|
1
|
Montag & Associates
Atlanta,
Georgia
|
$1.19M
|
+$1.15M
|
+215,072
|
New
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$725K
|
+$30.7K
|
+5,747
|
+5%
|
|
|
3
|
North Star Investment Management
Chicago,
Illinois
|
$525K
|
–
|
–
|
–
|
|
|
4
|
|
$464K
|
-$5.34K
|
-999
|
-1%
|
|
|
5
|
Sequoia Financial Advisors
Akron,
Ohio
|
$452K
|
-$18.7K
|
-3,500
|
-4%
|
|
|
6
|
Vectors Research Management
New York
|
$401K
|
–
|
–
|
–
|
|
|
7
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$401K
|
–
|
–
|
–
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$293K
|
+$733
|
+137
|
+0.3%
|
|
|
9
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$205K
|
+$1.25K
|
+234
|
+0.6%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$194K
|
–
|
–
|
–
|
|
|
11
|
|
$163K
|
–
|
–
|
–
|
|
|
12
|
Bard Associates
Chicago,
Illinois
|
$160K
|
–
|
–
|
–
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$150K
|
–
|
–
|
–
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$138K
|
-$3.79K
|
-708
|
-3%
|
|
|
15
|
Oppenheimer & Co
New York
|
$137K
|
–
|
–
|
–
|
|
|
16
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$134K
|
–
|
–
|
–
|
|
|
17
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$120K
|
–
|
–
|
–
|
|
|
18
|
Silvercrest Asset Management
New York
|
$106K
|
–
|
–
|
–
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$105K
|
–
|
–
|
–
|
|
|
20
|
Tortoise Investment Management
White Plains,
New York
|
$105K
|
–
|
–
|
–
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$96.9K
|
–
|
–
|
–
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$95.5K
|
–
|
–
|
–
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$95.5K
|
-$24.7K
|
-4,623
|
-21%
|
|
|
24
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$91.1K
|
–
|
–
|
–
|
|
|
25
|
Baker Avenue Asset Management
San Francisco,
California
|
$88.7K
|
–
|
–
|
–
|
|
