|
501
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
–
|
-$204K
|
-5,933
|
Closed
|
|
|
502
|
Geneva Advisors
Chicago,
Illinois
|
–
|
-$204K
|
-5,920
|
Closed
|
|
|
503
|
Regions Financial Corp
Birmingham,
Alabama
|
–
|
-$204K
|
-5,920
|
Closed
|
|
|
504
|
Braun Stacey Associates
New York
|
–
|
-$200K
|
-5,800
|
Closed
|
|
|
505
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
–
|
-$133K
|
-3,860
|
Closed
|
|
|
506
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
–
|
-$78K
|
-2,276
|
Closed
|
|
|
507
|
PartnerRe Asset Management
Greenwich,
Connecticut
|
–
|
-$70K
|
-2,024
|
Closed
|
|
|
508
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
–
|
-$61K
|
-1,783
|
Closed
|
|
|
509
|
Holt Capital Partners
Fort Worth,
Texas
|
–
|
-$58K
|
-1,690
|
Closed
|
|
|
510
|
|
–
|
-$52K
|
-1,497
|
Closed
|
|
|
511
|
Rockefeller Financial Services
New York
|
–
|
-$37K
|
-1,073
|
Closed
|
|
|
512
|
Ipswich Investment Management
Beverly,
Massachusetts
|
–
|
-$20K
|
-1,050
|
Closed
|
|
|
513
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$25.5K
|
-1,050
|
Closed
|
|
|
514
|
Grove Bank & Trust
Miami,
Florida
|
–
|
-$34K
|
-1,000
|
Closed
|
|
|
515
|
North Star Investment Management
Chicago,
Illinois
|
–
|
-$24K
|
-700
|
Closed
|
|
|
516
|
|
–
|
-$23K
|
-675
|
Closed
|
|
|
517
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
–
|
-$22K
|
-635
|
Closed
|
|
|
518
|
Park Circle Company
Baltimore,
Maryland
|
–
|
-$21K
|
-600
|
Closed
|
|
|
519
|
Armbruster Capital Management
Pittsford,
New York
|
–
|
-$14K
|
-400
|
Closed
|
|
|
520
|
ClariVest Asset Management
San Diego,
California
|
–
|
-$9K
|
-251
|
Closed
|
|
|
521
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
–
|
-$9K
|
-250
|
Closed
|
|
|
522
|
Clean Yield Group
Norwich,
Vermont
|
–
|
-$6K
|
-217
|
Closed
|
|
|
523
|
PineBridge Investments
New York
|
–
|
-$6K
|
-187
|
Closed
|
|
|
524
|
Gradient Investments
Arden Hills,
Minnesota
|
–
|
-$6K
|
-185
|
Closed
|
|
|
525
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
–
|
-$4K
|
-140
|
Closed
|
|
