|
1
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$2.33M
|
-$97K
|
-3,912
|
-4%
|
|
|
2
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.65M
|
+$45.9K
|
+1,850
|
+3%
|
|
|
3
|
Roosevelt Investment Group
New York
|
$1.59M
|
+$969K
|
+39,075
|
+159%
|
|
|
4
|
Maryland Capital Management
Towson,
Maryland
|
$1.57M
|
-$85.6K
|
-3,450
|
-5%
|
|
|
5
|
Banta Asset Management
Newport Beach,
California
|
$1.53M
|
+$1.53M
|
+61,500
|
New
|
|
|
6
|
North Star Investment Management
Chicago,
Illinois
|
$1.47M
|
+$438K
|
+17,675
|
+43%
|
|
|
7
|
Windsor Financial Group
Minneapolis,
Minnesota
|
$1.46M
|
–
|
–
|
–
|
|
|
8
|
Mid Continent Capital
Chicago,
Illinois
|
$1.09M
|
-$129K
|
-5,200
|
-11%
|
|
|
9
|
American Research & Management Company
Marion,
Massachusetts
|
$620K
|
-$24.8K
|
-1,000
|
-4%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$402K
|
+$333K
|
+13,443
|
+494%
|
|
|
11
|
|
$374K
|
–
|
–
|
–
|
|
|
12
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$291K
|
–
|
–
|
–
|
|
|
13
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$247K
|
+$246K
|
+9,925
|
New
|
|
|
14
|
Barnett & Company
Chattanooga,
Tennessee
|
$222K
|
-$39.7K
|
-1,600
|
-15%
|
|
|
15
|
Cypress Asset Management
Houston,
Texas
|
$214K
|
–
|
–
|
–
|
|
|
16
|
Payden & Rygel
Los Angeles,
California
|
$80K
|
+$79.4K
|
+3,200
|
New
|
|
|
17
|
Highlander Capital Management
Short Hills,
New Jersey
|
$58.5K
|
–
|
–
|
–
|
|
|
18
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$17K
|
–
|
–
|
–
|
|
|
19
|
CapWealth Advisors
Franklin,
Tennessee
|
$10K
|
–
|
–
|
–
|
|
|
20
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$10K
|
+$9.92K
|
+400
|
New
|
|
|
21
|
KCM Investment Advisors
Greenbrae,
California
|
–
|
-$297K
|
-11,948
|
Closed
|
|
|
22
|
Regent Investment Management
Louisville,
Kentucky
|
–
|
-$200K
|
-8,043
|
Closed
|
|
|
23
|
Westport Resources Management
Westport,
Connecticut
|
–
|
-$3K
|
-120
|
Closed
|
|
