|
26
|
Harbor Advisors
West Palm Beach,
Florida
|
$1.66M
|
–
|
–
|
–
|
|
|
27
|
LPL Financial
San Diego,
California
|
$1.62M
|
–
|
–
|
–
|
|
|
28
|
SOL Capital Management
Rockville,
Maryland
|
$1.02M
|
-$308K
|
-5,133
|
-25%
|
|
|
29
|
Wittenberg Investment Management
Carlisle,
Massachusetts
|
$1M
|
–
|
–
|
–
|
|
|
30
|
Wells Fargo
San Francisco,
California
|
$966K
|
+$183K
|
+3,045
|
+26%
|
|
|
31
|
Wolverine Asset Management
Chicago,
Illinois
|
$932K
|
-$79.9K
|
-1,330
|
-9%
|
|
|
32
|
UBS Group
Zurich,
Switzerland
|
$751K
|
-$201K
|
-3,343
|
-23%
|
|
|
33
|
Raymond James & Associates
St Petersburg,
Florida
|
$672K
|
-$42K
|
-700
|
-6%
|
|
|
34
|
Cutler Capital Management
Worcester,
Massachusetts
|
$598K
|
-$300K
|
-5,000
|
-36%
|
|
|
35
|
Mariner
Overland Park,
Kansas
|
$590K
|
–
|
–
|
–
|
|
|
36
|
Institute for Wealth Management
Denver,
Colorado
|
$476K
|
+$430K
|
+7,165
|
New
|
|
|
37
|
Adalta Capital Management
New York
|
$450K
|
+$91.6K
|
+1,525
|
+29%
|
|
|
38
|
Prelude Capital Management
New York
|
$438K
|
+$5.71K
|
+95
|
+1%
|
|
|
39
|
Circle Wealth Management
Summit,
New Jersey
|
$349K
|
–
|
–
|
–
|
|
|
40
|
D.A. Davidson & Co
Great Falls,
Montana
|
$335K
|
+$2.4K
|
+40
|
+0.8%
|
|
|
41
|
Advisor Group
Phoenix,
Arizona
|
$333K
|
-$15.9K
|
-265
|
-5%
|
|
|
42
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$332K
|
–
|
–
|
–
|
|
|
43
|
Ameriprise
Minneapolis,
Minnesota
|
$319K
|
-$246K
|
-4,100
|
-46%
|
|
|
44
|
Neuberger Berman Group
New York
|
$291K
|
–
|
–
|
–
|
|
|
45
|
Oppenheimer & Co
New York
|
$280K
|
-$6.79K
|
-113
|
-3%
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
$279K
|
–
|
–
|
–
|
|
|
47
|
William Blair & Company
Chicago,
Illinois
|
$133K
|
–
|
–
|
–
|
|
|
48
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$76K
|
+$60.1K
|
+1,000
|
New
|
|
|
49
|
Highlander Capital Management
Short Hills,
New Jersey
|
$71K
|
–
|
–
|
–
|
|
|
50
|
Cutler Group
San Francisco,
California
|
$46K
|
–
|
–
|
–
|
|