|
1
|
Summit Capital Management
Seattle,
Washington
|
$7.54M
|
+$7.37M
|
+298,874
|
New
|
|
|
2
|
Roosevelt Investment Group
New York
|
$3.71M
|
+$187K
|
+7,569
|
+5%
|
|
|
3
|
Spirit of America Management Corp
Syosset,
New York
|
$1.01M
|
+$986K
|
+40,000
|
New
|
|
|
4
|
KCM Investment Advisors
Greenbrae,
California
|
$890K
|
-$88.8K
|
-3,600
|
-9%
|
|
|
5
|
Roundview Capital
Princeton,
New Jersey
|
$731K
|
–
|
–
|
–
|
|
|
6
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$709K
|
+$63.4K
|
+2,570
|
+10%
|
|
|
7
|
Mid Continent Capital
Chicago,
Illinois
|
$417K
|
–
|
–
|
–
|
|
|
8
|
Parametric Portfolio Associates
Seattle,
Washington
|
$271K
|
+$7.87K
|
+319
|
+3%
|
|
|
9
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$214K
|
+$61K
|
+2,475
|
+41%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$58K
|
+$56.7K
|
+2,300
|
New
|
|
|
11
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$25K
|
–
|
–
|
–
|
|
|
12
|
Denver Investment Advisors
Denver,
Colorado
|
–
|
-$2.89M
|
-123,875
|
Closed
|
|
|
13
|
Chilton Capital Management
Houston,
Texas
|
–
|
-$51.4K
|
-2,200
|
Closed
|
|
