|
1
|
Colony Group
Boston,
Massachusetts
|
$10.7M
|
–
|
–
|
–
|
|
|
2
|
WMS Partners
Towson,
Maryland
|
$5.03M
|
–
|
–
|
–
|
|
|
3
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$4.32M
|
-$37.3M
|
-709,500
|
-90%
|
|
|
4
|
GAMCO Investors
Greenwich,
Connecticut
|
$2.46M
|
+$105K
|
+2,000
|
+5%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.27M
|
-$94.5K
|
-1,800
|
-4%
|
|
|
6
|
Dimensional Fund Advisors
Austin,
Texas
|
$1.75M
|
+$8.19K
|
+156
|
+0.5%
|
|
|
7
|
Brown Advisory Securities
Baltimore,
Maryland
|
$1.52M
|
-$45.7K
|
-870
|
-3%
|
|
|
8
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$1.45M
|
–
|
–
|
–
|
|
|
9
|
Evermay Wealth Management
Arlington,
Virginia
|
$1.3M
|
–
|
–
|
–
|
|
|
10
|
California Public Employees Retirement System
Sacramento,
California
|
$1M
|
+$406K
|
+7,738
|
+81%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$922K
|
+$311K
|
+5,928
|
+59%
|
|
|
12
|
Gabelli Funds
Rye,
New York
|
$753K
|
–
|
–
|
–
|
|
|
13
|
|
$699K
|
–
|
–
|
–
|
|
|
14
|
Gradient Investments
Arden Hills,
Minnesota
|
$641K
|
–
|
–
|
–
|
|
|
15
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$608K
|
+$257K
|
+4,902
|
+88%
|
|
|
16
|
Maryland Capital Management
Towson,
Maryland
|
$595K
|
–
|
–
|
–
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$509K
|
-$21K
|
-400
|
-4%
|
|
|
18
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$493K
|
–
|
–
|
–
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$431K
|
+$1.36K
|
+26
|
+0.4%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$399K
|
–
|
–
|
–
|
|
|
21
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$375K
|
-$37.8K
|
-720
|
-10%
|
|
|
22
|
BB&T Securities
Richmond,
Virginia
|
$361K
|
–
|
–
|
–
|
|
|
23
|
Scotia Capital
Toronto,
Ontario, Canada
|
$350K
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$302K
|
–
|
–
|
–
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$293K
|
–
|
–
|
–
|
|
