|
1
|
North Star Investment Management
Chicago,
Illinois
|
$926K
|
–
|
–
|
–
|
|
|
2
|
Oppenheimer & Co
New York
|
$829K
|
–
|
–
|
–
|
|
|
3
|
|
$811K
|
–
|
–
|
–
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$774K
|
-$51.4K
|
-5,485
|
-6%
|
|
|
5
|
Busey Bank
Urbana,
Illinois
|
$421K
|
–
|
–
|
–
|
|
|
6
|
TIAA FSB
Jacksonville,
Florida
|
$419K
|
–
|
–
|
–
|
|
|
7
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$354K
|
–
|
–
|
–
|
|
|
8
|
Belpointe Asset Management
Reno,
Nevada
|
$345K
|
–
|
–
|
–
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$342K
|
–
|
–
|
–
|
|
|
10
|
D. Scott Neal
Lexington,
Kentucky
|
$333K
|
–
|
–
|
–
|
|
|
11
|
|
$288K
|
-$43.1K
|
-4,600
|
-14%
|
|
|
12
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$240K
|
–
|
–
|
–
|
|
|
13
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$237K
|
+$227K
|
+24,206
|
New
|
|
|
14
|
Gofen & Glossberg
Chicago,
Illinois
|
$224K
|
–
|
–
|
–
|
|
|
15
|
Tortoise Investment Management
White Plains,
New York
|
$211K
|
–
|
–
|
–
|
|
|
16
|
M&R Capital Management
Summit,
New Jersey
|
$173K
|
-$150K
|
-16,000
|
-47%
|
|
|
17
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$169K
|
+$162K
|
+17,266
|
New
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$168K
|
-$76.6K
|
-8,163
|
-32%
|
|
|
19
|
Apella Capital
West Hartford,
Connecticut
|
$168K
|
–
|
–
|
–
|
|
|
20
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$161K
|
–
|
–
|
–
|
|
|
21
|
Fiduciary Trust
Boston,
Massachusetts
|
$157K
|
+$150K
|
+16,000
|
New
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$155K
|
+$36K
|
+3,838
|
+32%
|
|
|
23
|
Financial Partners Capital Management
New York
|
$132K
|
–
|
–
|
–
|
|
|
24
|
Cowen Prime Advisors
New York
|
$126K
|
–
|
–
|
–
|
|
|
25
|
TD Capital Management
Memphis,
Tennessee
|
$124K
|
+$413
|
+44
|
+0.3%
|
|
