|
1
|
|
$12.6M
|
+$4.43M
|
+163,661
|
+55%
|
|
|
2
|
John G. Ullman & Associates
Corning,
New York
|
$3.59M
|
-$13.5K
|
-500
|
-0.4%
|
|
|
3
|
Twele Capital Management
Minnetonka,
Minnesota
|
$1.58M
|
–
|
–
|
–
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.47M
|
-$25.3K
|
-934
|
-2%
|
|
|
5
|
|
$1.11M
|
-$176K
|
-6,490
|
-14%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.04M
|
-$263K
|
-9,734
|
-20%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$449K
|
+$420K
|
+15,514
|
+1,649%
|
|
|
8
|
Yorktown Management & Research Company
Forest,
Virginia
|
$207K
|
+$206K
|
+7,600
|
New
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$192K
|
+$36.7K
|
+1,356
|
+24%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$101K
|
-$78.4K
|
-2,898
|
-44%
|
|
|
11
|
Evercore Wealth Management
New York
|
$82K
|
–
|
–
|
–
|
|
|
12
|
|
$55K
|
+$5.41K
|
+200
|
+11%
|
|
|
13
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$50K
|
+$49.2K
|
+1,820
|
New
|
|
|
14
|
Security National Trust
Wheeling,
West Virginia
|
$27K
|
+$27K
|
+1,000
|
New
|
|
|
15
|
Tower Research Capital (TRC)
New York
|
$24K
|
+$23.9K
|
+884
|
New
|
|
|
16
|
|
$22K
|
-$730
|
-27
|
-3%
|
|
|
17
|
Apriem Advisors
Irvine,
California
|
$19K
|
+$2.71K
|
+100
|
+17%
|
|
|
18
|
Tompkins Financial
Ithaca,
New York
|
$8K
|
–
|
–
|
–
|
|
|
19
|
Madden Advisory Services
Jacksonville,
Florida
|
$8K
|
+$7.74K
|
+286
|
New
|
|
|
20
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
–
|
-$2.34M
|
-90,362
|
Closed
|
|
|
21
|
|
–
|
-$1.08M
|
-40,018
|
Closed
|
|
|
22
|
New England Securities
New York
|
–
|
-$98K
|
-3,771
|
Closed
|
|
|
23
|
Lenox Wealth Advisors
New York
|
–
|
-$1K
|
-57
|
Closed
|
|
