|
1
|
Sterling Financial Group
Pasadena,
California
|
$739K
|
–
|
–
|
–
|
|
|
2
|
North Star Investment Management
Chicago,
Illinois
|
$613K
|
–
|
–
|
–
|
|
|
3
|
Oppenheimer & Co
New York
|
$549K
|
–
|
–
|
–
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$526K
|
+$242K
|
+34,411
|
+74%
|
|
|
5
|
|
$504K
|
–
|
–
|
–
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$498K
|
-$5.96K
|
-846
|
-1%
|
|
|
7
|
TIAA FSB
Jacksonville,
Florida
|
$278K
|
–
|
–
|
–
|
|
|
8
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$234K
|
–
|
–
|
–
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$227K
|
–
|
–
|
–
|
|
|
10
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$226K
|
+$1.37K
|
+194
|
+0.6%
|
|
|
11
|
D. Scott Neal
Lexington,
Kentucky
|
$214K
|
-$7.04K
|
-1,000
|
-3%
|
|
|
12
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$157K
|
–
|
–
|
–
|
|
|
13
|
Baker Avenue Asset Management
San Francisco,
California
|
$140K
|
+$153K
|
+21,666
|
New
|
|
|
14
|
Tortoise Investment Management
White Plains,
New York
|
$122K
|
–
|
–
|
–
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$116K
|
–
|
–
|
–
|
|
|
16
|
M&R Capital Management
Summit,
New Jersey
|
$115K
|
–
|
–
|
–
|
|
|
17
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$106K
|
–
|
–
|
–
|
|
|
18
|
Fiduciary Trust
Boston,
Massachusetts
|
$104K
|
–
|
–
|
–
|
|
|
19
|
|
$95.9K
|
-$9.9K
|
-1,400
|
-9%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$94.6K
|
-$5.91K
|
-839
|
-5%
|
|
|
21
|
Pine Valley Investments
Marlton,
New Jersey
|
$88.8K
|
+$110K
|
+15,614
|
New
|
|
|
22
|
Bell Investment Advisors
Oakland,
California
|
$86K
|
–
|
–
|
–
|
|
|
23
|
TD Capital Management
Memphis,
Tennessee
|
$83.8K
|
+$507
|
+72
|
+0.6%
|
|
|
24
|
Cowen Prime Advisors
New York
|
$74K
|
–
|
–
|
–
|
|
|
25
|
Cypress Capital Group
Palm Beach,
Florida
|
$69.6K
|
–
|
–
|
–
|
|
