|
1
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.92M
|
–
|
–
|
–
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$1.07M
|
-$7
|
-1
|
-0%
|
|
|
3
|
Mraz Amerine & Associates
Modesto,
California
|
$870K
|
-$480
|
-73
|
-0.1%
|
|
|
4
|
CWA Asset Management Group
Naples,
Florida
|
$196K
|
+$29.8K
|
+4,532
|
+21%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$175K
|
-$7
|
-1
|
-0%
|
|
|
6
|
Steward Partners Investment Advisory
New York
|
$155K
|
+$138K
|
+21,000
|
New
|
|
|
7
|
California Public Employees Retirement System
Sacramento,
California
|
$154K
|
–
|
–
|
–
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$146K
|
+$4.63K
|
+704
|
+4%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$101K
|
+$7.19K
|
+1,093
|
+9%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$28K
|
-$15.6K
|
-2,378
|
-38%
|
|
|
11
|
|
$28K
|
-$822
|
-125
|
-3%
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$7K
|
–
|
–
|
–
|
|
|
13
|
|
$7K
|
–
|
–
|
–
|
|
|
14
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$7K
|
+$6.59K
|
+1,002
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
+$769
|
+117
|
New
|
|
|
16
|
Victory Capital Management
San Antonio,
Texas
|
–
|
-$6K
|
-1,039
|
Closed
|
|
|
17
|
Ameritas Investment Company
Lincoln,
Nebraska
|
–
|
-$5K
|
-1,000
|
Closed
|
|
|
18
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
–
|
-$5K
|
-810
|
Closed
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$3K
|
-463
|
Closed
|
|
