|
26
|
|
$308K
|
+$5.45K
|
+213
|
+2%
|
|
|
27
|
Bard Associates
Chicago,
Illinois
|
$231K
|
+$220K
|
+8,610
|
New
|
|
|
28
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$228K
|
–
|
–
|
–
|
|
|
29
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$220K
|
+$128
|
+5
|
+0.1%
|
|
|
30
|
TAP Consulting
Kirkwood,
Missouri
|
$211K
|
+$201K
|
+7,867
|
New
|
|
|
31
|
Rockefeller Capital Management
New York
|
$46K
|
+$9.14K
|
+357
|
+26%
|
|
|
32
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$36K
|
–
|
–
|
–
|
|
|
33
|
Tradition Wealth Management
Edina,
Minnesota
|
$36K
|
+$1.15K
|
+45
|
+3%
|
|
|
34
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$30K
|
+$28.2K
|
+1,100
|
New
|
|
|
35
|
Harbour Investments
Madison,
Wisconsin
|
$27K
|
–
|
–
|
–
|
|
|
36
|
|
$27K
|
–
|
–
|
–
|
|
|
37
|
American Portfolios Advisors
Holbrook,
New York
|
$23.6K
|
–
|
–
|
–
|
|
|
38
|
Steward Partners Investment Advisory
New York
|
$20K
|
+$614
|
+24
|
+3%
|
|
|
39
|
Geneos Wealth Management
Englewood,
Colorado
|
$10K
|
–
|
–
|
–
|
|
|
40
|
Sandy Spring Bank
Olney,
Maryland
|
$10K
|
–
|
–
|
–
|
|
|
41
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$6K
|
–
|
–
|
–
|
|
|
42
|
Advisory Services Network
Atlanta,
Georgia
|
$6K
|
+$5.55K
|
+217
|
New
|
|
|
43
|
Bank of America
Charlotte,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
|
44
|
Callodine Capital Management
Boston,
Massachusetts
|
–
|
-$2.7M
|
-106,473
|
Closed
|
|
|
45
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$1.65M
|
-65,249
|
Closed
|
|
|
46
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
–
|
-$1.07M
|
-42,100
|
Closed
|
|
|
47
|
Marshall Wace
London,
United Kingdom
|
–
|
-$603K
|
-23,832
|
Closed
|
|
|
48
|
California Public Employees Retirement System
Sacramento,
California
|
–
|
-$473K
|
-18,700
|
Closed
|
|
|
49
|
WNY Asset Management
Williamsville,
New York
|
–
|
-$236K
|
-9,350
|
Closed
|
|
|
50
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$217K
|
-8,735
|
Closed
|
|
