|
1
|
Sterling Financial Group
Pasadena,
California
|
$790K
|
-$35K
|
-5,775
|
-5%
|
|
|
2
|
North Star Investment Management
Chicago,
Illinois
|
$696K
|
–
|
–
|
–
|
|
|
3
|
|
$623K
|
+$41.8K
|
+6,896
|
+9%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$599K
|
+$27.2K
|
+4,492
|
+6%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$438K
|
-$130K
|
-21,507
|
-27%
|
|
|
6
|
TIAA FSB
Jacksonville,
Florida
|
$315K
|
–
|
–
|
–
|
|
|
7
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$266K
|
–
|
–
|
–
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$257K
|
–
|
–
|
–
|
|
|
9
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$257K
|
+$982
|
+162
|
+0.5%
|
|
|
10
|
D. Scott Neal
Lexington,
Kentucky
|
$213K
|
-$24.2K
|
-4,000
|
-12%
|
|
|
11
|
Oppenheimer & Co
New York
|
$181K
|
-$364K
|
-60,000
|
-71%
|
|
|
12
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$178K
|
–
|
–
|
–
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$145K
|
+$119K
|
+19,684
|
New
|
|
|
14
|
Tortoise Investment Management
White Plains,
New York
|
$139K
|
–
|
–
|
–
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$132K
|
–
|
–
|
–
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$131K
|
+$105K
|
+17,412
|
New
|
|
|
17
|
M&R Capital Management
Summit,
New Jersey
|
$130K
|
–
|
–
|
–
|
|
|
18
|
Apella Capital
West Hartford,
Connecticut
|
$126K
|
+$104K
|
+17,206
|
New
|
|
|
19
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$121K
|
–
|
–
|
–
|
|
|
20
|
Fiduciary Trust
Boston,
Massachusetts
|
$118K
|
–
|
–
|
–
|
|
|
21
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$108K
|
+$89.4K
|
+14,754
|
New
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$105K
|
-$2.12K
|
-350
|
-2%
|
|
|
23
|
Bell Investment Advisors
Oakland,
California
|
$97.5K
|
–
|
–
|
–
|
|
|
24
|
TD Capital Management
Memphis,
Tennessee
|
$95.5K
|
+$376
|
+62
|
+0.5%
|
|
|
25
|
Cowen Prime Advisors
New York
|
$94.8K
|
–
|
–
|
–
|
|
