|
301
|
Evercore Wealth Management
New York
|
$24K
|
+$1.9K
|
+18
|
+9%
|
|
|
302
|
Mizuho Asset Management
Tokyo,
Japan
|
$22K
|
–
|
–
|
–
|
|
|
303
|
Shinko Asset Management Company
Tokyo,
Japan
|
$22K
|
–
|
–
|
–
|
|
|
304
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$22K
|
+$21.1K
|
+200
|
New
|
|
|
305
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$16K
|
+$9.5K
|
+90
|
+167%
|
|
|
306
|
Tocqueville Asset Management
New York
|
$14K
|
+$13.2K
|
+125
|
New
|
|
|
307
|
Central Trust Company
Jefferson City,
Missouri
|
$12K
|
+$5.28K
|
+50
|
+83%
|
|
|
308
|
Advisors Preferred
Rockville,
Maryland
|
$11.2K
|
+$10.9K
|
+103
|
New
|
|
|
309
|
Kanaly Trust
Houston,
Texas
|
$7K
|
–
|
–
|
–
|
|
|
310
|
SignatureFD
Atlanta,
Georgia
|
$7K
|
–
|
–
|
–
|
|
|
311
|
Bessemer Group
Woodbridge,
New Jersey
|
$5K
|
–
|
–
|
–
|
|
|
312
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
313
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$3K
|
–
|
–
|
–
|
|
|
314
|
MSI Financial Services
Springfield,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
315
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
316
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$2.08K
|
–
|
–
|
–
|
|
|
317
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$2K
|
+$317
|
+3
|
+19%
|
|
|
318
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$2K
|
+$1.58K
|
+15
|
New
|
|
|
319
|
Globeflex Capital
San Diego,
California
|
$1K
|
-$317
|
-3
|
-18%
|
|
|
320
|
New England Securities
New York
|
$1K
|
-$106
|
-1
|
-9%
|
|
|
321
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
322
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1K
|
–
|
–
|
–
|
|
|
323
|
Tompkins Financial
Ithaca,
New York
|
$1K
|
–
|
–
|
–
|
|
|
324
|
WealthTrust Fairport
Cleveland,
Ohio
|
$1K
|
+$1.06K
|
+10
|
New
|
|
|
325
|
Hellman & Friedman Investors V
George Town, Grand Cayman,
Cayman Islands
|
–
|
-$117M
|
-1,130,357
|
Closed
|
|
