|
1
|
North Star Investment Management
Chicago,
Illinois
|
$964K
|
–
|
–
|
–
|
|
|
2
|
Sterling Financial Group
Pasadena,
California
|
$951K
|
–
|
–
|
–
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$876K
|
-$38.1K
|
-3,576
|
-4%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$592K
|
+$735
|
+69
|
+0.1%
|
|
|
5
|
|
$592K
|
-$32K
|
-2,999
|
-5%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$580K
|
-$6.93K
|
-650
|
-1%
|
|
|
7
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$368K
|
–
|
–
|
–
|
|
|
8
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$364K
|
+$1.3K
|
+122
|
+0.3%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$356K
|
–
|
–
|
–
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$350K
|
+$367K
|
+34,411
|
New
|
|
|
11
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$302K
|
-$48.9K
|
-4,586
|
-13%
|
|
|
12
|
|
$300K
|
–
|
–
|
–
|
|
|
13
|
D. Scott Neal
Lexington,
Kentucky
|
$295K
|
–
|
–
|
–
|
|
|
14
|
Bard Associates
Chicago,
Illinois
|
$293K
|
+$307K
|
+28,778
|
New
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$269K
|
-$703
|
-66
|
-0.2%
|
|
|
16
|
Oppenheimer & Co
New York
|
$251K
|
–
|
–
|
–
|
|
|
17
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$246K
|
–
|
–
|
–
|
|
|
18
|
Silvercrest Asset Management
New York
|
$194K
|
–
|
–
|
–
|
|
|
19
|
Tortoise Investment Management
White Plains,
New York
|
$192K
|
–
|
–
|
–
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$183K
|
–
|
–
|
–
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$180K
|
+$189K
|
+17,692
|
New
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$177K
|
+$52.9K
|
+4,960
|
+40%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$175K
|
–
|
–
|
–
|
|
|
24
|
Apella Capital
West Hartford,
Connecticut
|
$175K
|
–
|
–
|
–
|
|
|
25
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$167K
|
–
|
–
|
–
|
|
