|
1
|
American Research & Management Company
Marion,
Massachusetts
|
$4.24M
|
-$12.5K
|
-500
|
-0.3%
|
|
|
2
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$1.7M
|
-$20.1K
|
-800
|
-1%
|
|
|
3
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$1.52M
|
-$37.5K
|
-1,496
|
-2%
|
|
|
4
|
|
$1.47M
|
–
|
–
|
–
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$579K
|
+$5.77K
|
+230
|
+1%
|
|
|
6
|
Calvert Investment Management
Bethesda,
Maryland
|
$388K
|
+$55.2K
|
+2,200
|
+17%
|
|
|
7
|
ARS Investment Partners
New York
|
$379K
|
-$37.6K
|
-1,500
|
-9%
|
|
|
8
|
M&R Capital Management
Summit,
New Jersey
|
$291K
|
–
|
–
|
–
|
|
|
9
|
Private Trust Company
Cleveland,
Ohio
|
$291K
|
–
|
–
|
–
|
|
|
10
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$252K
|
–
|
–
|
–
|
|
|
11
|
Benchmark Capital Advisors
New York
|
$246K
|
+$25.1K
|
+1,000
|
+11%
|
|
|
12
|
Reilly Financial Advisors
La Mesa,
California
|
$208K
|
+$251
|
+10
|
+0.1%
|
|
|
13
|
|
$204K
|
+$202K
|
+8,050
|
New
|
|
|
14
|
Joel Isaacson & Co
New York
|
$63K
|
–
|
–
|
–
|
|
|
15
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$51K
|
–
|
–
|
–
|
|
|
16
|
Highlander Capital Management
Short Hills,
New Jersey
|
$32K
|
–
|
–
|
–
|
|
|
17
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$26K
|
+$25.8K
|
+1,030
|
New
|
|
|
18
|
Monroe Bank & Trust
Monroe,
Michigan
|
$25K
|
+$25.1K
|
+1,000
|
New
|
|
|
19
|
McGlinn Capital Management
Wyomissing,
Pennsylvania
|
$10K
|
–
|
–
|
–
|
|
|
20
|
Estabrook Capital Management
New York
|
$2.03K
|
–
|
–
|
–
|
|
|
21
|
Essex Financial Services
Essex,
Connecticut
|
–
|
-$262K
|
-10,505
|
Closed
|
|
