|
1
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.45M
|
–
|
–
|
–
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$797K
|
–
|
–
|
–
|
|
|
3
|
Mraz Amerine & Associates
Modesto,
California
|
$653K
|
-$5.76K
|
-919
|
-0.8%
|
|
|
4
|
Leo Brokerage
Hurst,
Texas
|
$348K
|
+$296K
|
+47,184
|
New
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$220K
|
+$251K
|
+40,000
|
New
|
|
|
6
|
CWA Asset Management Group
Naples,
Florida
|
$168K
|
+$24.4K
|
+3,888
|
+15%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$160K
|
+$33.5K
|
+5,334
|
+23%
|
|
|
8
|
California Public Employees Retirement System
Sacramento,
California
|
$115K
|
–
|
–
|
–
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$113K
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$81K
|
+$6.02K
|
+960
|
+7%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$24K
|
+$3.66K
|
+584
|
+15%
|
|
|
12
|
|
$21K
|
–
|
–
|
–
|
|
|
13
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$6K
|
–
|
–
|
–
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$6K
|
–
|
–
|
–
|
|
|
15
|
|
$5K
|
–
|
–
|
–
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
$3K
|
+$2.9K
|
+463
|
New
|
|
|
17
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$3K
|
+$3.14K
|
+500
|
New
|
|
|
18
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$2K
|
+$1.88K
|
+300
|
New
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
–
|
-$155K
|
-21,000
|
Closed
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$1K
|
-117
|
Closed
|
|
