|
401
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$109K
|
–
|
–
|
–
|
|
|
402
|
Old Mutual Customised Solutions
Pinelands,
South Africa
|
$107K
|
-$35.6K
|
-600
|
-23%
|
|
|
403
|
Veritas Investment Management
London,
United Kingdom
|
$107K
|
–
|
–
|
–
|
|
|
404
|
Partnervest Advisory Services
Santa Barbara,
California
|
$103K
|
+$115K
|
+1,932
|
New
|
|
|
405
|
NuWave Investment Management
Parsippany,
New Jersey
|
$100K
|
+$110K
|
+1,860
|
New
|
|
|
406
|
Creative Planning
Overland Park,
Kansas
|
$90K
|
+$10.1K
|
+170
|
+11%
|
|
|
407
|
Index Management Solutions
Philadelphia,
Pennsylvania
|
$86K
|
-$7.12K
|
-120
|
-7%
|
|
|
408
|
Endex Capital Management
Overland Park,
Kansas
|
$84K
|
–
|
–
|
–
|
|
|
409
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$83K
|
-$12.3K
|
-207
|
-12%
|
|
|
410
|
Optimum Investment Advisors
Chicago,
Illinois
|
$80K
|
–
|
–
|
–
|
|
|
411
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$75K
|
+$534
|
+9
|
+0.6%
|
|
|
412
|
Guardian Investor Services
New York
|
$65K
|
-$2.91K
|
-49
|
-4%
|
|
|
413
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$57K
|
+$25.6K
|
+432
|
+69%
|
|
|
414
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$57K
|
+$62.8K
|
+1,058
|
New
|
|
|
415
|
Brown Advisory
Baltimore,
Maryland
|
$57K
|
+$63.2K
|
+1,065
|
New
|
|
|
416
|
Whittier Trust
South Pasadena,
California
|
$55K
|
–
|
–
|
–
|
|
|
417
|
MSI Financial Services
Springfield,
Massachusetts
|
$55K
|
+$53.4K
|
+900
|
+672%
|
|
|
418
|
D.A. Davidson & Co
Great Falls,
Montana
|
$54K
|
+$2.37K
|
+40
|
+4%
|
|
|
419
|
Guardian Life Insurance
New York
|
$46K
|
-$61.6K
|
-1,038
|
-55%
|
|
|
420
|
Arrow Financial
Glens Falls,
New York
|
$35K
|
–
|
–
|
–
|
|
|
421
|
CapWealth Advisors
Franklin,
Tennessee
|
$27K
|
-$4.27K
|
-72
|
-13%
|
|
|
422
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$27K
|
–
|
–
|
–
|
|
|
423
|
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
$27K
|
+$29.8K
|
+502
|
New
|
|
|
424
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$24K
|
-$142K
|
-2,390
|
-84%
|
|
|
425
|
Private Trust Company
Cleveland,
Ohio
|
$24K
|
–
|
–
|
–
|
|
