|
51
|
Jennison Associates
New York
|
$312K
|
+$271K
|
+8,086
|
New
|
|
|
52
|
Independence Trust
Franklin,
Tennessee
|
$310K
|
+$9.71K
|
+290
|
+4%
|
|
|
53
|
Wells Fargo
San Francisco,
California
|
$217K
|
+$145K
|
+4,316
|
+327%
|
|
|
54
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$216K
|
+$188K
|
+5,602
|
New
|
|
|
55
|
|
$214K
|
+$24.4K
|
+728
|
+15%
|
|
|
56
|
Credit Suisse
Zurich,
Switzerland
|
$202K
|
-$234K
|
-6,980
|
-57%
|
|
|
57
|
|
$165K
|
-$1K
|
-30
|
-0.7%
|
|
|
58
|
Creative Planning
Overland Park,
Kansas
|
$154K
|
+$134K
|
+4,000
|
New
|
|
|
59
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$143K
|
-$10K
|
-300
|
-8%
|
|
|
60
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$97K
|
+$1.21K
|
+36
|
+1%
|
|
|
61
|
|
$91K
|
–
|
–
|
–
|
|
|
62
|
Rockefeller Financial Services
New York
|
$65K
|
–
|
–
|
–
|
|
|
63
|
First Horizon Advisors
Memphis,
Tennessee
|
$59K
|
–
|
–
|
–
|
|
|
64
|
Central Trust Company
Jefferson City,
Missouri
|
$47K
|
–
|
–
|
–
|
|
|
65
|
Ameriprise
Minneapolis,
Minnesota
|
$44K
|
+$38.2K
|
+1,140
|
New
|
|
|
66
|
TCI Wealth Advisors
Tucson,
Arizona
|
$39K
|
–
|
–
|
–
|
|
|
67
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25K
|
+$21.4K
|
+638
|
New
|
|
|
68
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$23K
|
–
|
–
|
–
|
|
|
69
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2K
|
+$2.14K
|
+64
|
New
|
|
|
70
|
Forward Management
San Francisco,
California
|
–
|
-$8.69M
|
-280,000
|
Closed
|
|
|
71
|
Kayne Anderson Capital Advisors
Los Angeles,
California
|
–
|
-$6.21M
|
-200,000
|
Closed
|
|
|
72
|
Putnam Investments
Boston,
Massachusetts
|
–
|
-$4.13M
|
-133,188
|
Closed
|
|
|
73
|
California Public Employees Retirement System
Sacramento,
California
|
–
|
-$735K
|
-23,836
|
Closed
|
|
|
74
|
TFS Capital
West Chester,
Pennsylvania
|
–
|
-$407K
|
-13,100
|
Closed
|
|
|
75
|
PEAK6 Group
Chicago,
Illinois
|
–
|
-$420K
|
-12,540
|
Closed
|
|
