|
1
|
Bridgewater Wealth & Financial Management
Bethesda,
Maryland
|
$9.2M
|
–
|
–
|
–
|
|
|
2
|
WMS Partners
Towson,
Maryland
|
$4.29M
|
–
|
–
|
–
|
|
|
3
|
Financial Counselors Inc
Overland Park,
Kansas
|
$3.44M
|
+$3.11M
|
+69,356
|
New
|
|
|
4
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
$2.78M
|
-$6.73K
|
-150
|
-0.3%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.11M
|
–
|
–
|
–
|
|
|
6
|
GAMCO Investors
Greenwich,
Connecticut
|
$1.84M
|
–
|
–
|
–
|
|
|
7
|
Dimensional Fund Advisors
Austin,
Texas
|
$1.42M
|
+$27.2K
|
+606
|
+2%
|
|
|
8
|
|
$1.37M
|
+$1.09M
|
+24,236
|
+715%
|
|
|
9
|
Evermay Wealth Management
Arlington,
Virginia
|
$1.35M
|
–
|
–
|
–
|
|
|
10
|
Brown Advisory Securities
Baltimore,
Maryland
|
$1.35M
|
–
|
–
|
–
|
|
|
11
|
WBH Advisory
Baltimore,
Maryland
|
$1.24M
|
+$9.96K
|
+222
|
+0.9%
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$931K
|
–
|
–
|
–
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$567K
|
–
|
–
|
–
|
|
|
14
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$504K
|
+$467K
|
+10,400
|
New
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$497K
|
+$90
|
+2
|
+0%
|
|
|
16
|
Maryland Capital Management
Towson,
Maryland
|
$496K
|
–
|
–
|
–
|
|
|
17
|
California Public Employees Retirement System
Sacramento,
California
|
$450K
|
+$35.9K
|
+800
|
+10%
|
|
|
18
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$435K
|
–
|
–
|
–
|
|
|
19
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$422K
|
–
|
–
|
–
|
|
|
20
|
Scotia Capital
Toronto,
Ontario, Canada
|
$318K
|
–
|
–
|
–
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$283K
|
-$3.86K
|
-86
|
-1%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$279K
|
-$95.7K
|
-2,134
|
-28%
|
|
|
23
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$278K
|
–
|
–
|
–
|
|
|
24
|
Rathbones Group
Liverpool,
United Kingdom
|
$248K
|
-$44.9K
|
-1,000
|
-17%
|
|
|
25
|
Gabelli Funds
Rye,
New York
|
$248K
|
–
|
–
|
–
|
|
