|
1
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$887K
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$468K
|
–
|
–
|
–
|
|
|
3
|
Edge Wealth Management
New York
|
$448K
|
–
|
–
|
–
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$443K
|
–
|
–
|
–
|
|
|
5
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$443K
|
–
|
–
|
–
|
|
|
6
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$310K
|
-$41.3K
|
-1,974
|
-12%
|
|
|
7
|
TIAA FSB
Jacksonville,
Florida
|
$269K
|
+$273K
|
+13,038
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$252K
|
-$33.5K
|
-1,600
|
-12%
|
|
|
9
|
Montag & Associates
Atlanta,
Georgia
|
$222K
|
–
|
–
|
–
|
|
|
10
|
North Star Investment Management
Chicago,
Illinois
|
$222K
|
–
|
–
|
–
|
|
|
11
|
Avalon Capital Management
Port Of Redwood City,
California
|
$217K
|
–
|
–
|
–
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$172K
|
–
|
–
|
–
|
|
|
13
|
Ferris Capital
Marlborough,
Massachusetts
|
$134K
|
+$136K
|
+6,474
|
New
|
|
|
14
|
|
$83K
|
-$100K
|
-4,786
|
-54%
|
|
|
15
|
Cribstone Capital Management
Augusta,
Maine
|
$56K
|
-$1.05M
|
-50,178
|
-95%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$21K
|
-$20.9K
|
-1,000
|
-50%
|
|
|
17
|
Bluefin Capital Management
New York
|
–
|
-$300K
|
-14,658
|
Closed
|
|
