|
51
|
Burney Company
Reston,
Virginia
|
$235K
|
–
|
–
|
–
|
|
|
52
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$234K
|
–
|
–
|
–
|
|
|
53
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$231K
|
-$152K
|
-1,300
|
-40%
|
|
|
54
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$219K
|
-$128K
|
-1,093
|
-37%
|
|
|
55
|
L.J. Altfest & Co
New York
|
$219K
|
+$219K
|
+1,868
|
New
|
|
|
56
|
Huntington National Bank
Columbus,
Ohio
|
$194K
|
-$28.6K
|
-245
|
-13%
|
|
|
57
|
Cribstone Capital Management
Augusta,
Maine
|
$194K
|
-$6.89K
|
-60
|
-3%
|
|
|
58
|
Joel Isaacson & Co
New York
|
$123K
|
–
|
–
|
–
|
|
|
59
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$104K
|
+$23.6K
|
+215
|
+29%
|
|
|
60
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$73K
|
-$915K
|
-7,784
|
-93%
|
|
|
61
|
Estabrook Capital Management
New York
|
$35.1K
|
–
|
–
|
–
|
|
|
62
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$35K
|
–
|
–
|
–
|
|
|
63
|
American Research & Management Company
Marion,
Massachusetts
|
$23K
|
–
|
–
|
–
|
|
|
64
|
Apriem Advisors
Irvine,
California
|
$23K
|
–
|
–
|
–
|
|
|
65
|
Hexavest
Montreal,
Quebec, Canada
|
$23K
|
–
|
–
|
–
|
|
|
66
|
Bartlett & Co
Cincinnati,
Ohio
|
$19K
|
–
|
–
|
–
|
|
|
67
|
Thomas White International
Chicago,
Illinois
|
$19K
|
+$19K
|
+164
|
New
|
|
|
68
|
Crow Point Partners
Boston,
Massachusetts
|
$15K
|
+$15K
|
+128
|
New
|
|
|
69
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$12K
|
–
|
–
|
–
|
|
|
70
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$12K
|
–
|
–
|
–
|
|
|
71
|
|
$12K
|
+$679
|
+6
|
+6%
|
|
|
72
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$10K
|
+$10K
|
+83
|
New
|
|
|
73
|
Valley Wealth Managers
Paramus,
New Jersey
|
$6K
|
+$6K
|
+50
|
New
|
|
|
74
|
First Horizon Advisors
Memphis,
Tennessee
|
$6K
|
+$6K
|
+56
|
New
|
|
|
75
|
United Services Automobile Association
San Antonio,
Texas
|
–
|
-$8.18M
|
-79,708
|
Closed
|
|
