|
1
|
Sterling Financial Group
Pasadena,
California
|
$739K
|
+$785K
|
+113,197
|
New
|
|
|
2
|
North Star Investment Management
Chicago,
Illinois
|
$618K
|
–
|
–
|
–
|
|
|
3
|
Oppenheimer & Co
New York
|
$553K
|
–
|
–
|
–
|
|
|
4
|
|
$508K
|
-$34.7K
|
-5,000
|
-6%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$507K
|
+$1.41K
|
+203
|
+0.3%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$305K
|
+$324K
|
+46,717
|
New
|
|
|
7
|
TIAA FSB
Jacksonville,
Florida
|
$280K
|
–
|
–
|
–
|
|
|
8
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$236K
|
–
|
–
|
–
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$229K
|
–
|
–
|
–
|
|
|
10
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$226K
|
+$240K
|
+34,613
|
New
|
|
|
11
|
D. Scott Neal
Lexington,
Kentucky
|
$222K
|
–
|
–
|
–
|
|
|
12
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$158K
|
–
|
–
|
–
|
|
|
13
|
Gofen & Glossberg
Chicago,
Illinois
|
$150K
|
–
|
–
|
–
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$132K
|
+$21.1K
|
+3,045
|
+18%
|
|
|
15
|
Tortoise Investment Management
White Plains,
New York
|
$123K
|
-$18.7K
|
-2,702
|
-13%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$117K
|
+$39K
|
+5,621
|
+45%
|
|
|
17
|
M&R Capital Management
Summit,
New Jersey
|
$116K
|
–
|
–
|
–
|
|
|
18
|
Apella Capital
West Hartford,
Connecticut
|
$112K
|
–
|
–
|
–
|
|
|
19
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$107K
|
–
|
–
|
–
|
|
|
20
|
|
$106K
|
-$52.7K
|
-7,600
|
-32%
|
|
|
21
|
Fiduciary Trust
Boston,
Massachusetts
|
$104K
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$101K
|
-$3.21K
|
-463
|
-3%
|
|
|
23
|
Financial Partners Capital Management
New York
|
$87.8K
|
–
|
–
|
–
|
|
|
24
|
Bell Investment Advisors
Oakland,
California
|
$86.6K
|
–
|
–
|
–
|
|
|
25
|
Cowen Prime Advisors
New York
|
$84K
|
–
|
–
|
–
|
|
