|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.1M
|
-$61.2K
|
-3,000
|
-3%
|
|
|
2
|
North Star Investment Management
Chicago,
Illinois
|
$1.94M
|
–
|
–
|
–
|
|
|
3
|
|
$1.73M
|
–
|
–
|
–
|
|
|
4
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.25M
|
+$367K
|
+17,967
|
+42%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.19M
|
+$326K
|
+15,982
|
+38%
|
|
|
6
|
M&R Capital Management
Summit,
New Jersey
|
$1.03M
|
–
|
–
|
–
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$964K
|
-$13.9K
|
-683
|
-1%
|
|
|
8
|
Acadian Asset Management
Boston,
Massachusetts
|
$947K
|
+$245K
|
+12,015
|
+35%
|
|
|
9
|
Advisor Group
Phoenix,
Arizona
|
$847K
|
–
|
–
|
–
|
|
|
10
|
|
$811K
|
+$249K
|
+12,177
|
+44%
|
|
|
11
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$740K
|
–
|
–
|
–
|
|
|
12
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$619K
|
+$617K
|
+30,249
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$618K
|
-$158K
|
-7,760
|
-20%
|
|
|
14
|
TIAA FSB
Jacksonville,
Florida
|
$532K
|
–
|
–
|
–
|
|
|
15
|
Chicago Trust
Grayslake,
Illinois
|
$520K
|
–
|
–
|
–
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$509K
|
–
|
–
|
–
|
|
|
17
|
Tortoise Investment Management
White Plains,
New York
|
$490K
|
–
|
–
|
–
|
|
|
18
|
LPL Financial
San Diego,
California
|
$486K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$413K
|
-$236K
|
-11,570
|
-36%
|
|
|
20
|
American Asset Management
Boca Raton,
Florida
|
$352K
|
–
|
–
|
–
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$321K
|
–
|
–
|
–
|
|
|
22
|
Cowen Prime Advisors
New York
|
$264K
|
–
|
–
|
–
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$264K
|
+$263K
|
+12,904
|
New
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$263K
|
-$107K
|
-5,250
|
-29%
|
|
|
25
|
Palisade Capital Management
Fort Lee,
New Jersey
|
$205K
|
–
|
–
|
–
|
|
