|
51
|
Tred Avon Family Wealth
Easton,
Maryland
|
$902K
|
+$114K
|
+1,795
|
+13%
|
|
|
52
|
Bourgeon Capital Management
Darien,
Connecticut
|
$855K
|
–
|
–
|
–
|
|
|
53
|
UBS Group
Zurich,
Switzerland
|
$789K
|
+$881K
|
+13,841
|
New
|
|
|
54
|
Samalin Investment Counsel
Chappaqua,
New York
|
$697K
|
+$18.7K
|
+293
|
+2%
|
|
|
55
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$659K
|
-$106K
|
-1,665
|
-13%
|
|
|
56
|
Calamos Wealth Management
Naperville,
Illinois
|
$649K
|
+$213K
|
+3,341
|
+41%
|
|
|
57
|
LPL Financial
San Diego,
California
|
$639K
|
+$142K
|
+2,225
|
+25%
|
|
|
58
|
Essex Financial Services
Essex,
Connecticut
|
$625K
|
-$33.4K
|
-525
|
-5%
|
|
|
59
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$521K
|
-$119K
|
-1,875
|
-17%
|
|
|
60
|
Oppenheimer & Co
New York
|
$450K
|
+$503K
|
+7,900
|
New
|
|
|
61
|
GAMCO Investors
Greenwich,
Connecticut
|
$399K
|
–
|
–
|
–
|
|
|
62
|
Principle Wealth Partners
Madison,
Connecticut
|
$352K
|
-$2.87K
|
-45
|
-0.7%
|
|
|
63
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$326K
|
+$365K
|
+5,729
|
New
|
|
|
64
|
Ares Systematic Credit
London,
|
$318K
|
+$374K
|
+5,880
|
New
|
|
|
65
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$274K
|
+$24.1K
|
+378
|
+9%
|
|
|
66
|
SEI Investments
Oaks,
Pennsylvania
|
$248K
|
–
|
–
|
–
|
|
|
67
|
Millennium Management
New York
|
$210K
|
+$233K
|
+3,654
|
New
|
|
|
68
|
Brasada Capital Management
Houston,
Texas
|
$209K
|
+$224K
|
+3,512
|
New
|
|
|
69
|
Wedbush Securities
Los Angeles,
California
|
$208K
|
–
|
–
|
–
|
|
|
70
|
Envestnet Asset Management
Chicago,
Illinois
|
$207K
|
+$2.23K
|
+35
|
+1%
|
|
|
71
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$201K
|
+$224K
|
+3,522
|
New
|
|
|
72
|
Farther Finance Advisors
San Francisco,
California
|
$102K
|
+$20.7K
|
+325
|
+23%
|
|
|
73
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$65K
|
–
|
–
|
–
|
|
|
74
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$61.5K
|
–
|
–
|
–
|
|
|
75
|
Summit Securities Group
New York
|
$53.5K
|
+$59.8K
|
+939
|
New
|
|
