|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$54.3M
|
+$8.5M
|
+336,408
|
+19%
|
|
|
2
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$6.14M
|
+$24.8K
|
+980
|
+0.4%
|
|
|
3
|
FBL Investment Management Services
West Des Moines,
Iowa
|
$5.81M
|
–
|
–
|
–
|
|
|
4
|
Norris Perne & French
Grand Rapids,
Michigan
|
$4.28M
|
–
|
–
|
–
|
|
|
5
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$3.42M
|
+$148K
|
+5,850
|
+5%
|
|
|
6
|
Roosevelt Investment Group
New York
|
$2.68M
|
+$1.49M
|
+58,975
|
+125%
|
|
|
7
|
Windsor Financial Group
Minneapolis,
Minnesota
|
$2.12M
|
+$2.53K
|
+100
|
+0.1%
|
|
|
8
|
Addison Capital
Conshohocken,
Pennsylvania
|
$1.89M
|
+$1.89M
|
+74,716
|
New
|
|
|
9
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.36M
|
-$51.1K
|
-2,023
|
-4%
|
|
|
10
|
Mid Continent Capital
Chicago,
Illinois
|
$807K
|
-$443K
|
-17,550
|
-35%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$591K
|
+$354K
|
+13,996
|
+149%
|
|
|
12
|
GlobalBridge
Minneapolis,
Minnesota
|
$349K
|
+$31.8K
|
+1,259
|
+10%
|
|
|
13
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$273K
|
+$273K
|
+10,825
|
New
|
|
|
14
|
Park National Corp
Newark,
Ohio
|
$222K
|
+$19.5K
|
+771
|
+10%
|
|
|
15
|
Reilly Financial Advisors
La Mesa,
California
|
$133K
|
–
|
–
|
–
|
|
|
16
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$116K
|
–
|
–
|
–
|
|
|
17
|
CapWealth Advisors
Franklin,
Tennessee
|
$25K
|
–
|
–
|
–
|
|
|
18
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$16K
|
+$15.8K
|
+625
|
New
|
|
|
19
|
Private Trust Company
Cleveland,
Ohio
|
$10K
|
–
|
–
|
–
|
|
|
20
|
Spirit of America Management Corp
Syosset,
New York
|
–
|
-$240K
|
-9,500
|
Closed
|
|
|
21
|
Victory Capital Management
San Antonio,
Texas
|
–
|
-$2K
|
-115
|
Closed
|
|
