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September 2008
|
Clover Capital Management, Inc.
|
Federated Investors, Inc.
|
IA / MF
|
|
|
September 2008
|
Capital Financial Group, Inc. / H. Beck, Inc.
|
Securian Financial Group, Inc.
|
SEC
|
|
|
August 2008
|
Brecek & Young Advisors, Inc. (Securitiy Benefit Corporation)
|
Securities America Financial Corporation (Amerprise Financial, Inc.)
|
SEC
|
|
|
August 2008
|
Merganser Capital Management LP
|
Annaly Capital Management, Inc.
|
IA
|
|
|
July 2008
|
Harding Loevner LLC
|
Affiliated Managers Group, Inc.
|
IA / MF
|
|
|
June 2008
|
Proxima Alfa Investment (USA) LLC - The Nayan Team
|
Nomura Asset Management U.S.A. Inc.
|
IA / HF
|
|
|
June 2008
|
Lau Associates LLC and Lau Professional Services LLC (JNJ Holdings LLC)
|
Bryn Mawr Bank Corporation
|
WM
|
|
|
May 2008
|
Financial Management Advisors, LLC (FMA)
|
First Western Investment Management, Inc.
|
IA
|
|
|
April 2008
|
David J. Greene & Company, LLC
|
Lehman Brothers
|
IA / WM
|
|
|
February 2008
|
RAA Wealth Management, LLC (E*Trade Financial Corporation)
|
PHH Investments, Ltd
|
WM
|
|
|
January 2008
|
Forest Investment Associates, Inc.
|
Management
|
RE
|
|
|
January 2008
|
Inlign Wealth Management
|
GenSpring Family Offices, LLC (formerly Asset Management Advisors)
|
WM
|
|