|
1
|
|
$5.02M
|
+$277K
|
+26,572
|
+6%
|
|
|
2
|
Whittier Trust
South Pasadena,
California
|
$1.51M
|
-$5.03K
|
-483
|
-0.3%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.25M
|
+$26K
|
+2,500
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$1.19M
|
+$85.6K
|
+8,225
|
+8%
|
|
|
5
|
WhitTier Trust Company
Reno,
Nevada
|
$1.14M
|
-$265K
|
-25,482
|
-19%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.04M
|
+$92.3K
|
+8,865
|
+10%
|
|
|
7
|
Horizon Kinetics
New York
|
$812K
|
+$399K
|
+38,293
|
+96%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$783K
|
–
|
–
|
–
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$719K
|
+$137K
|
+13,138
|
+23%
|
|
|
10
|
Kempner Capital Management
Galveston,
Texas
|
$496K
|
–
|
–
|
–
|
|
|
11
|
Tortoise Investment Management
White Plains,
New York
|
$487K
|
-$243K
|
-23,348
|
-33%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$480K
|
+$33.2K
|
+3,192
|
+7%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$418K
|
+$95.4K
|
+9,169
|
+30%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$350K
|
-$2.82K
|
-271
|
-0.8%
|
|
|
15
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$304K
|
–
|
–
|
–
|
|
|
16
|
MSI Financial Services
Springfield,
Massachusetts
|
$240K
|
+$21.4K
|
+2,057
|
+10%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$209K
|
–
|
–
|
–
|
|
|
18
|
First Trust Advisors
Wheaton,
Illinois
|
$193K
|
-$92.7K
|
-8,901
|
-32%
|
|
|
19
|
Stratford Consulting
Addison,
Texas
|
$188K
|
+$2.15K
|
+207
|
+1%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$187K
|
+$26.5K
|
+2,547
|
+16%
|
|
|
21
|
Concert Wealth Management
San Jose,
California
|
$185K
|
–
|
–
|
–
|
|
|
22
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$184K
|
-$26.9K
|
-2,585
|
-13%
|
|
|
23
|
ProVise Management Group
Clearwater,
Florida
|
$161K
|
+$5.21K
|
+500
|
+3%
|
|
|
24
|
Thomaspartners
Boston,
Massachusetts
|
$156K
|
–
|
–
|
–
|
|
|
25
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$143K
|
+$143K
|
+13,765
|
New
|
|
