|
26
|
Weatherly Asset Management
Del Mar,
California
|
$466K
|
+$431K
|
+20,305
|
New
|
|
|
27
|
Bluefin Capital Management
New York
|
$459K
|
+$425K
|
+20,000
|
New
|
|
|
28
|
M&T Bank
Buffalo,
New York
|
$416K
|
–
|
–
|
–
|
|
|
29
|
Peregrine Asset Advisers
Portland,
Oregon
|
$401K
|
+$12.8K
|
+600
|
+4%
|
|
|
30
|
|
$328K
|
–
|
–
|
–
|
|
|
31
|
VSR Financial Services
Overland Park,
Kansas
|
$307K
|
+$284K
|
+13,356
|
New
|
|
|
32
|
Williams Jones & Associates
New York
|
$281K
|
-$374K
|
-17,619
|
-59%
|
|
|
33
|
Creative Planning
Overland Park,
Kansas
|
$273K
|
-$16.6K
|
-781
|
-6%
|
|
|
34
|
Cetera Advisor Networks
El Segundo,
California
|
$270K
|
-$5.59K
|
-263
|
-2%
|
|
|
35
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$270K
|
+$250K
|
+11,752
|
New
|
|
|
36
|
Ameriprise
Minneapolis,
Minnesota
|
$256K
|
+$17.9K
|
+840
|
+8%
|
|
|
37
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
$250K
|
–
|
–
|
–
|
|
|
38
|
Stifel Financial
St. Louis,
Missouri
|
$247K
|
-$36K
|
-1,692
|
-14%
|
|
|
39
|
Scotia Capital
Toronto,
Ontario, Canada
|
$242K
|
+$35.2K
|
+1,658
|
+19%
|
|
|
40
|
Gramercy Funds Management
Greenwich,
Connecticut
|
$239K
|
–
|
–
|
–
|
|
|
41
|
Regent Investment Management
Louisville,
Kentucky
|
$232K
|
-$10.6K
|
-500
|
-5%
|
|
|
42
|
Montgomery Investment Management
Rockville,
Maryland
|
$204K
|
–
|
–
|
–
|
|
|
43
|
Oppenheimer & Co
New York
|
$203K
|
+$188K
|
+8,837
|
New
|
|
|
44
|
Barclays
London,
United Kingdom
|
$167K
|
–
|
–
|
–
|
|
|
45
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$130K
|
+$18.4K
|
+865
|
+18%
|
|
|
46
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$110K
|
-$22.3K
|
-1,050
|
-18%
|
|
|
47
|
Geneos Wealth Management
Englewood,
Colorado
|
$99K
|
+$91.7K
|
+4,316
|
New
|
|
|
48
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$85K
|
–
|
–
|
–
|
|
|
49
|
WFG Advisors
Dallas,
Texas
|
$82K
|
-$3.12K
|
-147
|
-4%
|
|
|
50
|
MSI Financial Services
Springfield,
Massachusetts
|
$75K
|
-$7.84K
|
-369
|
-10%
|
|
