|
1
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$2.43M
|
+$461K
|
+18,499
|
+23%
|
|
|
2
|
Maryland Capital Management
Towson,
Maryland
|
$1.65M
|
-$152K
|
-6,100
|
-8%
|
|
|
3
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.61M
|
+$1.21M
|
+48,570
|
+304%
|
|
|
4
|
Windsor Financial Group
Minneapolis,
Minnesota
|
$1.46M
|
-$87.2K
|
-3,500
|
-6%
|
|
|
5
|
Mid Continent Capital
Chicago,
Illinois
|
$1.22M
|
-$42.4K
|
-1,700
|
-3%
|
|
|
6
|
North Star Investment Management
Chicago,
Illinois
|
$1.03M
|
–
|
–
|
–
|
|
|
7
|
American Research & Management Company
Marion,
Massachusetts
|
$645K
|
+$15K
|
+600
|
+2%
|
|
|
8
|
Roosevelt Investment Group
New York
|
$612K
|
+$34.3K
|
+1,375
|
+6%
|
|
|
9
|
|
$374K
|
+$84.7K
|
+3,400
|
+29%
|
|
|
10
|
KCM Investment Advisors
Greenbrae,
California
|
$297K
|
-$33K
|
-1,324
|
-10%
|
|
|
11
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$291K
|
–
|
–
|
–
|
|
|
12
|
Barnett & Company
Chattanooga,
Tennessee
|
$261K
|
-$15K
|
-600
|
-5%
|
|
|
13
|
Cypress Asset Management
Houston,
Texas
|
$214K
|
–
|
–
|
–
|
|
|
14
|
Regent Investment Management
Louisville,
Kentucky
|
$200K
|
-$3.56K
|
-143
|
-2%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$68K
|
-$15.6K
|
-628
|
-19%
|
|
|
16
|
Highlander Capital Management
Short Hills,
New Jersey
|
$58.5K
|
–
|
–
|
–
|
|
|
17
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$17K
|
–
|
–
|
–
|
|
|
18
|
CapWealth Advisors
Franklin,
Tennessee
|
$10K
|
–
|
–
|
–
|
|
|
19
|
Westport Resources Management
Westport,
Connecticut
|
$3K
|
+$2.99K
|
+120
|
New
|
|
|
20
|
Zions Trust National Association
Salt Lake City,
Utah
|
–
|
-$126K
|
-5,000
|
Closed
|
|
|
21
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
–
|
-$8K
|
-300
|
Closed
|
|
