|
1
|
Bank of America
Charlotte,
North Carolina
|
$5.36M
|
+$354K
|
+15,252
|
+6%
|
|
|
2
|
Zurich Insurance Group
Zurich,
Switzerland
|
$4.06M
|
–
|
–
|
–
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1.87M
|
+$143K
|
+6,175
|
+8%
|
|
|
4
|
Professional Planning
Thousand Oaks,
California
|
$1.1M
|
+$259K
|
+11,161
|
+54%
|
|
|
5
|
|
$1M
|
-$55.5K
|
-2,392
|
-5%
|
|
|
6
|
John G. Ullman & Associates
Corning,
New York
|
$982K
|
–
|
–
|
–
|
|
|
7
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$634K
|
+$458K
|
+19,743
|
New
|
|
|
8
|
Eastern Bank
Boston,
Massachusetts
|
$596K
|
+$4.1K
|
+177
|
+0.6%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$445K
|
+$102K
|
+4,392
|
+27%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$414K
|
+$192K
|
+8,263
|
+75%
|
|
|
11
|
Covington Capital Management
Los Angeles,
California
|
$374K
|
–
|
–
|
–
|
|
|
12
|
Alpine Woods Capital Investors
Purchase,
New York
|
$299K
|
+$325K
|
+14,000
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$276K
|
-$36.7K
|
-1,582
|
-11%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$273K
|
-$45.9K
|
-1,979
|
-13%
|
|
|
15
|
Neuberger Berman Group
New York
|
$257K
|
–
|
–
|
–
|
|
|
16
|
Veritable
Wilmington,
Delaware
|
$205K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$183K
|
+$8.11K
|
+350
|
+4%
|
|
|
18
|
North Star Investment Management
Chicago,
Illinois
|
$157K
|
-$140K
|
-6,036
|
-45%
|
|
|
19
|
Barrett Asset Management
New York
|
$135K
|
-$23.2K
|
-1,000
|
-14%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$132K
|
-$5.54K
|
-239
|
-4%
|
|
|
21
|
Gradient Investments
Arden Hills,
Minnesota
|
$109K
|
-$14K
|
-603
|
-11%
|
|
|
22
|
CX Institutional
Auburn,
Indiana
|
$46K
|
+$2.25K
|
+97
|
+5%
|
|
|
23
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$37K
|
+$40.4K
|
+1,741
|
New
|
|
|
24
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$36K
|
-$30.1K
|
-1,300
|
-43%
|
|
|
25
|
Wealthcare Capital Management
Richmond,
Virginia
|
$36K
|
–
|
–
|
–
|
|
