|
September 2004
|
Providence Group Investment Advisory Co.
|
Mellon Financial Corporation
|
WM
|
|
|
June 2004
|
Janus Capital Group Inc. / Bay Isle Private Client Asset Management division
|
First Republic Bank
|
WM
|
|
|
June 2004
|
Lydian Trust Company (Lydian Wealth Management Company LLC)
|
Windermere Investment Associates Inc.
|
WM
|
|
|
April 2004
|
Grant, Tani, Barash & Altman
|
Wilmington Trust Corporation
|
WM
|
|