|
1
|
|
$4.38M
|
+$330K
|
+33,876
|
+8%
|
|
|
2
|
Whittier Trust
South Pasadena,
California
|
$1.45M
|
–
|
–
|
–
|
|
|
3
|
WhitTier Trust Company
Reno,
Nevada
|
$1.44M
|
-$9.76K
|
-1,000
|
-0.7%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.28M
|
-$2.44K
|
-250
|
-0.2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.02M
|
+$37.9K
|
+3,887
|
+4%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$912K
|
+$167K
|
+17,111
|
+23%
|
|
|
7
|
Tortoise Investment Management
White Plains,
New York
|
$893K
|
–
|
–
|
–
|
|
|
8
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$877K
|
+$68.3K
|
+7,000
|
+9%
|
|
|
9
|
First Trust Advisors
Wheaton,
Illinois
|
$780K
|
-$9.19K
|
-942
|
-1%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$779K
|
+$24.4K
|
+2,500
|
+3%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$483K
|
+$476K
|
+48,815
|
New
|
|
|
12
|
Kempner Capital Management
Galveston,
Texas
|
$473K
|
–
|
–
|
–
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$376K
|
+$94.7K
|
+9,711
|
+34%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$363K
|
-$280K
|
-28,753
|
-44%
|
|
|
15
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$290K
|
–
|
–
|
–
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$200K
|
–
|
–
|
–
|
|
|
17
|
Oppenheimer & Co
New York
|
$200K
|
+$197K
|
+20,200
|
New
|
|
|
18
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$199K
|
+$2.4K
|
+246
|
+1%
|
|
|
19
|
Concert Wealth Management
San Jose,
California
|
$177K
|
–
|
–
|
–
|
|
|
20
|
Stratford Consulting
Addison,
Texas
|
$175K
|
+$2.11K
|
+216
|
+1%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$154K
|
+$28.5K
|
+2,924
|
+23%
|
|
|
22
|
ProVise Management Group
Clearwater,
Florida
|
$149K
|
+$78
|
+8
|
+0.1%
|
|
|
23
|
Thomaspartners
Boston,
Massachusetts
|
$148K
|
–
|
–
|
–
|
|
|
24
|
LPL Financial
San Diego,
California
|
$136K
|
+$4.15K
|
+425
|
+3%
|
|
|
25
|
Landscape Capital Management
Englewood,
New Jersey
|
$124K
|
+$122K
|
+12,493
|
New
|
|
