|
1
|
Corient Private Wealth
Miami,
Florida
|
$1.14M
|
–
|
–
|
–
|
|
|
2
|
Sterling Financial Group
Pasadena,
California
|
$1.01M
|
-$21.4K
|
-2,200
|
-2%
|
|
|
3
|
North Star Investment Management
Chicago,
Illinois
|
$943K
|
–
|
–
|
–
|
|
|
4
|
|
$713K
|
-$21.6K
|
-2,215
|
-3%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$702K
|
+$275K
|
+28,292
|
+67%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$627K
|
-$184K
|
-18,892
|
-23%
|
|
|
7
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$360K
|
–
|
–
|
–
|
|
|
8
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$353K
|
+$1.18K
|
+121
|
+0.3%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$349K
|
–
|
–
|
–
|
|
|
10
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$341K
|
–
|
–
|
–
|
|
|
11
|
D. Scott Neal
Lexington,
Kentucky
|
$289K
|
–
|
–
|
–
|
|
|
12
|
Oppenheimer & Co
New York
|
$246K
|
–
|
–
|
–
|
|
|
13
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$241K
|
–
|
–
|
–
|
|
|
14
|
Montag & Associates
Atlanta,
Georgia
|
$210K
|
+$205K
|
+21,077
|
New
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$195K
|
+$55.8K
|
+5,737
|
+42%
|
|
|
16
|
Tortoise Investment Management
White Plains,
New York
|
$188K
|
–
|
–
|
–
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$179K
|
–
|
–
|
–
|
|
|
18
|
M&R Capital Management
Summit,
New Jersey
|
$176K
|
–
|
–
|
–
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$175K
|
–
|
–
|
–
|
|
|
20
|
Apella Capital
West Hartford,
Connecticut
|
$172K
|
–
|
–
|
–
|
|
|
21
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$164K
|
–
|
–
|
–
|
|
|
22
|
Fiduciary Trust
Boston,
Massachusetts
|
$160K
|
–
|
–
|
–
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$155K
|
+$33.8K
|
+3,476
|
+29%
|
|
|
24
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$147K
|
–
|
–
|
–
|
|
|
25
|
Bell Investment Advisors
Oakland,
California
|
$132K
|
–
|
–
|
–
|
|
