|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$45.8M
|
-$1.02M
|
-40,000
|
-2%
|
|
|
2
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$6.12M
|
-$26.8K
|
-1,050
|
-0.4%
|
|
|
3
|
FBL Investment Management Services
West Des Moines,
Iowa
|
$5.8M
|
–
|
–
|
–
|
|
|
4
|
Norris Perne & French
Grand Rapids,
Michigan
|
$4.28M
|
–
|
–
|
–
|
|
|
5
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$3.27M
|
+$48.6K
|
+1,900
|
+1%
|
|
|
6
|
Windsor Financial Group
Minneapolis,
Minnesota
|
$2.12M
|
+$160K
|
+6,264
|
+8%
|
|
|
7
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.42M
|
+$203K
|
+7,932
|
+16%
|
|
|
8
|
Mid Continent Capital
Chicago,
Illinois
|
$1.25M
|
-$568K
|
-22,229
|
-31%
|
|
|
9
|
Roosevelt Investment Group
New York
|
$1.19M
|
+$301K
|
+11,775
|
+33%
|
|
|
10
|
Ziegler Capital Management
Chicago,
Illinois
|
$379K
|
+$383K
|
+15,000
|
New
|
|
|
11
|
GlobalBridge
Minneapolis,
Minnesota
|
$317K
|
+$36.3K
|
+1,420
|
+13%
|
|
|
12
|
Spirit of America Management Corp
Syosset,
New York
|
$240K
|
–
|
–
|
–
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$237K
|
+$28.6K
|
+1,120
|
+14%
|
|
|
14
|
Park National Corp
Newark,
Ohio
|
$203K
|
+$205K
|
+8,040
|
New
|
|
|
15
|
Reilly Financial Advisors
La Mesa,
California
|
$133K
|
-$10.2K
|
-400
|
-7%
|
|
|
16
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$115K
|
-$33.7K
|
-1,320
|
-22%
|
|
|
17
|
CapWealth Advisors
Franklin,
Tennessee
|
$25K
|
–
|
–
|
–
|
|
|
18
|
Private Trust Company
Cleveland,
Ohio
|
$10K
|
–
|
–
|
–
|
|
|
19
|
Victory Capital Management
San Antonio,
Texas
|
$2K
|
+$2.94K
|
+115
|
New
|
|
|
20
|
Panagora Asset Management
Boston,
Massachusetts
|
–
|
-$218K
|
-8,187
|
Closed
|
|
