|
1
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.17M
|
–
|
–
|
–
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$1.72M
|
–
|
–
|
–
|
|
|
3
|
Mraz Amerine & Associates
Modesto,
California
|
$1.21M
|
-$5.19K
|
-522
|
-0.5%
|
|
|
4
|
|
$608K
|
-$52.1K
|
-5,240
|
-9%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$435K
|
+$108K
|
+10,893
|
+42%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$215K
|
-$9.93K
|
-998
|
-5%
|
|
|
7
|
Essex Financial Services
Essex,
Connecticut
|
$213K
|
+$179K
|
+17,969
|
New
|
|
|
8
|
CWA Asset Management Group
Naples,
Florida
|
$159K
|
-$52.7K
|
-5,299
|
-28%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$145K
|
–
|
–
|
–
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$52K
|
–
|
–
|
–
|
|
|
11
|
Bessemer Group
Woodbridge,
New Jersey
|
$35K
|
+$29.9K
|
+3,000
|
New
|
|
|
12
|
Spire Wealth Management
Mclean,
Virginia
|
$23K
|
–
|
–
|
–
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$14K
|
–
|
–
|
–
|
|
|
14
|
Credit Agricole
Montrouge Cedex,
France
|
$12K
|
–
|
–
|
–
|
|
|
15
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$12K
|
–
|
–
|
–
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$11K
|
–
|
–
|
–
|
|
|
17
|
|
$11K
|
–
|
–
|
–
|
|
|
18
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$6K
|
–
|
–
|
–
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$5K
|
+$4.61K
|
+463
|
New
|
|
|
20
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$3K
|
–
|
–
|
–
|
|
|
21
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
–
|
-$352K
|
-41,559
|
Closed
|
|
|
22
|
California Public Employees Retirement System
Sacramento,
California
|
–
|
-$175K
|
-20,671
|
Closed
|
|
|
23
|
|
–
|
-$88K
|
-10,419
|
Closed
|
|
|
24
|
Carroll Financial Associates
Charlotte,
North Carolina
|
–
|
-$53K
|
-6,290
|
Closed
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
–
|
-$5.92K
|
-700
|
Closed
|
|
