|
1
|
North Star Investment Management
Chicago,
Illinois
|
$1.62M
|
–
|
–
|
–
|
|
|
2
|
|
$1.34M
|
-$67.3K
|
-4,000
|
-5%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.16M
|
-$8.41K
|
-500
|
-0.7%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$997K
|
+$4.71K
|
+280
|
+0.5%
|
|
|
5
|
M&R Capital Management
Summit,
New Jersey
|
$820K
|
–
|
–
|
–
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$775K
|
-$9.7K
|
-577
|
-1%
|
|
|
7
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$618K
|
–
|
–
|
–
|
|
|
8
|
Advisor Group
Phoenix,
Arizona
|
$550K
|
-$96.7K
|
-5,750
|
-15%
|
|
|
9
|
Tortoise Investment Management
White Plains,
New York
|
$478K
|
–
|
–
|
–
|
|
|
10
|
|
$463K
|
+$160K
|
+9,519
|
+54%
|
|
|
11
|
Acadian Asset Management
Boston,
Massachusetts
|
$454K
|
-$91.2K
|
-5,425
|
-17%
|
|
|
12
|
TIAA FSB
Jacksonville,
Florida
|
$444K
|
–
|
–
|
–
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$398K
|
-$4.2K
|
-250
|
-1%
|
|
|
14
|
Chicago Trust
Grayslake,
Illinois
|
$391K
|
–
|
–
|
–
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$354K
|
-$25.2K
|
-1,500
|
-7%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$351K
|
-$54.3K
|
-3,226
|
-14%
|
|
|
17
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$294K
|
+$289K
|
+17,206
|
New
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$270K
|
–
|
–
|
–
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$268K
|
–
|
–
|
–
|
|
|
20
|
American Portfolios Advisors
Holbrook,
New York
|
$236K
|
–
|
–
|
–
|
|
|
21
|
Cowen Prime Advisors
New York
|
$221K
|
–
|
–
|
–
|
|
|
22
|
Cobiz Wealth
Denver,
Colorado
|
$221K
|
+$217K
|
+12,909
|
New
|
|
|
23
|
Fusion Family Wealth
Woodbury,
New York
|
$149K
|
–
|
–
|
–
|
|
|
24
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$147K
|
–
|
–
|
–
|
|
|
25
|
YorkBridge Wealth Partners
New York
|
$147K
|
–
|
–
|
–
|
|
