|
1
|
Corient Private Wealth
Miami,
Florida
|
$1.08M
|
-$153K
|
-18,009
|
-14%
|
|
|
2
|
Sterling Financial Group
Pasadena,
California
|
$975K
|
-$11.9K
|
-1,400
|
-1%
|
|
|
3
|
North Star Investment Management
Chicago,
Illinois
|
$890K
|
–
|
–
|
–
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$768K
|
+$1.17K
|
+138
|
+0.2%
|
|
|
5
|
|
$693K
|
-$89.2K
|
-10,499
|
-12%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$396K
|
+$129K
|
+15,152
|
+56%
|
|
|
7
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$340K
|
–
|
–
|
–
|
|
|
8
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$331K
|
+$1.04K
|
+123
|
+0.4%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$329K
|
–
|
–
|
–
|
|
|
10
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$322K
|
-$73.1K
|
-8,603
|
-20%
|
|
|
11
|
D. Scott Neal
Lexington,
Kentucky
|
$273K
|
–
|
–
|
–
|
|
|
12
|
Oppenheimer & Co
New York
|
$232K
|
–
|
–
|
–
|
|
|
13
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$228K
|
–
|
–
|
–
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$178K
|
–
|
–
|
–
|
|
|
15
|
Tortoise Investment Management
White Plains,
New York
|
$178K
|
–
|
–
|
–
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$169K
|
–
|
–
|
–
|
|
|
17
|
M&R Capital Management
Summit,
New Jersey
|
$166K
|
–
|
–
|
–
|
|
|
18
|
Apella Capital
West Hartford,
Connecticut
|
$159K
|
–
|
–
|
–
|
|
|
19
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$154K
|
–
|
–
|
–
|
|
|
20
|
Fiduciary Trust
Boston,
Massachusetts
|
$150K
|
–
|
–
|
–
|
|
|
21
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$139K
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$130K
|
-$2.13K
|
-251
|
-2%
|
|
|
23
|
Bell Investment Advisors
Oakland,
California
|
$125K
|
–
|
–
|
–
|
|
|
24
|
TD Capital Management
Memphis,
Tennessee
|
$123K
|
+$382
|
+45
|
+0.3%
|
|
|
25
|
Samjo Management
New York
|
$121K
|
+$110K
|
+12,904
|
New
|
|
