|
26
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$255K
|
+$245K
|
+35,170
|
New
|
|
|
27
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$235K
|
+$59.2K
|
+8,480
|
+35%
|
|
|
28
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$230K
|
–
|
–
|
–
|
|
|
29
|
Adalta Capital Management
New York
|
$223K
|
+$213K
|
+30,487
|
New
|
|
|
30
|
P.R. Herzig & Co
Roslyn Heights,
New York
|
$210K
|
-$135K
|
-19,400
|
-40%
|
|
|
31
|
Citadel Advisors
Miami,
Florida
|
$196K
|
+$9.45K
|
+1,354
|
+5%
|
|
|
32
|
United Capital Financial Advisors
Irving,
Texas
|
$172K
|
–
|
–
|
–
|
|
|
33
|
Karpas Strategies
Litchfield,
Connecticut
|
$171K
|
+$8.03K
|
+1,150
|
+5%
|
|
|
34
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$169K
|
-$161K
|
-23,000
|
-50%
|
|
|
35
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$157K
|
+$151K
|
+21,675
|
New
|
|
|
36
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$152K
|
–
|
–
|
–
|
|
|
37
|
Everett Harris & Co
Los Angeles,
California
|
$152K
|
–
|
–
|
–
|
|
|
38
|
Virtu KCG Holdings
New York
|
$140K
|
+$135K
|
+19,405
|
New
|
|
|
39
|
Diligent Investors
Redlands,
California
|
$119K
|
–
|
–
|
–
|
|
|
40
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$118K
|
-$41.2K
|
-5,900
|
-27%
|
|
|
41
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$108K
|
+$14.4K
|
+2,057
|
+16%
|
|
|
42
|
William Blair & Company
Chicago,
Illinois
|
$92K
|
–
|
–
|
–
|
|
|
43
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$87K
|
-$17.9K
|
-2,568
|
-18%
|
|
|
44
|
UBS Group
Zurich,
Switzerland
|
$81K
|
-$27.3K
|
-3,907
|
-26%
|
|
|
45
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$79K
|
-$6.98K
|
-1,000
|
-8%
|
|
|
46
|
Wolverine Trading
Chicago,
Illinois
|
$76K
|
-$62.2K
|
-8,917
|
-45%
|
|
|
47
|
Wells Fargo
San Francisco,
California
|
$71K
|
+$12K
|
+1,724
|
+21%
|
|
|
48
|
Advisor Group
Phoenix,
Arizona
|
$65K
|
+$1.16K
|
+166
|
+2%
|
|
|
49
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$64K
|
-$2.44K
|
-350
|
-4%
|
|
|
50
|
Crosspoint Capital Strategies
Orinda,
California
|
$52K
|
–
|
–
|
–
|
|
