|
1
|
TSP Capital Management Group
Summit,
New Jersey
|
$5.23M
|
–
|
–
|
–
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$2.7M
|
+$34.8K
|
+2,721
|
+1%
|
|
|
3
|
Oppenheimer & Co
New York
|
$2.47M
|
+$43.1K
|
+3,372
|
+2%
|
|
|
4
|
Greenwich Investment Management
Norwalk,
Connecticut
|
$1.64M
|
+$201K
|
+15,731
|
+13%
|
|
|
5
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.22M
|
-$71.6K
|
-5,592
|
-5%
|
|
|
6
|
Barings
Charlotte,
North Carolina
|
$740K
|
–
|
–
|
–
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$451K
|
+$54.3K
|
+4,242
|
+13%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$364K
|
-$43.5K
|
-3,400
|
-10%
|
|
|
9
|
|
$355K
|
-$27.9K
|
-2,183
|
-7%
|
|
|
10
|
Bank of New York Mellon
New York
|
$290K
|
–
|
–
|
–
|
|
|
11
|
Wedbush Securities
Los Angeles,
California
|
$251K
|
–
|
–
|
–
|
|
|
12
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$212K
|
–
|
–
|
–
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$167K
|
+$24.2K
|
+1,891
|
+16%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$139K
|
-$8.32K
|
-650
|
-5%
|
|
|
15
|
|
$102K
|
+$78.1K
|
+6,100
|
+268%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$95K
|
+$100K
|
+7,833
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$59K
|
+$44.4K
|
+3,470
|
+251%
|
|
|
18
|
Lehman Financial Resources
Media,
Pennsylvania
|
$36K
|
–
|
–
|
–
|
|
|
19
|
Archford Capital Strategies
Swansea,
Illinois
|
$9.7K
|
–
|
–
|
–
|
|
|
20
|
American International Group
New York
|
$1.21K
|
-$5.12K
|
-400
|
-80%
|
|
|
21
|
Signet Financial Management
Parsippany,
New Jersey
|
–
|
-$219K
|
-16,550
|
Closed
|
|
|
22
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
–
|
-$26K
|
-2,000
|
Closed
|
|
