|
1
|
Oppenheimer & Co
New York
|
$1M
|
–
|
–
|
–
|
|
|
2
|
Cribstone Capital Management
Augusta,
Maine
|
$990K
|
–
|
–
|
–
|
|
|
3
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$804K
|
–
|
–
|
–
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$561K
|
+$80.8K
|
+4,348
|
+17%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$518K
|
+$136K
|
+7,306
|
+36%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$424K
|
–
|
–
|
–
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$402K
|
–
|
–
|
–
|
|
|
8
|
Edge Wealth Management
New York
|
$402K
|
–
|
–
|
–
|
|
|
9
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$402K
|
–
|
–
|
–
|
|
|
10
|
Argentus Capital Management
Dallas,
Texas
|
$352K
|
-$24.9K
|
-1,338
|
-7%
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$351K
|
–
|
–
|
–
|
|
|
12
|
|
$334K
|
–
|
–
|
–
|
|
|
13
|
TIAA CREF Trust
St Louis,
Missouri
|
$244K
|
–
|
–
|
–
|
|
|
14
|
Avalon Capital Management
Port Of Redwood City,
California
|
$206K
|
–
|
–
|
–
|
|
|
15
|
North Star Investment Management
Chicago,
Illinois
|
$201K
|
-$199K
|
-10,737
|
-50%
|
|
|
16
|
Montag & Associates
Atlanta,
Georgia
|
$201K
|
–
|
–
|
–
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$173K
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$75K
|
-$19.5K
|
-1,048
|
-21%
|
|
|
19
|
|
$67K
|
–
|
–
|
–
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$11K
|
+$11.1K
|
+600
|
New
|
|
|
21
|
Bluefin Capital Management
New York
|
–
|
-$320K
|
-18,301
|
Closed
|
|
|
22
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
–
|
-$199K
|
-11,437
|
Closed
|
|
