|
1
|
North Star Investment Management
Chicago,
Illinois
|
$606K
|
–
|
–
|
–
|
|
|
2
|
Oppenheimer & Co
New York
|
$542K
|
–
|
–
|
–
|
|
|
3
|
|
$531K
|
–
|
–
|
–
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$496K
|
-$12.8K
|
-1,732
|
-2%
|
|
|
5
|
TIAA FSB
Jacksonville,
Florida
|
$274K
|
–
|
–
|
–
|
|
|
6
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$231K
|
–
|
–
|
–
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$224K
|
–
|
–
|
–
|
|
|
8
|
D. Scott Neal
Lexington,
Kentucky
|
$218K
|
–
|
–
|
–
|
|
|
9
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$157K
|
–
|
–
|
–
|
|
|
10
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$155K
|
–
|
–
|
–
|
|
|
11
|
|
$152K
|
-$738
|
-100
|
-0.4%
|
|
|
12
|
Gofen & Glossberg
Chicago,
Illinois
|
$147K
|
–
|
–
|
–
|
|
|
13
|
Baker Avenue Asset Management
San Francisco,
California
|
$139K
|
+$160K
|
+21,666
|
New
|
|
|
14
|
Tortoise Investment Management
White Plains,
New York
|
$138K
|
–
|
–
|
–
|
|
|
15
|
M&R Capital Management
Summit,
New Jersey
|
$113K
|
–
|
–
|
–
|
|
|
16
|
Apella Capital
West Hartford,
Connecticut
|
$110K
|
–
|
–
|
–
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$110K
|
–
|
–
|
–
|
|
|
18
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$105K
|
–
|
–
|
–
|
|
|
19
|
Fiduciary Trust
Boston,
Massachusetts
|
$102K
|
–
|
–
|
–
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$102K
|
+$28.2K
|
+3,820
|
+32%
|
|
|
21
|
Financial Partners Capital Management
New York
|
$86.1K
|
–
|
–
|
–
|
|
|
22
|
Bell Investment Advisors
Oakland,
California
|
$85K
|
–
|
–
|
–
|
|
|
23
|
Cowen Prime Advisors
New York
|
$83K
|
–
|
–
|
–
|
|
|
24
|
TD Capital Management
Memphis,
Tennessee
|
$82K
|
+$487
|
+66
|
+0.5%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$79K
|
–
|
–
|
–
|
|
