|
1
|
North Star Investment Management
Chicago,
Illinois
|
$865K
|
–
|
–
|
–
|
|
|
2
|
|
$709K
|
–
|
–
|
–
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$569K
|
-$90.6K
|
-11,603
|
-16%
|
|
|
4
|
Busey Bank
Urbana,
Illinois
|
$393K
|
–
|
–
|
–
|
|
|
5
|
TIAA FSB
Jacksonville,
Florida
|
$392K
|
–
|
–
|
–
|
|
|
6
|
M&R Capital Management
Summit,
New Jersey
|
$344K
|
-$15.6K
|
-2,000
|
-5%
|
|
|
7
|
|
$333K
|
–
|
–
|
–
|
|
|
8
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$330K
|
–
|
–
|
–
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$265K
|
-$69.2K
|
-8,862
|
-23%
|
|
|
10
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$242K
|
-$6.31K
|
-808
|
-3%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$240K
|
–
|
–
|
–
|
|
|
12
|
Tortoise Investment Management
White Plains,
New York
|
$214K
|
-$29.3K
|
-3,750
|
-14%
|
|
|
13
|
Gofen & Glossberg
Chicago,
Illinois
|
$209K
|
–
|
–
|
–
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$177K
|
-$7.81K
|
-1,000
|
-5%
|
|
|
15
|
First National Bank of South Miami
South Miami,
Florida
|
$163K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$162K
|
+$66K
|
+8,448
|
+92%
|
|
|
17
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$150K
|
+$128K
|
+16,408
|
New
|
|
|
18
|
|
$129K
|
+$75.5K
|
+9,662
|
+216%
|
|
|
19
|
Financial Partners Capital Management
New York
|
$123K
|
–
|
–
|
–
|
|
|
20
|
Acadian Asset Management
Boston,
Massachusetts
|
$119K
|
-$14K
|
-1,787
|
-12%
|
|
|
21
|
Cowen Prime Advisors
New York
|
$118K
|
–
|
–
|
–
|
|
|
22
|
Coldstream Capital Management
Bellevue,
Washington
|
$116K
|
+$98.8K
|
+12,646
|
New
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$113K
|
–
|
–
|
–
|
|
|
24
|
American Portfolios Advisors
Holbrook,
New York
|
$89.4K
|
-$31.3K
|
-4,000
|
-29%
|
|
|
25
|
Country Trust Bank
Bloomington,
Illinois
|
$84K
|
–
|
–
|
–
|
|
