|
26
|
Landscape Capital Management
Englewood,
New Jersey
|
$290K
|
-$37K
|
-3,251
|
-11%
|
|
|
27
|
John G. Ullman & Associates
Corning,
New York
|
$246K
|
-$32.5K
|
-2,850
|
-11%
|
|
|
28
|
Tocqueville Asset Management
New York
|
$238K
|
–
|
–
|
–
|
|
|
29
|
Brown Brothers Harriman & Co
New York
|
$217K
|
–
|
–
|
–
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$203K
|
+$59K
|
+5,179
|
+38%
|
|
|
31
|
Ancora Advisors
Cleveland,
Ohio
|
$189K
|
–
|
–
|
–
|
|
|
32
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$167K
|
+$8.63K
|
+757
|
+5%
|
|
|
33
|
Shaker Financial Services
Arlington,
Virginia
|
$152K
|
-$394K
|
-34,556
|
-71%
|
|
|
34
|
SOL Capital Management
Rockville,
Maryland
|
$136K
|
+$3.12K
|
+274
|
+2%
|
|
|
35
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$128K
|
–
|
–
|
–
|
|
|
36
|
Atherton Lane Advisers
Menlo Park,
California
|
$117K
|
-$30.4K
|
-2,665
|
-20%
|
|
|
37
|
Truist Financial
Charlotte,
North Carolina
|
$114K
|
+$2.69K
|
+236
|
+2%
|
|
|
38
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$111K
|
+$2.63K
|
+231
|
+2%
|
|
|
39
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$70K
|
-$69.5K
|
-6,100
|
-49%
|
|
|
40
|
BlackRock Advisors
Wilmington,
Delaware
|
$68K
|
+$14.1K
|
+1,240
|
+25%
|
|
|
41
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$53K
|
+$55.5K
|
+4,874
|
New
|
|
|
42
|
|
$47K
|
+$1.09K
|
+96
|
+2%
|
|
|
43
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$25K
|
–
|
–
|
–
|
|
|
44
|
Community Financial Services Group
Newport,
Vermont
|
$18K
|
–
|
–
|
–
|
|
|
45
|
|
$17K
|
+$387
|
+34
|
+2%
|
|
|
46
|
US Bancorp
Minneapolis,
Minnesota
|
$11K
|
–
|
–
|
–
|
|
|
47
|
Creative Planning
Overland Park,
Kansas
|
$11K
|
+$11.6K
|
+1,022
|
New
|
|
|
48
|
North Star Investment Management
Chicago,
Illinois
|
$7K
|
–
|
–
|
–
|
|
|
49
|
Bartlett & Co
Cincinnati,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
50
|
Weiss Asset Management
Boston,
Massachusetts
|
–
|
-$1.17M
|
-100,005
|
Closed
|
|
