|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.13M
|
–
|
–
|
–
|
|
|
2
|
North Star Investment Management
Chicago,
Illinois
|
$1.96M
|
–
|
–
|
–
|
|
|
3
|
|
$1.79M
|
+$40.8K
|
+2,000
|
+2%
|
|
|
4
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.26M
|
–
|
–
|
–
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.2M
|
+$2.36K
|
+116
|
+0.2%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$1.15M
|
+$174K
|
+8,528
|
+18%
|
|
|
7
|
M&R Capital Management
Summit,
New Jersey
|
$1.05M
|
–
|
–
|
–
|
|
|
8
|
Acadian Asset Management
Boston,
Massachusetts
|
$1.03M
|
+$76.3K
|
+3,745
|
+8%
|
|
|
9
|
Advisor Group
Phoenix,
Arizona
|
$856K
|
–
|
–
|
–
|
|
|
10
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$748K
|
–
|
–
|
–
|
|
|
11
|
Tortoise Investment Management
White Plains,
New York
|
$629K
|
+$131K
|
+6,452
|
+27%
|
|
|
12
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$626K
|
–
|
–
|
–
|
|
|
13
|
|
$598K
|
-$219K
|
-10,755
|
-27%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$544K
|
-$79.4K
|
-3,895
|
-13%
|
|
|
15
|
TIAA FSB
Jacksonville,
Florida
|
$537K
|
–
|
–
|
–
|
|
|
16
|
LPL Financial
San Diego,
California
|
$492K
|
–
|
–
|
–
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$487K
|
-$26.7K
|
-1,308
|
-5%
|
|
|
18
|
Chicago Trust
Grayslake,
Illinois
|
$474K
|
-$50.9K
|
-2,500
|
-10%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$465K
|
+$46.2K
|
+2,267
|
+11%
|
|
|
20
|
American Asset Management
Boca Raton,
Florida
|
$356K
|
–
|
–
|
–
|
|
|
21
|
American Portfolios Advisors
Holbrook,
New York
|
$347K
|
+$342K
|
+16,780
|
New
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$325K
|
–
|
–
|
–
|
|
|
23
|
Cowen Prime Advisors
New York
|
$267K
|
–
|
–
|
–
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$244K
|
-$21.7K
|
-1,065
|
-8%
|
|
|
25
|
Fusion Family Wealth
Woodbury,
New York
|
$181K
|
+$178K
|
+8,745
|
New
|
|
