|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.2M
|
-$41.9K
|
-2,000
|
-2%
|
|
|
2
|
North Star Investment Management
Chicago,
Illinois
|
$1.97M
|
–
|
–
|
–
|
|
|
3
|
|
$1.76M
|
-$31.4K
|
-1,500
|
-2%
|
|
|
4
|
M&R Capital Management
Summit,
New Jersey
|
$1.02M
|
–
|
–
|
–
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$993K
|
+$6.33K
|
+302
|
+0.6%
|
|
|
6
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$892K
|
–
|
–
|
–
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$872K
|
+$670
|
+32
|
+0.1%
|
|
|
8
|
Advisor Group
Phoenix,
Arizona
|
$860K
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$788K
|
-$110K
|
-5,234
|
-12%
|
|
|
10
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$751K
|
-$9.85K
|
-470
|
-1%
|
|
|
11
|
Acadian Asset Management
Boston,
Massachusetts
|
$711K
|
+$335K
|
+16,001
|
+88%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$660K
|
+$258K
|
+12,300
|
+63%
|
|
|
13
|
|
$571K
|
-$157K
|
-7,500
|
-21%
|
|
|
14
|
TIAA FSB
Jacksonville,
Florida
|
$540K
|
+$544K
|
+25,986
|
New
|
|
|
15
|
Chicago Trust
Grayslake,
Illinois
|
$528K
|
–
|
–
|
–
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$516K
|
–
|
–
|
–
|
|
|
17
|
Tortoise Investment Management
White Plains,
New York
|
$497K
|
+$456K
|
+21,789
|
+1,013%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$494K
|
–
|
–
|
–
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$376K
|
-$39.8K
|
-1,900
|
-9%
|
|
|
20
|
American Asset Management
Boca Raton,
Florida
|
$357K
|
–
|
–
|
–
|
|
|
21
|
Fusion Family Wealth
Woodbury,
New York
|
$357K
|
–
|
–
|
–
|
|
|
22
|
Geneva Advisors
Chicago,
Illinois
|
$337K
|
+$340K
|
+16,249
|
New
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$326K
|
–
|
–
|
–
|
|
|
24
|
Edge Wealth Management
New York
|
$272K
|
–
|
–
|
–
|
|
|
25
|
Cowen Prime Advisors
New York
|
$268K
|
–
|
–
|
–
|
|
