|
1
|
World Asset Management
Detroit,
Michigan
|
$4.75M
|
+$109K
|
+1,306
|
+2%
|
|
|
2
|
First National Trust
Hermitage,
Pennsylvania
|
$3.81M
|
–
|
–
|
–
|
|
|
3
|
Capital Insight Partners
Scottsdale,
Arizona
|
$2.87M
|
-$775K
|
-9,270
|
-21%
|
|
|
4
|
Tocqueville Asset Management
New York
|
$2.86M
|
+$89.9K
|
+1,075
|
+3%
|
|
|
5
|
|
$1.63M
|
-$13.5K
|
-160
|
-0.8%
|
|
|
6
|
American National Insurance
Galveston,
Texas
|
$1.36M
|
–
|
–
|
–
|
|
|
7
|
Mork Capital Management
Healdsburg,
California
|
$728K
|
–
|
–
|
–
|
|
|
8
|
North Star Asset Management
Neenah,
Wisconsin
|
$469K
|
–
|
–
|
–
|
|
|
9
|
SVB Wealth
Boston,
Massachusetts
|
$357K
|
+$11.8K
|
+140
|
+3%
|
|
|
10
|
First Bankers Trust
Louisville,
Kentucky
|
$293K
|
–
|
–
|
–
|
|
|
11
|
Commerce Bank
Kansas City,
Missouri
|
$288K
|
+$10.3K
|
+124
|
+4%
|
|
|
12
|
Sterling Capital Management
Charlotte,
North Carolina
|
$284K
|
+$284K
|
+3,401
|
New
|
|
|
13
|
Westport Resources Management
Westport,
Connecticut
|
$222K
|
–
|
–
|
–
|
|
|
14
|
Cadence Bank NA
Houston,
Texas
|
$208K
|
+$208K
|
+2,491
|
New
|
|
|
15
|
Auxier Asset Management
Aurora,
Oregon
|
$206K
|
+$206K
|
+2,459
|
New
|
|
|
16
|
Gerald L. Ray & Associates
Dallas,
Texas
|
$203K
|
+$203K
|
+2,429
|
New
|
|
|
17
|
WealthPLAN Partners
Omaha,
Nebraska
|
$104K
|
+$104K
|
+1,249
|
New
|
|
|
18
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$33K
|
–
|
–
|
–
|
|
|
19
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$30K
|
–
|
–
|
–
|
|
|
20
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$25K
|
–
|
–
|
–
|
|
|
21
|
Estabrook Capital Management
New York
|
$22.3K
|
–
|
–
|
–
|
|
|
22
|
Edge Wealth Management
New York
|
$21K
|
–
|
–
|
–
|
|
|
23
|
Lenox Wealth Advisors
New York
|
$21K
|
–
|
–
|
–
|
|
|
24
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$18K
|
+$18K
|
+216
|
New
|
|
|
25
|
Vigilant Capital Management
Portland,
Maine
|
$10K
|
–
|
–
|
–
|
|
