|
1
|
|
$4.67M
|
+$144K
|
+14,401
|
+3%
|
|
|
2
|
Whittier Trust
South Pasadena,
California
|
$1.5M
|
–
|
–
|
–
|
|
|
3
|
WhitTier Trust Company
Reno,
Nevada
|
$1.39M
|
-$97.5K
|
-9,750
|
-7%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.21M
|
-$108K
|
-10,750
|
-8%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.08M
|
+$30.7K
|
+3,072
|
+3%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$937K
|
-$4.4K
|
-440
|
-0.5%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$771K
|
-$33.6K
|
-3,360
|
-4%
|
|
|
8
|
Tortoise Investment Management
White Plains,
New York
|
$718K
|
-$200K
|
-20,000
|
-22%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$574K
|
+$73.6K
|
+7,356
|
+15%
|
|
|
10
|
Kempner Capital Management
Galveston,
Texas
|
$488K
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$440K
|
+$64.1K
|
+6,406
|
+17%
|
|
|
12
|
Horizon Kinetics
New York
|
$409K
|
+$401K
|
+40,032
|
New
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$348K
|
-$40K
|
-3,997
|
-11%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$316K
|
+$168K
|
+16,823
|
+123%
|
|
|
15
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$307K
|
+$300K
|
+30,029
|
New
|
|
|
16
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$299K
|
–
|
–
|
–
|
|
|
17
|
First Trust Advisors
Wheaton,
Illinois
|
$281K
|
-$514K
|
-51,343
|
-65%
|
|
|
18
|
MSI Financial Services
Springfield,
Massachusetts
|
$215K
|
+$211K
|
+21,088
|
New
|
|
|
19
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$208K
|
+$2.42K
|
+242
|
+1%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$206K
|
–
|
–
|
–
|
|
|
21
|
Stratford Consulting
Addison,
Texas
|
$183K
|
+$2.1K
|
+210
|
+1%
|
|
|
22
|
Concert Wealth Management
San Jose,
California
|
$182K
|
–
|
–
|
–
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$159K
|
–
|
–
|
–
|
|
|
24
|
ProVise Management Group
Clearwater,
Florida
|
$154K
|
–
|
–
|
–
|
|
|
25
|
Thomaspartners
Boston,
Massachusetts
|
$153K
|
–
|
–
|
–
|
|
