|
1
|
Roosevelt Investment Group
New York
|
$2.54M
|
+$935K
|
+37,275
|
+59%
|
|
|
2
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$2.35M
|
-$11.7K
|
-465
|
-0.5%
|
|
|
3
|
Banta Asset Management
Newport Beach,
California
|
$1.62M
|
+$72.7K
|
+2,899
|
+5%
|
|
|
4
|
Maryland Capital Management
Towson,
Maryland
|
$1.56M
|
-$28.1K
|
-1,120
|
-2%
|
|
|
5
|
Windsor Financial Group
Minneapolis,
Minnesota
|
$1.46M
|
-$17.6K
|
-700
|
-1%
|
|
|
6
|
Mid Continent Capital
Chicago,
Illinois
|
$1.04M
|
-$55.8K
|
-2,225
|
-5%
|
|
|
7
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$858K
|
+$607K
|
+24,200
|
+244%
|
|
|
8
|
American Research & Management Company
Marion,
Massachusetts
|
$626K
|
–
|
–
|
–
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$594K
|
+$187K
|
+7,471
|
+46%
|
|
|
10
|
|
$379K
|
–
|
–
|
–
|
|
|
11
|
Huntington National Bank
Columbus,
Ohio
|
$316K
|
+$315K
|
+12,550
|
New
|
|
|
12
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$294K
|
–
|
–
|
–
|
|
|
13
|
Barnett & Company
Chattanooga,
Tennessee
|
$213K
|
-$11.3K
|
-450
|
-5%
|
|
|
14
|
Cypress Asset Management
Houston,
Texas
|
$201K
|
-$15.1K
|
-600
|
-7%
|
|
|
15
|
Highlander Capital Management
Short Hills,
New Jersey
|
$59.1K
|
–
|
–
|
–
|
|
|
16
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$17K
|
–
|
–
|
–
|
|
|
17
|
CapWealth Advisors
Franklin,
Tennessee
|
$10K
|
–
|
–
|
–
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
–
|
-$1.65M
|
-66,415
|
Closed
|
|
|
19
|
North Star Investment Management
Chicago,
Illinois
|
–
|
-$1.47M
|
-58,890
|
Closed
|
|
|
20
|
Payden & Rygel
Los Angeles,
California
|
–
|
-$80K
|
-3,200
|
Closed
|
|
|
21
|
Trust Company of Vermont
Brattleboro,
Vermont
|
–
|
-$10K
|
-400
|
Closed
|
|
