|
1
|
North Star Investment Management
Chicago,
Illinois
|
$1.14M
|
–
|
–
|
–
|
|
|
2
|
|
$883K
|
-$49.2K
|
-4,200
|
-5%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$855K
|
+$137K
|
+11,695
|
+20%
|
|
|
4
|
Busey Bank
Urbana,
Illinois
|
$518K
|
–
|
–
|
–
|
|
|
5
|
TIAA FSB
Jacksonville,
Florida
|
$516K
|
–
|
–
|
–
|
|
|
6
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$436K
|
–
|
–
|
–
|
|
|
7
|
D. Scott Neal
Lexington,
Kentucky
|
$422K
|
+$410K
|
+35,000
|
New
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$422K
|
+$410K
|
+35,000
|
New
|
|
|
9
|
|
$416K
|
-$23.4K
|
-2,000
|
-5%
|
|
|
10
|
M&R Capital Management
Summit,
New Jersey
|
$405K
|
-$46.9K
|
-4,000
|
-11%
|
|
|
11
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$320K
|
–
|
–
|
–
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$316K
|
–
|
–
|
–
|
|
|
13
|
Gofen & Glossberg
Chicago,
Illinois
|
$276K
|
–
|
–
|
–
|
|
|
14
|
Tortoise Investment Management
White Plains,
New York
|
$260K
|
–
|
–
|
–
|
|
|
15
|
|
$259K
|
+$252K
|
+21,507
|
New
|
|
|
16
|
Apella Capital
West Hartford,
Connecticut
|
$207K
|
+$202K
|
+17,206
|
New
|
|
|
17
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$193K
|
–
|
–
|
–
|
|
|
18
|
Financial Partners Capital Management
New York
|
$162K
|
–
|
–
|
–
|
|
|
19
|
Cowen Prime Advisors
New York
|
$155K
|
–
|
–
|
–
|
|
|
20
|
Coldstream Capital Management
Bellevue,
Washington
|
$152K
|
–
|
–
|
–
|
|
|
21
|
TD Capital Management
Memphis,
Tennessee
|
$151K
|
+$147K
|
+12,524
|
New
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$150K
|
-$158K
|
-13,499
|
-52%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$149K
|
–
|
–
|
–
|
|
|
24
|
Acadian Asset Management
Boston,
Massachusetts
|
$137K
|
-$3.53K
|
-301
|
-3%
|
|
|
25
|
Country Trust Bank
Bloomington,
Illinois
|
$111K
|
–
|
–
|
–
|
|
