|
1
|
Corient Private Wealth
Miami,
Florida
|
$1.05M
|
–
|
–
|
–
|
|
|
2
|
Sterling Financial Group
Pasadena,
California
|
$925K
|
–
|
–
|
–
|
|
|
3
|
North Star Investment Management
Chicago,
Illinois
|
$863K
|
–
|
–
|
–
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$707K
|
+$64.9K
|
+7,085
|
+10%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$689K
|
+$116K
|
+12,713
|
+20%
|
|
|
6
|
|
$629K
|
-$22.9K
|
-2,500
|
-3%
|
|
|
7
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$329K
|
–
|
–
|
–
|
|
|
8
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$324K
|
+$1.24K
|
+135
|
+0.4%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$319K
|
–
|
–
|
–
|
|
|
10
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$312K
|
–
|
–
|
–
|
|
|
11
|
|
$269K
|
+$270K
|
+29,508
|
New
|
|
|
12
|
D. Scott Neal
Lexington,
Kentucky
|
$264K
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$236K
|
+$58K
|
+6,333
|
+32%
|
|
|
14
|
Oppenheimer & Co
New York
|
$225K
|
–
|
–
|
–
|
|
|
15
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$221K
|
–
|
–
|
–
|
|
|
16
|
Baker Avenue Asset Management
San Francisco,
California
|
$197K
|
+$198K
|
+21,666
|
New
|
|
|
17
|
Montag & Associates
Atlanta,
Georgia
|
$192K
|
–
|
–
|
–
|
|
|
18
|
Tortoise Investment Management
White Plains,
New York
|
$172K
|
–
|
–
|
–
|
|
|
19
|
Apella Capital
West Hartford,
Connecticut
|
$164K
|
–
|
–
|
–
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$164K
|
–
|
–
|
–
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$162K
|
–
|
–
|
–
|
|
|
22
|
M&R Capital Management
Summit,
New Jersey
|
$161K
|
–
|
–
|
–
|
|
|
23
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$150K
|
–
|
–
|
–
|
|
|
24
|
Fiduciary Trust
Boston,
Massachusetts
|
$146K
|
–
|
–
|
–
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$143K
|
+$1.56K
|
+170
|
+1%
|
|
