|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.68M
|
+$1.6M
|
+89,251
|
+881%
|
|
|
2
|
|
$1.64M
|
-$664K
|
-37,093
|
-28%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.1M
|
–
|
–
|
–
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$888K
|
+$492K
|
+27,505
|
+110%
|
|
|
5
|
|
$879K
|
-$89.4K
|
-5,000
|
-9%
|
|
|
6
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$687K
|
-$71.6K
|
-4,000
|
-9%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$673K
|
+$297K
|
+16,606
|
+72%
|
|
|
8
|
Oppenheimer & Co
New York
|
$644K
|
+$681K
|
+38,064
|
New
|
|
|
9
|
Suntrust Banks
Atlanta,
Georgia
|
$630K
|
–
|
–
|
–
|
|
|
10
|
|
$582K
|
–
|
–
|
–
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$551K
|
–
|
–
|
–
|
|
|
12
|
Chicago Trust
Grayslake,
Illinois
|
$436K
|
–
|
–
|
–
|
|
|
13
|
TIAA CREF Trust
St Louis,
Missouri
|
$294K
|
–
|
–
|
–
|
|
|
14
|
American Asset Management
Boca Raton,
Florida
|
$291K
|
+$308K
|
+17,206
|
New
|
|
|
15
|
Bank of New York Mellon
New York
|
$291K
|
+$308K
|
+17,206
|
New
|
|
|
16
|
Palisade Capital Management
Fort Lee,
New Jersey
|
$237K
|
-$51.2K
|
-2,862
|
-17%
|
|
|
17
|
Edge Wealth Management
New York
|
$220K
|
–
|
–
|
–
|
|
|
18
|
Cowen Prime Advisors
New York
|
$218K
|
+$231K
|
+12,904
|
New
|
|
|
19
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$207K
|
–
|
–
|
–
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$192K
|
-$101K
|
-5,666
|
-33%
|
|
|
21
|
Williams Jones & Associates
New York
|
$172K
|
–
|
–
|
–
|
|
|
22
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$145K
|
–
|
–
|
–
|
|
|
23
|
Acadian Asset Management
Boston,
Massachusetts
|
$114K
|
–
|
–
|
–
|
|
|
24
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$97K
|
+$103K
|
+5,736
|
New
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$83K
|
-$5.54K
|
-310
|
-6%
|
|
