|
1
|
Corient Private Wealth
Miami,
Florida
|
$1.06M
|
+$598K
|
+73,124
|
+123%
|
|
|
2
|
Sterling Financial Group
Pasadena,
California
|
$841K
|
-$18.8K
|
-2,300
|
-2%
|
|
|
3
|
North Star Investment Management
Chicago,
Illinois
|
$757K
|
–
|
–
|
–
|
|
|
4
|
|
$674K
|
-$4.09K
|
-500
|
-0.6%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$653K
|
+$1.45K
|
+177
|
+0.2%
|
|
|
6
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$343K
|
+$351K
|
+42,848
|
New
|
|
|
7
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$289K
|
–
|
–
|
–
|
|
|
8
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$281K
|
+$1.22K
|
+149
|
+0.4%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$280K
|
–
|
–
|
–
|
|
|
10
|
D. Scott Neal
Lexington,
Kentucky
|
$232K
|
–
|
–
|
–
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$216K
|
+$59.8K
|
+7,306
|
+37%
|
|
|
12
|
Oppenheimer & Co
New York
|
$198K
|
–
|
–
|
–
|
|
|
13
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$194K
|
–
|
–
|
–
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$153K
|
-$1.64K
|
-200
|
-1%
|
|
|
15
|
Tortoise Investment Management
White Plains,
New York
|
$151K
|
–
|
–
|
–
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$144K
|
–
|
–
|
–
|
|
|
17
|
M&R Capital Management
Summit,
New Jersey
|
$142K
|
–
|
–
|
–
|
|
|
18
|
Apella Capital
West Hartford,
Connecticut
|
$138K
|
–
|
–
|
–
|
|
|
19
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$131K
|
–
|
–
|
–
|
|
|
20
|
Fiduciary Trust
Boston,
Massachusetts
|
$128K
|
–
|
–
|
–
|
|
|
21
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$118K
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$113K
|
-$1.46K
|
-179
|
-1%
|
|
|
23
|
Bell Investment Advisors
Oakland,
California
|
$106K
|
–
|
–
|
–
|
|
|
24
|
TD Capital Management
Memphis,
Tennessee
|
$104K
|
+$474
|
+58
|
+0.4%
|
|
|
25
|
|
$103K
|
+$106K
|
+12,904
|
New
|
|
