|
1
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$839K
|
+$119K
|
+15,972
|
+17%
|
|
|
2
|
North Star Investment Management
Chicago,
Illinois
|
$704K
|
–
|
–
|
–
|
|
|
3
|
Sterling Financial Group
Pasadena,
California
|
$632K
|
-$63.4K
|
-8,500
|
-9%
|
|
|
4
|
|
$566K
|
–
|
–
|
–
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$435K
|
+$686
|
+92
|
+0.2%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$423K
|
-$1.07K
|
-143
|
-0.3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$274K
|
+$78.5K
|
+10,532
|
+40%
|
|
|
8
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$269K
|
+$1.17K
|
+157
|
+0.4%
|
|
|
9
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$269K
|
–
|
–
|
–
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$260K
|
–
|
–
|
–
|
|
|
11
|
|
$220K
|
–
|
–
|
–
|
|
|
12
|
D. Scott Neal
Lexington,
Kentucky
|
$216K
|
–
|
–
|
–
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$216K
|
+$216K
|
+29,000
|
New
|
|
|
14
|
Oppenheimer & Co
New York
|
$184K
|
–
|
–
|
–
|
|
|
15
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$180K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$143K
|
+$54.9K
|
+7,365
|
+62%
|
|
|
17
|
Silvercrest Asset Management
New York
|
$142K
|
–
|
–
|
–
|
|
|
18
|
Tortoise Investment Management
White Plains,
New York
|
$141K
|
–
|
–
|
–
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$134K
|
–
|
–
|
–
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$128K
|
–
|
–
|
–
|
|
|
21
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$122K
|
–
|
–
|
–
|
|
|
22
|
Apella Capital
West Hartford,
Connecticut
|
$121K
|
–
|
–
|
–
|
|
|
23
|
Fiduciary Trust
Boston,
Massachusetts
|
$119K
|
–
|
–
|
–
|
|
|
24
|
Baker Avenue Asset Management
San Francisco,
California
|
$119K
|
–
|
–
|
–
|
|
|
25
|
Brighton Jones LLC
Seattle,
Washington
|
$114K
|
–
|
–
|
–
|
|
