|
1
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.26M
|
–
|
–
|
–
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$1.23M
|
–
|
–
|
–
|
|
|
3
|
Mraz Amerine & Associates
Modesto,
California
|
$871K
|
-$24.1K
|
-2,772
|
-3%
|
|
|
4
|
|
$479K
|
+$372K
|
+42,802
|
+309%
|
|
|
5
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$352K
|
+$361K
|
+41,559
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$219K
|
-$5.06K
|
-582
|
-2%
|
|
|
7
|
California Public Employees Retirement System
Sacramento,
California
|
$175K
|
-$1.99K
|
-229
|
-1%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$162K
|
-$4.57K
|
-525
|
-3%
|
|
|
9
|
CWA Asset Management Group
Naples,
Florida
|
$158K
|
-$26.4K
|
-3,039
|
-14%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$104K
|
-$3.7K
|
-425
|
-3%
|
|
|
11
|
|
$88K
|
+$90.6K
|
+10,419
|
New
|
|
|
12
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$53K
|
+$54.7K
|
+6,290
|
New
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$37K
|
–
|
–
|
–
|
|
|
14
|
Spire Wealth Management
Mclean,
Virginia
|
$16K
|
+$16.7K
|
+1,922
|
New
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$10K
|
–
|
–
|
–
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$10K
|
+$10.4K
|
+1,200
|
New
|
|
|
17
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$8K
|
–
|
–
|
–
|
|
|
18
|
|
$8K
|
–
|
–
|
–
|
|
|
19
|
Credit Agricole
Montrouge Cedex,
France
|
$8K
|
+$8.7K
|
+1,000
|
New
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$5.92K
|
+$6.09K
|
+700
|
New
|
|
|
21
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$4K
|
–
|
–
|
–
|
|
|
22
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$2K
|
+$2.28K
|
+262
|
New
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$157K
|
-19,000
|
Closed
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$4K
|
-463
|
Closed
|
|
