|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.24M
|
-$26.4K
|
-1,286
|
-1%
|
|
|
2
|
North Star Investment Management
Chicago,
Illinois
|
$1.96M
|
–
|
–
|
–
|
|
|
3
|
|
$1.79M
|
-$61.5K
|
-3,000
|
-3%
|
|
|
4
|
M&R Capital Management
Summit,
New Jersey
|
$1.05M
|
–
|
–
|
–
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$986K
|
+$974K
|
+47,500
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$897K
|
+$473K
|
+23,055
|
+114%
|
|
|
7
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$891K
|
+$880K
|
+42,931
|
New
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$871K
|
+$656
|
+32
|
+0.1%
|
|
|
9
|
Advisor Group
Phoenix,
Arizona
|
$860K
|
–
|
–
|
–
|
|
|
10
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$732K
|
–
|
–
|
–
|
|
|
11
|
|
$726K
|
-$47.5K
|
-2,318
|
-6%
|
|
|
12
|
TIAA CREF Trust
St Louis,
Missouri
|
$539K
|
+$176K
|
+8,603
|
+49%
|
|
|
13
|
Chicago Trust
Grayslake,
Illinois
|
$527K
|
-$8.32K
|
-406
|
-2%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$516K
|
-$26.8K
|
-1,309
|
-5%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$491K
|
+$487K
|
+23,774
|
New
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$416K
|
-$102K
|
-4,975
|
-20%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$404K
|
-$34.9K
|
-1,700
|
-8%
|
|
|
18
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$387K
|
–
|
–
|
–
|
|
|
19
|
Acadian Asset Management
Boston,
Massachusetts
|
$378K
|
-$423K
|
-20,625
|
-53%
|
|
|
20
|
American Asset Management
Boca Raton,
Florida
|
$357K
|
–
|
–
|
–
|
|
|
21
|
Fusion Family Wealth
Woodbury,
New York
|
$357K
|
–
|
–
|
–
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$326K
|
–
|
–
|
–
|
|
|
23
|
Cowen Prime Advisors
New York
|
$268K
|
–
|
–
|
–
|
|
|
24
|
Edge Wealth Management
New York
|
$263K
|
–
|
–
|
–
|
|
|
25
|
Palisade Capital Management
Fort Lee,
New Jersey
|
$249K
|
-$20.5K
|
-1,000
|
-8%
|
|
