|
51
|
Northern Trust
Chicago,
Illinois
|
$261K
|
+$253K
|
+20,000
|
New
|
|
|
52
|
William Blair & Company
Chicago,
Illinois
|
$248K
|
–
|
–
|
–
|
|
|
53
|
Family Capital Trust
Peabody,
Massachusetts
|
$238K
|
–
|
–
|
–
|
|
|
54
|
IPG Investment Advisors
San Diego,
California
|
$210K
|
–
|
–
|
–
|
|
|
55
|
Gofen & Glossberg
Chicago,
Illinois
|
$209K
|
–
|
–
|
–
|
|
|
56
|
Oppenheimer & Close
New York
|
$209K
|
–
|
–
|
–
|
|
|
57
|
Bank of New York Mellon
New York
|
$205K
|
+$199K
|
+15,700
|
New
|
|
|
58
|
Doheny Asset Management
Los Angeles,
California
|
$202K
|
+$196K
|
+15,500
|
New
|
|
|
59
|
Asset Advisors Corp
Augusta,
Georgia
|
$196K
|
–
|
–
|
–
|
|
|
60
|
Macroview Investment Management
Bethesda,
Maryland
|
$186K
|
–
|
–
|
–
|
|
|
61
|
Citadel Advisors
Miami,
Florida
|
$165K
|
+$10.9K
|
+860
|
+7%
|
|
|
62
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$155K
|
-$10.6K
|
-840
|
-7%
|
|
|
63
|
Tarbox Family Office
Newport Beach,
California
|
$130K
|
-$830K
|
-65,500
|
-87%
|
|
|
64
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$123K
|
-$12.5K
|
-990
|
-10%
|
|
|
65
|
Weatherly Asset Management
Del Mar,
California
|
$114K
|
+$111K
|
+8,770
|
New
|
|
|
66
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$109K
|
-$9.5K
|
-750
|
-8%
|
|
|
67
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$94K
|
-$13.9K
|
-1,100
|
-13%
|
|
|
68
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$91K
|
–
|
–
|
–
|
|
|
69
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$74K
|
+$72.3K
|
+5,710
|
New
|
|
|
70
|
|
$70K
|
–
|
–
|
–
|
|
|
71
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$64K
|
–
|
–
|
–
|
|
|
72
|
CapWealth Advisors
Franklin,
Tennessee
|
$55K
|
–
|
–
|
–
|
|
|
73
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$44.1K
|
+$42.8K
|
+3,380
|
New
|
|
|
74
|
Creative Planning
Overland Park,
Kansas
|
$35K
|
–
|
–
|
–
|
|
|
75
|
Envestnet Asset Management
Chicago,
Illinois
|
$31K
|
-$25.1K
|
-1,980
|
-46%
|
|
