|
1
|
North Star Investment Management
Chicago,
Illinois
|
$1M
|
–
|
–
|
–
|
|
|
2
|
Sterling Financial Group
Pasadena,
California
|
$988K
|
-$83.4K
|
-8,113
|
-8%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$949K
|
+$125K
|
+12,139
|
+16%
|
|
|
4
|
|
$647K
|
-$81.1K
|
-7,895
|
-11%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$614K
|
-$180K
|
-17,495
|
-23%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$610K
|
-$587K
|
-57,114
|
-50%
|
|
|
7
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$382K
|
–
|
–
|
–
|
|
|
8
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$377K
|
+$1.11K
|
+108
|
+0.3%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$370K
|
–
|
–
|
–
|
|
|
10
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$362K
|
–
|
–
|
–
|
|
|
11
|
|
$312K
|
–
|
–
|
–
|
|
|
12
|
D. Scott Neal
Lexington,
Kentucky
|
$307K
|
–
|
–
|
–
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$280K
|
+$6.12K
|
+596
|
+2%
|
|
|
14
|
Oppenheimer & Co
New York
|
$261K
|
–
|
–
|
–
|
|
|
15
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$256K
|
–
|
–
|
–
|
|
|
16
|
Baker Avenue Asset Management
San Francisco,
California
|
$229K
|
–
|
–
|
–
|
|
|
17
|
Montag & Associates
Atlanta,
Georgia
|
$223K
|
–
|
–
|
–
|
|
|
18
|
Silvercrest Asset Management
New York
|
$201K
|
+$196K
|
+19,032
|
New
|
|
|
19
|
Tortoise Investment Management
White Plains,
New York
|
$200K
|
–
|
–
|
–
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$197K
|
–
|
–
|
–
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$190K
|
–
|
–
|
–
|
|
|
22
|
M&R Capital Management
Summit,
New Jersey
|
$187K
|
–
|
–
|
–
|
|
|
23
|
Apella Capital
West Hartford,
Connecticut
|
$181K
|
–
|
–
|
–
|
|
|
24
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$174K
|
–
|
–
|
–
|
|
|
25
|
Fiduciary Trust
Boston,
Massachusetts
|
$169K
|
–
|
–
|
–
|
|
