|
1
|
Bank of New York Mellon
New York
|
$140M
|
+$127K
|
+2,388
|
+0.1%
|
|
|
2
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$132M
|
+$3.55M
|
+66,750
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$112M
|
-$15.3M
|
-288,530
|
-12%
|
|
|
4
|
|
$39.4M
|
+$32.3M
|
+608,216
|
+530%
|
|
|
5
|
|
$35.4M
|
+$1.7M
|
+31,943
|
+5%
|
|
|
6
|
Wharton Business Group
Malvern,
Pennsylvania
|
$22.1M
|
-$245K
|
-4,616
|
-1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$11.2M
|
-$420K
|
-7,909
|
-4%
|
|
|
8
|
|
$11.1M
|
+$51.1K
|
+962
|
+0.5%
|
|
|
9
|
Financial Advisory Group
Houston,
Texas
|
$9.32M
|
+$296K
|
+5,566
|
+3%
|
|
|
10
|
|
$8.56M
|
-$4.06M
|
-76,478
|
-33%
|
|
|
11
|
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
|
$8.55M
|
–
|
–
|
–
|
|
|
12
|
Richard C. Young & Co
Newport,
Rhode Island
|
$8.52M
|
-$7.17K
|
-135
|
-0.1%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$8.17M
|
-$394K
|
-7,422
|
-5%
|
|
|
14
|
Comerica Bank
Dallas,
Texas
|
$7.28M
|
+$783K
|
+14,750
|
+12%
|
|
|
15
|
Brookstone Capital Management
Wheaton,
Illinois
|
$6.58M
|
+$6.41M
|
+120,776
|
New
|
|
|
16
|
Spinnaker Trust
Portland,
Maine
|
$5.99M
|
+$207K
|
+3,897
|
+4%
|
|
|
17
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$5.18M
|
+$123K
|
+2,318
|
+2%
|
|
|
18
|
Leavell Investment Management
Mobile,
Alabama
|
$5.02M
|
-$3.23M
|
-60,809
|
-40%
|
|
|
19
|
Euclid Advisors
Hartford,
Connecticut
|
$4.76M
|
+$520K
|
+9,800
|
+13%
|
|
|
20
|
NBT Bank
Norwich,
New York
|
$4.39M
|
-$375K
|
-7,063
|
-8%
|
|
|
21
|
Sarasin & Partners
London,
United Kingdom
|
$4.37M
|
-$574K
|
-10,816
|
-12%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.22M
|
+$278K
|
+5,229
|
+7%
|
|
|
23
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.98M
|
-$279K
|
-5,258
|
-7%
|
|
|
24
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$3.72M
|
+$3.62M
|
+68,249
|
New
|
|
|
25
|
Lumina Fund Management
New York
|
$3.09M
|
–
|
–
|
–
|
|
