|
501
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$21K
|
–
|
–
|
–
|
|
|
502
|
Optimum Investment Advisors
Chicago,
Illinois
|
$20K
|
–
|
–
|
–
|
|
|
503
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$19K
|
+$19.1K
|
+220
|
New
|
|
|
504
|
Virtus Fund Advisers
Hartford,
Connecticut
|
$17K
|
-$129K
|
-1,484
|
-88%
|
|
|
505
|
Bollard Group
Boston,
Massachusetts
|
$17K
|
–
|
–
|
–
|
|
|
506
|
SpiderRock Trading
Chicago,
Illinois
|
$17K
|
–
|
–
|
–
|
|
|
507
|
American Asset Management
Boca Raton,
Florida
|
$17K
|
+$17.4K
|
+200
|
New
|
|
|
508
|
Evercore Wealth Management
New York
|
$14K
|
–
|
–
|
–
|
|
|
509
|
Regal Investment Advisors
Kentwood,
Michigan
|
$14K
|
–
|
–
|
–
|
|
|
510
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$13K
|
–
|
–
|
–
|
|
|
511
|
St. Johns Investment Management
Jacksonville,
Florida
|
$13K
|
–
|
–
|
–
|
|
|
512
|
Index Management Solutions
Philadelphia,
Pennsylvania
|
$12K
|
-$1.87M
|
-21,478
|
-99%
|
|
|
513
|
Gemmer Asset Management
Walnut Creek,
California
|
$12K
|
–
|
–
|
–
|
|
|
514
|
WhitTier Trust Company
Reno,
Nevada
|
$10K
|
-$2.44K
|
-28
|
-19%
|
|
|
515
|
|
$9K
|
-$14.3M
|
-164,678
|
-100%
|
|
|
516
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$9K
|
–
|
–
|
–
|
|
|
517
|
Reilly Financial Advisors
La Mesa,
California
|
$9K
|
–
|
–
|
–
|
|
|
518
|
Bessemer Group
Woodbridge,
New Jersey
|
$9K
|
+$8.7K
|
+100
|
New
|
|
|
519
|
Crosspoint Capital Strategies
Orinda,
California
|
$7K
|
–
|
–
|
–
|
|
|
520
|
Private Trust Company
Cleveland,
Ohio
|
$6K
|
+$870
|
+10
|
+16%
|
|
|
521
|
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
$6K
|
+$1.74K
|
+20
|
+50%
|
|
|
522
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$5K
|
–
|
–
|
–
|
|
|
523
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$5K
|
–
|
–
|
–
|
|
|
524
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$3K
|
-$609
|
-7
|
-15%
|
|
|
525
|
Fortaleza Asset Management
Chicago,
Illinois
|
$3K
|
–
|
–
|
–
|
|
