|
1
|
|
$12.6M
|
+$925K
|
+39,200
|
+8%
|
|
|
2
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$3.55M
|
-$120K
|
-5,075
|
-3%
|
|
|
3
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$2.42M
|
+$23.6K
|
+1,000
|
+1%
|
|
|
4
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.33M
|
-$23.2K
|
-984
|
-1%
|
|
|
5
|
Windsor Financial Group
Minneapolis,
Minnesota
|
$1.38M
|
+$81.4K
|
+3,450
|
+6%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$1.31M
|
+$72.9K
|
+3,088
|
+6%
|
|
|
7
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$1.22M
|
-$470K
|
-19,900
|
-27%
|
|
|
8
|
Gerald L. Ray & Associates
Dallas,
Texas
|
$1.01M
|
-$47.2K
|
-2,000
|
-4%
|
|
|
9
|
Benchmark Capital Advisors
New York
|
$625K
|
–
|
–
|
–
|
|
|
10
|
Strategy Asset Managers
Pasadena,
California
|
$292K
|
+$301K
|
+12,770
|
New
|
|
|
11
|
FBL Investment Management Services
West Des Moines,
Iowa
|
$275K
|
–
|
–
|
–
|
|
|
12
|
KCM Investment Advisors
Greenbrae,
California
|
$239K
|
–
|
–
|
–
|
|
|
13
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$229K
|
+$61.6K
|
+2,609
|
+35%
|
|
|
14
|
Seizert Capital Partners
Birmingham,
Michigan
|
$206K
|
-$12.1K
|
-514
|
-5%
|
|
|
15
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$25K
|
–
|
–
|
–
|
|
|
16
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$18K
|
+$18.9K
|
+800
|
New
|
|
|
17
|
Estabrook Capital Management
New York
|
$9.16K
|
–
|
–
|
–
|
|
|
18
|
Highlander Capital Management
Short Hills,
New Jersey
|
$6K
|
–
|
–
|
–
|
|
|
19
|
Huntington National Bank
Columbus,
Ohio
|
–
|
-$589K
|
-24,639
|
Closed
|
|
|
20
|
King Wealth Management Group
Naples,
Florida
|
–
|
-$568K
|
-23,749
|
Closed
|
|
