|
1
|
Maryland Capital Management
Towson,
Maryland
|
$1.25M
|
-$132K
|
-5,095
|
-9%
|
|
|
2
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$888K
|
+$154K
|
+5,975
|
+21%
|
|
|
3
|
Mid Continent Capital
Chicago,
Illinois
|
$742K
|
–
|
–
|
–
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$532K
|
-$10.1K
|
-390
|
-2%
|
|
|
5
|
Roosevelt Investment Group
New York
|
$421K
|
-$1.78M
|
-68,725
|
-80%
|
|
|
6
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$290K
|
–
|
–
|
–
|
|
|
7
|
American Research & Management Company
Marion,
Massachusetts
|
$125K
|
-$597K
|
-23,100
|
-82%
|
|
|
8
|
Brookstone Capital Management
Wheaton,
Illinois
|
$50K
|
+$51.7K
|
+2,000
|
New
|
|
|
9
|
Highlander Capital Management
Short Hills,
New Jersey
|
$49K
|
-$10.3K
|
-400
|
-17%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$26K
|
–
|
–
|
–
|
|
|
11
|
Risk Paradigm Group
Austin,
Texas
|
$10K
|
–
|
–
|
–
|
|
|
12
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
–
|
-$2.36M
|
-90,976
|
Closed
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
–
|
-$2.11M
|
-81,311
|
Closed
|
|
|
14
|
Banta Asset Management
Newport Beach,
California
|
–
|
-$1.52M
|
-58,833
|
Closed
|
|
|
15
|
Windsor Financial Group
Minneapolis,
Minnesota
|
–
|
-$1.49M
|
-57,475
|
Closed
|
|
|
16
|
Mengis Capital Management
Portland,
Oregon
|
–
|
-$463K
|
-17,876
|
Closed
|
|
|
17
|
|
–
|
-$369K
|
-14,225
|
Closed
|
|
|
18
|
Calvert Investment Management
Bethesda,
Maryland
|
–
|
-$207K
|
-8,000
|
Closed
|
|
|
19
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
–
|
-$196K
|
-7,601
|
Closed
|
|
|
20
|
CapWealth Advisors
Franklin,
Tennessee
|
–
|
-$10K
|
-400
|
Closed
|
|
|
21
|
Karp Capital Management
Sausalito,
California
|
–
|
-$8K
|
-300
|
Closed
|
|
|
22
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$5K
|
-200
|
Closed
|
|
