|
1
|
Vanguard Group
Malvern,
Pennsylvania
|
$10.2M
|
+$8.11M
|
+861,911
|
New
|
|
|
2
|
First Western Trust Bank
Denver,
Colorado
|
$4.72M
|
-$1.66M
|
-177,000
|
-31%
|
|
|
3
|
Bard Associates
Chicago,
Illinois
|
$2.32M
|
-$132K
|
-14,050
|
-7%
|
|
|
4
|
|
$1.33M
|
+$190K
|
+20,253
|
+22%
|
|
|
5
|
Fort Point Capital Partners
San Francisco,
California
|
$919K
|
+$165K
|
+17,500
|
+29%
|
|
|
6
|
EAM Investors
Solana Beach,
California
|
$809K
|
+$646K
|
+68,655
|
New
|
|
|
7
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$544K
|
+$434K
|
+46,113
|
New
|
|
|
8
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$479K
|
+$187K
|
+19,833
|
+95%
|
|
|
9
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$236K
|
+$188K
|
+20,000
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$200K
|
+$115K
|
+12,243
|
+259%
|
|
|
11
|
North Capital
Salt Lake City,
Utah
|
$177K
|
+$27.1K
|
+2,879
|
+24%
|
|
|
12
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$109K
|
-$18.8K
|
-2,000
|
-18%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$32.9K
|
+$26.2K
|
+2,789
|
New
|
|
|
14
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$11.8K
|
+$9.41K
|
+1,001
|
New
|
|
|
15
|
Tortoise Investment Management
White Plains,
New York
|
$2.36K
|
-$3.76K
|
-400
|
-67%
|
|
|
16
|
|
$413
|
+$329
|
+35
|
New
|
|
|
17
|
Focus Partners Wealth
Boston,
Massachusetts
|
–
|
-$596K
|
-64,407
|
Closed
|
|
|
18
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
–
|
-$393K
|
-42,474
|
Closed
|
|
|
19
|
Willis Investment Counsel
Gainesville,
Georgia
|
–
|
-$299K
|
-32,306
|
Closed
|
|
|
20
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
–
|
-$171K
|
-18,515
|
Closed
|
|
|
21
|
Gabelli Funds
Rye,
New York
|
–
|
-$157K
|
-17,000
|
Closed
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
–
|
-$92.5K
|
-10,000
|
Closed
|
|
|
23
|
|
–
|
-$19.8K
|
-2,138
|
Closed
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$1K
|
-143
|
Closed
|
|
