|
1
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$765K
|
+$112K
|
+12,548
|
+15%
|
|
|
2
|
North Star Investment Management
Chicago,
Illinois
|
$734K
|
–
|
–
|
–
|
|
|
3
|
Sterling Financial Group
Pasadena,
California
|
$725K
|
–
|
–
|
–
|
|
|
4
|
|
$495K
|
+$50.9K
|
+5,719
|
+10%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$452K
|
+$801
|
+90
|
+0.2%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$442K
|
–
|
–
|
–
|
|
|
7
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$281K
|
–
|
–
|
–
|
|
|
8
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$279K
|
+$1.45K
|
+163
|
+0.5%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$272K
|
–
|
–
|
–
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$267K
|
–
|
–
|
–
|
|
|
11
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$230K
|
–
|
–
|
–
|
|
|
12
|
|
$229K
|
–
|
–
|
–
|
|
|
13
|
D. Scott Neal
Lexington,
Kentucky
|
$225K
|
–
|
–
|
–
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$204K
|
-$952
|
-107
|
-0.4%
|
|
|
15
|
Oppenheimer & Co
New York
|
$192K
|
–
|
–
|
–
|
|
|
16
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$188K
|
–
|
–
|
–
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$184K
|
+$56.5K
|
+6,348
|
+37%
|
|
|
18
|
Baker Avenue Asset Management
San Francisco,
California
|
$166K
|
+$47.7K
|
+5,363
|
+34%
|
|
|
19
|
Silvercrest Asset Management
New York
|
$148K
|
–
|
–
|
–
|
|
|
20
|
Tortoise Investment Management
White Plains,
New York
|
$147K
|
–
|
–
|
–
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$140K
|
–
|
–
|
–
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$134K
|
–
|
–
|
–
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$133K
|
-$4.45K
|
-500
|
-3%
|
|
|
24
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$127K
|
–
|
–
|
–
|
|
|
25
|
Fiduciary Trust
Boston,
Massachusetts
|
$124K
|
–
|
–
|
–
|
|
