|
51
|
Karpas Strategies
Litchfield,
Connecticut
|
$385K
|
+$372K
|
+23,719
|
New
|
|
|
52
|
Stone Run Capital
New York
|
$366K
|
–
|
–
|
–
|
|
|
53
|
National Planning Corporation
El Segundo,
California
|
$347K
|
+$93K
|
+5,933
|
+38%
|
|
|
54
|
Catawba Capital Management
Roanoke,
Virginia
|
$319K
|
–
|
–
|
–
|
|
|
55
|
Acuity Investment Management
Toronto,
Ontario, Canada
|
$244K
|
+$76.5K
|
+4,879
|
+48%
|
|
|
56
|
Counsel Portfolio Services
Mississauga,
Ontario, Canada
|
$243K
|
+$235K
|
+15,012
|
New
|
|
|
57
|
KeyBank National Association
Cleveland,
Ohio
|
$225K
|
–
|
–
|
–
|
|
|
58
|
Wells Fargo
San Francisco,
California
|
$125K
|
+$73.8K
|
+4,705
|
+157%
|
|
|
59
|
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
$107K
|
–
|
–
|
–
|
|
|
60
|
Credential Securities
Vancouver,
|
$99.8K
|
-$784
|
-50
|
-0.8%
|
|
|
61
|
SEI Trust Company
Oaks,
Pennsylvania
|
$90K
|
-$44.2K
|
-2,817
|
-34%
|
|
|
62
|
Ameriprise
Minneapolis,
Minnesota
|
$61K
|
–
|
–
|
–
|
|
|
63
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$58K
|
–
|
–
|
–
|
|
|
64
|
Creative Planning
Overland Park,
Kansas
|
$35K
|
-$18.8K
|
-1,199
|
-35%
|
|
|
65
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$27K
|
–
|
–
|
–
|
|
|
66
|
WhitTier Trust Company
Reno,
Nevada
|
$25K
|
–
|
–
|
–
|
|
|
67
|
Focused Wealth Management
Newburgh,
New York
|
$18K
|
–
|
–
|
–
|
|
|
68
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$18K
|
–
|
–
|
–
|
|
|
69
|
SignatureFD
Atlanta,
Georgia
|
$12K
|
–
|
–
|
–
|
|
|
70
|
First Financial Corp
Terre Haute,
Indiana
|
$9K
|
+$8.82K
|
+563
|
New
|
|
|
71
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$8K
|
+$7.35K
|
+469
|
New
|
|
|
72
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$7K
|
+$6.85K
|
+437
|
New
|
|
|
73
|
Central Trust Company
Jefferson City,
Missouri
|
$6K
|
–
|
–
|
–
|
|
|
74
|
CFS LLC
Oklahoma City,
Oklahoma
|
$6K
|
–
|
–
|
–
|
|
|
75
|
WFG Advisors
Dallas,
Texas
|
$6K
|
–
|
–
|
–
|
|
