925
|
New
|
|
|
323
|
OFI Advisors
Philadelphia,
Pennsylvania
|
$21K
|
-$1.61K
|
-65
|
-7%
|
|
|
324
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$15K
|
+$15.4K
|
+625
|
New
|
|
|
325
|
QCI Asset Management
Pittsford,
New York
|
$14K
|
–
|
–
|
–
|
|
