|
26
|
Strategic Capital Advisers
Denver,
Colorado
|
$357K
|
+$369K
|
+29,300
|
New
|
|
|
27
|
Windsor Creek Advisors
Bethel,
Vermont
|
$331K
|
–
|
–
|
–
|
|
|
28
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$313K
|
+$391
|
+31
|
+0.1%
|
|
|
29
|
US Bancorp
Minneapolis,
Minnesota
|
$309K
|
–
|
–
|
–
|
|
|
30
|
Knightsbridge Asset Management
Newport Beach,
California
|
$268K
|
–
|
–
|
–
|
|
|
31
|
Oppenheimer & Co
New York
|
$251K
|
–
|
–
|
–
|
|
|
32
|
Point View Wealth Management
Summit,
New Jersey
|
$250K
|
–
|
–
|
–
|
|
|
33
|
D.A. Davidson & Co
Great Falls,
Montana
|
$227K
|
–
|
–
|
–
|
|
|
34
|
MML Investors Services
Springfield,
Massachusetts
|
$215K
|
-$157K
|
-12,445
|
-41%
|
|
|
35
|
Parametric Portfolio Associates
Seattle,
Washington
|
$201K
|
+$208K
|
+16,530
|
New
|
|
|
36
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$192K
|
-$8K
|
-635
|
-4%
|
|
|
37
|
Smith, Moore & Co
Clayton,
Missouri
|
$187K
|
–
|
–
|
–
|
|
|
38
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$186K
|
–
|
–
|
–
|
|
|
39
|
Private Advisor Group
Morristown,
New Jersey
|
$143K
|
–
|
–
|
–
|
|
|
40
|
Curi RMB Capital
Chicago,
Illinois
|
$143K
|
+$147K
|
+11,700
|
New
|
|
|
41
|
Clean Yield Group
Norwich,
Vermont
|
$91K
|
+$94.5K
|
+7,500
|
New
|
|
|
42
|
American Portfolios Advisors
Holbrook,
New York
|
$81.5K
|
–
|
–
|
–
|
|
|
43
|
First Horizon Advisors
Memphis,
Tennessee
|
$50K
|
–
|
–
|
–
|
|
|
44
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$50K
|
–
|
–
|
–
|
|
|
45
|
Wolverine Asset Management
Chicago,
Illinois
|
$39K
|
+$41.3K
|
+3,275
|
New
|
|
|
46
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$16K
|
–
|
–
|
–
|
|
|
47
|
Barclays
London,
United Kingdom
|
$14K
|
+$12.6K
|
+1,003
|
New
|
|
|
48
|
Fortis Group Advisors
Westwood,
New Jersey
|
$10K
|
+$10.9K
|
+866
|
New
|
|
|
49
|
Highlander Capital Management
Short Hills,
New Jersey
|
$6K
|
–
|
–
|
–
|
|
|
50
|
Whittier Trust
South Pasadena,
California
|
$6K
|
–
|
–
|
–
|
|
