|
26
|
Guggenheim Capital
Chicago,
Illinois
|
$278K
|
-$59.1K
|
-5,206
|
-18%
|
|
|
27
|
Tocqueville Asset Management
New York
|
$246K
|
+$20.2K
|
+1,778
|
+9%
|
|
|
28
|
Brown Brothers Harriman & Co
New York
|
$230K
|
–
|
–
|
–
|
|
|
29
|
TFS Capital
West Chester,
Pennsylvania
|
$227K
|
-$1.23M
|
-108,598
|
-85%
|
|
|
30
|
Ancora Advisors
Cleveland,
Ohio
|
$201K
|
-$198K
|
-17,432
|
Closed
|
|
|
31
|
Landscape Capital Management
Englewood,
New Jersey
|
$192K
|
+$15.7K
|
+1,384
|
+9%
|
|
|
32
|
Peak Asset Management
Louisville,
Colorado
|
$185K
|
+$12.4K
|
+1,092
|
+7%
|
|
|
33
|
Atherton Lane Advisers
Menlo Park,
California
|
$173K
|
-$429K
|
-37,735
|
-72%
|
|
|
34
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$173K
|
+$11.6K
|
+1,020
|
+7%
|
|
|
35
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$169K
|
+$1.9K
|
+167
|
+1%
|
|
|
36
|
SOL Capital Management
Rockville,
Maryland
|
$141K
|
–
|
–
|
–
|
|
|
37
|
Advisor Partners
Walnut Creek,
California
|
$139K
|
–
|
–
|
–
|
|
|
38
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$136K
|
–
|
–
|
–
|
|
|
39
|
UBS Group
Zurich,
Switzerland
|
$132K
|
-$75.8K
|
-6,669
|
-37%
|
|
|
40
|
Truist Financial
Charlotte,
North Carolina
|
$128K
|
+$126K
|
+11,078
|
New
|
|
|
41
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$115K
|
+$114K
|
+10,000
|
New
|
|
|
42
|
|
$61K
|
+$10.5K
|
+924
|
+22%
|
|
|
43
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$27K
|
-$2.92K
|
-257
|
-10%
|
|
|
44
|
Community Financial Services Group
Newport,
Vermont
|
$19K
|
–
|
–
|
–
|
|
|
45
|
|
$17K
|
+$2.17K
|
+191
|
+15%
|
|
|
46
|
US Bancorp
Minneapolis,
Minnesota
|
$11K
|
+$2.7K
|
+238
|
+32%
|
|
|
47
|
Creative Planning
Overland Park,
Kansas
|
$11K
|
+$11.2K
|
+988
|
New
|
|
|
48
|
North Star Investment Management
Chicago,
Illinois
|
$8K
|
+$1.23K
|
+108
|
+19%
|
|
|
49
|
Bartlett & Co
Cincinnati,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
50
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$3K
|
+$477
|
+42
|
+19%
|
|
