|
1
|
Colony Group
Boston,
Massachusetts
|
$15.3M
|
-$930K
|
-11,260
|
-6%
|
|
|
2
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$6.62M
|
–
|
–
|
–
|
|
|
3
|
WMS Partners
Towson,
Maryland
|
$5.75M
|
-$61.6K
|
-746
|
-1%
|
|
|
4
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$4.71M
|
+$2.31M
|
+28,000
|
+112%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.08M
|
-$99.1K
|
-1,200
|
-3%
|
|
|
6
|
Dimensional Fund Advisors
Austin,
Texas
|
$2.75M
|
+$6.61K
|
+80
|
+0.3%
|
|
|
7
|
Brown Advisory
Baltimore,
Maryland
|
$2.19M
|
-$48.7K
|
-590
|
-2%
|
|
|
8
|
|
$2.1M
|
-$8.26K
|
-100
|
-0.4%
|
|
|
9
|
Evermay Wealth Management
Arlington,
Virginia
|
$1.83M
|
–
|
–
|
–
|
|
|
10
|
California Public Employees Retirement System
Sacramento,
California
|
$1.72M
|
–
|
–
|
–
|
|
|
11
|
Gabelli Funds
Rye,
New York
|
$1.16M
|
–
|
–
|
–
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$933K
|
–
|
–
|
–
|
|
|
13
|
Maryland Capital Management
Towson,
Maryland
|
$913K
|
–
|
–
|
–
|
|
|
14
|
Gradient Investments
Arden Hills,
Minnesota
|
$903K
|
–
|
–
|
–
|
|
|
15
|
GAMCO Investors
Greenwich,
Connecticut
|
$817K
|
–
|
–
|
–
|
|
|
16
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$756K
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
$743K
|
–
|
–
|
–
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$717K
|
-$8.26K
|
-100
|
-1%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$675K
|
–
|
–
|
–
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$652K
|
+$826
|
+10
|
+0.1%
|
|
|
21
|
Scotia Capital
Toronto,
Ontario, Canada
|
$578K
|
+$2.48K
|
+30
|
+0.5%
|
|
|
22
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$577K
|
–
|
–
|
–
|
|
|
23
|
Eaton Vance Management
Boston,
Massachusetts
|
$555K
|
–
|
–
|
–
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$514K
|
–
|
–
|
–
|
|
|
25
|
LMR Partners
London,
United Kingdom
|
$484K
|
+$450K
|
+5,444
|
New
|
|
