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June 2008
|
Lau Associates LLC and Lau Professional Services LLC (JNJ Holdings LLC)
|
Bryn Mawr Bank Corporation
|
WM
|
|
|
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
|
Inlign Wealth Management
|
GenSpring Family Offices, LLC (formerly Asset Management Advisors)
|
WM
|
|