|
1
|
Colony Group
Boston,
Massachusetts
|
$16.4M
|
+$16.2M
|
+171,916
|
New
|
|
|
2
|
WMS Partners
Towson,
Maryland
|
$6.19M
|
–
|
–
|
–
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.31M
|
–
|
–
|
–
|
|
|
4
|
Dimensional Fund Advisors
Austin,
Texas
|
$3.05M
|
+$57.7K
|
+611
|
+2%
|
|
|
5
|
California Public Employees Retirement System
Sacramento,
California
|
$2.78M
|
+$259K
|
+2,736
|
+10%
|
|
|
6
|
Brown Advisory
Baltimore,
Maryland
|
$2.39M
|
+$56.7K
|
+600
|
+2%
|
|
|
7
|
Wealthspire Advisors (New York)
New York
|
$2.39M
|
+$2.36M
|
+25,000
|
New
|
|
|
8
|
|
$2.33M
|
-$80.3K
|
-850
|
-3%
|
|
|
9
|
Evermay Wealth Management
Arlington,
Virginia
|
$1.97M
|
–
|
–
|
–
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.41M
|
+$1.06M
|
+11,167
|
+308%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$1.26M
|
–
|
–
|
–
|
|
|
12
|
Gabelli Funds
Rye,
New York
|
$1.24M
|
–
|
–
|
–
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1M
|
–
|
–
|
–
|
|
|
14
|
Gradient Investments
Arden Hills,
Minnesota
|
$993K
|
-$480K
|
-5,083
|
-50%
|
|
|
15
|
Maryland Capital Management
Towson,
Maryland
|
$970K
|
–
|
–
|
–
|
|
|
16
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$813K
|
–
|
–
|
–
|
|
|
17
|
GAMCO Investors
Greenwich,
Connecticut
|
$765K
|
–
|
–
|
–
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$749K
|
–
|
–
|
–
|
|
|
19
|
LPL Financial
San Diego,
California
|
$714K
|
–
|
–
|
–
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$703K
|
+$567
|
+6
|
+0.1%
|
|
|
21
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$669K
|
+$47.3K
|
+500
|
+8%
|
|
|
22
|
Scotia Capital
Toronto,
Ontario, Canada
|
$622K
|
+$567
|
+6
|
+0.1%
|
|
|
23
|
Eaton Vance Management
Boston,
Massachusetts
|
$597K
|
–
|
–
|
–
|
|
|
24
|
LMR Partners
London,
United Kingdom
|
$540K
|
+$19.7K
|
+208
|
+4%
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$528K
|
+$529K
|
+5,602
|
New
|
|
