|
26
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$440K
|
-$84K
|
-598
|
-16%
|
|
|
27
|
Texas Capital Bancshares
Dallas,
Texas
|
$432K
|
-$26K
|
-183
|
-6%
|
|
|
28
|
Genesee Valley Trust
Pittsford,
New York
|
$432K
|
-$2.67K
|
-19
|
-0.6%
|
|
|
29
|
City National Bank
Beverly Hills,
Delaware
|
$415K
|
+$415K
|
+2,952
|
New
|
|
|
30
|
Curi RMB Capital
Chicago,
Illinois
|
$391K
|
-$73.1K
|
-520
|
-16%
|
|
|
31
|
GlobalBridge
Minneapolis,
Minnesota
|
$335K
|
-$73.7K
|
-519
|
-18%
|
|
|
32
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$325K
|
+$325K
|
+2,289
|
New
|
|
|
33
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$284K
|
-$184K
|
-1,310
|
-39%
|
|
|
34
|
Oak Ridge Investments
Chicago,
Illinois
|
$217K
|
+$217K
|
+1,543
|
New
|
|
|
35
|
Asset Advisors Corp
Augusta,
Georgia
|
$142K
|
–
|
–
|
–
|
|
|
36
|
Private Trust Company
Cleveland,
Ohio
|
$79K
|
–
|
–
|
–
|
|
|
37
|
Elite Wealth Management
Kirkland,
Washington
|
$69K
|
+$26.6K
|
+188
|
+63%
|
|
|
38
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$57K
|
+$57K
|
+400
|
New
|
|
|
39
|
Hexavest
Montreal,
Quebec, Canada
|
$41K
|
–
|
–
|
–
|
|
|
40
|
Nelson Capital Management
Menlo Park,
California
|
$11K
|
–
|
–
|
–
|
|
|
41
|
Zions Trust National Association
Salt Lake City,
Utah
|
$8K
|
+$8K
|
+60
|
New
|
|
|
42
|
Reilly Financial Advisors
La Mesa,
California
|
$6K
|
–
|
–
|
–
|
|
|
43
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
44
|
Tocqueville Asset Management
New York
|
–
|
-$4.07M
|
-34,521
|
Closed
|
|
|
45
|
Howe & Rusling
Rochester,
New York
|
–
|
-$54K
|
-453
|
Closed
|
|
