|
26
|
Neville Rodie & Shaw
New York
|
$701K
|
-$83K
|
-2,000
|
-11%
|
|
|
27
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$662K
|
–
|
–
|
–
|
|
|
28
|
Karpus Investment Management
Pittsford,
New York
|
$621K
|
–
|
–
|
–
|
|
|
29
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$579K
|
-$45.2K
|
-1,089
|
-7%
|
|
|
30
|
Mercer Global Advisors
Denver,
Colorado
|
$569K
|
+$9.01K
|
+217
|
+2%
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$563K
|
+$1.91K
|
+46
|
+0.3%
|
|
|
32
|
Advisors Asset Management
Monument,
Colorado
|
$554K
|
-$7.51K
|
-181
|
-1%
|
|
|
33
|
Diversified Trust
Memphis,
Tennessee
|
$551K
|
–
|
–
|
–
|
|
|
34
|
55I LLC
Boston,
Massachusetts
|
$545K
|
-$63K
|
-1,518
|
-10%
|
|
|
35
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$493K
|
-$53.4K
|
-1,287
|
-10%
|
|
|
36
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$469K
|
+$471K
|
+11,340
|
New
|
|
|
37
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$466K
|
–
|
–
|
–
|
|
|
38
|
Meridian Investment Counsel
Lafayette,
California
|
$448K
|
-$23.4K
|
-565
|
-5%
|
|
|
39
|
City of London Investment Management
London,
United Kingdom
|
$377K
|
–
|
–
|
–
|
|
|
40
|
|
$360K
|
+$124K
|
+3,000
|
+53%
|
|
|
41
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$349K
|
–
|
–
|
–
|
|
|
42
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$343K
|
–
|
–
|
–
|
|
|
43
|
Stephens Inc
Little Rock,
Arkansas
|
$326K
|
+$83K
|
+2,000
|
+34%
|
|
|
44
|
Oppenheimer & Co
New York
|
$297K
|
–
|
–
|
–
|
|
|
45
|
Atria Wealth Solutions
New York
|
$256K
|
+$256K
|
+6,178
|
New
|
|
|
46
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$248K
|
–
|
–
|
–
|
|
|
47
|
Guggenheim Capital
Chicago,
Illinois
|
$240K
|
-$2.32K
|
-56
|
-1%
|
|
|
48
|
Bank of America
Charlotte,
North Carolina
|
$240K
|
+$498
|
+12
|
+0.2%
|
|
|
49
|
Mraz Amerine & Associates
Modesto,
California
|
$239K
|
-$2.9K
|
-70
|
-1%
|
|
|
50
|
LPL Financial
San Diego,
California
|
$207K
|
-$20.7K
|
-500
|
-9%
|
|
