|
1
|
World Asset Management
Detroit,
Michigan
|
$4.7M
|
+$335K
|
+4,355
|
+8%
|
|
|
2
|
First National Trust
Hermitage,
Pennsylvania
|
$3.5M
|
–
|
–
|
–
|
|
|
3
|
Tocqueville Asset Management
New York
|
$2.66M
|
+$33K
|
+430
|
+1%
|
|
|
4
|
|
$1.58M
|
+$102K
|
+1,330
|
+7%
|
|
|
5
|
Capital Insight Partners
Scottsdale,
Arizona
|
$1.51M
|
-$1.12M
|
-14,636
|
-43%
|
|
|
6
|
American National Insurance
Galveston,
Texas
|
$1.24M
|
–
|
–
|
–
|
|
|
7
|
North Star Asset Management
Neenah,
Wisconsin
|
$431K
|
–
|
–
|
–
|
|
|
8
|
SVB Wealth
Boston,
Massachusetts
|
$357K
|
–
|
–
|
–
|
|
|
9
|
First Bankers Trust
Louisville,
Kentucky
|
$269K
|
–
|
–
|
–
|
|
|
10
|
Commerce Bank
Kansas City,
Missouri
|
$256K
|
-$9.5K
|
-124
|
-4%
|
|
|
11
|
Advisor Partners
Walnut Creek,
California
|
$204K
|
+$204K
|
+2,662
|
New
|
|
|
12
|
Westport Resources Management
Westport,
Connecticut
|
$173K
|
-$30.8K
|
-400
|
-15%
|
|
|
13
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$30K
|
–
|
–
|
–
|
|
|
14
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$23K
|
–
|
–
|
–
|
|
|
15
|
Estabrook Capital Management
New York
|
$20.4K
|
–
|
–
|
–
|
|
|
16
|
Edge Wealth Management
New York
|
$19K
|
–
|
–
|
–
|
|
|
17
|
Lenox Wealth Advisors
New York
|
$19K
|
–
|
–
|
–
|
|
|
18
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$14K
|
-$12.7K
|
-171
|
-48%
|
|
|
19
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$11K
|
+$11K
|
+141
|
New
|
|
|
20
|
Central Trust Company
Jefferson City,
Missouri
|
$4K
|
–
|
–
|
–
|
|
|
21
|
Reilly Financial Advisors
La Mesa,
California
|
$4K
|
–
|
–
|
–
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
23
|
Sonora Investment Management
Tucson,
Arizona
|
$2.12K
|
+$2.12K
|
+30
|
New
|
|
|
24
|
Mork Capital Management
Healdsburg,
California
|
–
|
-$728K
|
-8,700
|
Closed
|
|
|
25
|
Sterling Capital Management
Charlotte,
North Carolina
|
–
|
-$284K
|
-3,401
|
Closed
|
|
