|
1
|
|
$9.95M
|
+$207K
|
+8,650
|
+2%
|
|
|
2
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$5.17M
|
-$1.03M
|
-42,980
|
-16%
|
|
|
3
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$2.14M
|
-$13.5K
|
-565
|
-0.6%
|
|
|
4
|
FBL Investment Management Services
West Des Moines,
Iowa
|
$1.38M
|
–
|
–
|
–
|
|
|
5
|
Windsor Financial Group
Minneapolis,
Minnesota
|
$919K
|
+$50.2K
|
+2,100
|
+6%
|
|
|
6
|
Benchmark Capital Advisors
New York
|
$674K
|
-$23.9K
|
-1,000
|
-3%
|
|
|
7
|
Gerald L. Ray & Associates
Dallas,
Texas
|
$651K
|
+$47.8K
|
+2,000
|
+8%
|
|
|
8
|
WesBanco Bank
Wheeling,
West Virginia
|
$404K
|
–
|
–
|
–
|
|
|
9
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$325K
|
–
|
–
|
–
|
|
|
10
|
Strategy Asset Managers
Pasadena,
California
|
$308K
|
+$406
|
+17
|
+0.1%
|
|
|
11
|
Seizert Capital Partners
Birmingham,
Michigan
|
$293K
|
–
|
–
|
–
|
|
|
12
|
Graybill Wealth Management
Elmhurst,
Illinois
|
$290K
|
+$5.26K
|
+220
|
+2%
|
|
|
13
|
KCM Investment Advisors
Greenbrae,
California
|
$227K
|
-$16.7K
|
-700
|
-7%
|
|
|
14
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$26K
|
+$26.6K
|
+1,112
|
New
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$18K
|
–
|
–
|
–
|
|
|
16
|
Highlander Capital Management
Short Hills,
New Jersey
|
$5.75K
|
–
|
–
|
–
|
|
|
17
|
Tocqueville Asset Management
New York
|
–
|
-$845K
|
-34,742
|
Closed
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
–
|
-$242K
|
-9,950
|
Closed
|
|
|
19
|
San Francisco Sentry Investment Group
San Francisco,
California
|
–
|
-$5K
|
-200
|
Closed
|
|
