|
51
|
|
$532K
|
+$361K
|
+35,784
|
+192%
|
|
|
52
|
Ancora Advisors
Cleveland,
Ohio
|
$493K
|
-$550K
|
-54,403
|
Closed
|
|
|
53
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$489K
|
+$146K
|
+14,500
|
+41%
|
|
|
54
|
Citadel Advisors
Miami,
Florida
|
$465K
|
+$151K
|
+14,908
|
+46%
|
|
|
55
|
Orrell Capital Management
Livermore,
California
|
$461K
|
–
|
–
|
–
|
|
|
56
|
Evanson Asset Management
Carmel,
California
|
$441K
|
–
|
–
|
–
|
|
|
57
|
Envestnet Asset Management
Chicago,
Illinois
|
$431K
|
+$445K
|
+44,061
|
New
|
|
|
58
|
Sterne Agee Group
Birmingham,
Alabama
|
$427K
|
+$441K
|
+43,650
|
New
|
|
|
59
|
Altus Capital
Mayfield Heights,
Ohio
|
$390K
|
–
|
–
|
–
|
|
|
60
|
King Investment Advisors
Houston,
Texas
|
$386K
|
–
|
–
|
–
|
|
|
61
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$356K
|
+$182
|
+18
|
+0%
|
|
|
62
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$352K
|
+$363K
|
+35,947
|
New
|
|
|
63
|
Family Capital Trust
Peabody,
Massachusetts
|
$342K
|
–
|
–
|
–
|
|
|
64
|
Orleans Capital Management
Mandeville,
Louisiana
|
$339K
|
–
|
–
|
–
|
|
|
65
|
KeyBank National Association
Cleveland,
Ohio
|
$334K
|
–
|
–
|
–
|
|
|
66
|
Lucas Capital Management
Red Bank,
New Jersey
|
$321K
|
-$23.2K
|
-2,300
|
-7%
|
|
|
67
|
National Planning Corporation
El Segundo,
California
|
$320K
|
-$77.3K
|
-7,648
|
-19%
|
|
|
68
|
Linscomb Wealth
Houston,
Texas
|
$308K
|
–
|
–
|
–
|
|
|
69
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$300K
|
+$22.1K
|
+2,189
|
+8%
|
|
|
70
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$271K
|
-$8.08K
|
-800
|
-3%
|
|
|
71
|
Private Wealth Partners
Mill Valley,
California
|
$264K
|
–
|
–
|
–
|
|
|
72
|
American International Group
New York
|
$246K
|
+$10.9K
|
+1,078
|
+4%
|
|
|
73
|
LVM Capital Management
Portage,
Michigan
|
$245K
|
+$101K
|
+10,000
|
+67%
|
|
|
74
|
EP Wealth Advisors
Torrance,
California
|
$245K
|
–
|
–
|
–
|
|
|
75
|
Evergreen Capital Management
Bellevue,
Washington
|
$242K
|
-$12.7M
|
-1,257,762
|
-98%
|
|
