|
1
|
American Research & Management Company
Marion,
Massachusetts
|
$4.29M
|
+$121K
|
+4,750
|
+3%
|
|
|
2
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$1.5M
|
-$20.3K
|
-797
|
-1%
|
|
|
3
|
|
$1.44M
|
-$40.8K
|
-1,600
|
-3%
|
|
|
4
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$1.26M
|
-$275K
|
-10,800
|
-18%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$741K
|
+$74.9K
|
+2,939
|
+11%
|
|
|
6
|
M&R Capital Management
Summit,
New Jersey
|
$294K
|
–
|
–
|
–
|
|
|
7
|
ARS Investment Partners
New York
|
$287K
|
–
|
–
|
–
|
|
|
8
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$255K
|
–
|
–
|
–
|
|
|
9
|
Benchmark Capital Advisors
New York
|
$248K
|
–
|
–
|
–
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$214K
|
–
|
–
|
–
|
|
|
11
|
Reilly Financial Advisors
La Mesa,
California
|
$210K
|
+$255
|
+10
|
+0.1%
|
|
|
12
|
Crosspoint Capital Strategies
Orinda,
California
|
$128K
|
+$127K
|
+5,000
|
New
|
|
|
13
|
Joel Isaacson & Co
New York
|
$64K
|
+$63.7K
|
+2,500
|
New
|
|
|
14
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$51K
|
–
|
–
|
–
|
|
|
15
|
Highlander Capital Management
Short Hills,
New Jersey
|
$32K
|
+$6.37K
|
+250
|
+25%
|
|
|
16
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$26K
|
-$764
|
-30
|
-3%
|
|
|
17
|
Karp Capital Management
Sausalito,
California
|
$18K
|
–
|
–
|
–
|
|
|
18
|
Brookstone Capital Management
Wheaton,
Illinois
|
$13K
|
–
|
–
|
–
|
|
|
19
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$4K
|
+$4.46K
|
+175
|
New
|
|
|
20
|
Estabrook Capital Management
New York
|
$2.05K
|
–
|
–
|
–
|
|
|
21
|
|
–
|
-$204K
|
-8,050
|
Closed
|
|
|
22
|
Monroe Bank & Trust
Monroe,
Michigan
|
–
|
-$25K
|
-1,000
|
Closed
|
|
