|
1
|
|
$2.49M
|
-$948K
|
-52,592
|
-28%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.21M
|
-$180K
|
-10,000
|
-13%
|
|
|
3
|
|
$1.06M
|
-$58K
|
-3,220
|
-5%
|
|
|
4
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$829K
|
-$108K
|
-5,968
|
-12%
|
|
|
5
|
Suntrust Banks
Atlanta,
Georgia
|
$692K
|
–
|
–
|
–
|
|
|
6
|
|
$619K
|
+$290K
|
+16,060
|
+88%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$605K
|
–
|
–
|
–
|
|
|
8
|
Chicago Trust
Grayslake,
Illinois
|
$479K
|
+$465K
|
+25,809
|
New
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$465K
|
-$2.38M
|
-132,052
|
-84%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$431K
|
-$115K
|
-6,365
|
-22%
|
|
|
11
|
TIAA CREF Trust
St Louis,
Missouri
|
$323K
|
-$152K
|
-8,426
|
-33%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$316K
|
+$1.39K
|
+77
|
+0.5%
|
|
|
13
|
Palisade Capital Management
Fort Lee,
New Jersey
|
$313K
|
–
|
–
|
–
|
|
|
14
|
Edge Wealth Management
New York
|
$242K
|
–
|
–
|
–
|
|
|
15
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$227K
|
–
|
–
|
–
|
|
|
16
|
Williams Jones & Associates
New York
|
$188K
|
–
|
–
|
–
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$188K
|
+$103K
|
+5,735
|
+130%
|
|
|
18
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$160K
|
+$155K
|
+8,603
|
New
|
|
|
19
|
Acadian Asset Management
Boston,
Massachusetts
|
$126K
|
+$122K
|
+6,772
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$97K
|
-$7.79K
|
-432
|
-8%
|
|
|
21
|
Tortoise Investment Management
White Plains,
New York
|
$40K
|
–
|
–
|
–
|
|
|
22
|
American International Group
New York
|
$10.6K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5K
|
–
|
–
|
–
|
|
|
24
|
Diversified Trust
Memphis,
Tennessee
|
–
|
-$860K
|
-49,180
|
Closed
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$203K
|
-11,598
|
Closed
|
|
