|
1
|
|
$5.05M
|
-$65.6K
|
-6,223
|
-1%
|
|
|
2
|
Whittier Trust
South Pasadena,
California
|
$1.54M
|
–
|
–
|
–
|
|
|
3
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$1.32M
|
+$1.32M
|
+125,257
|
New
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.29M
|
+$8.43K
|
+800
|
+0.7%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.05M
|
-$17.4K
|
-1,655
|
-2%
|
|
|
6
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$1.03M
|
+$1.03M
|
+97,656
|
New
|
|
|
7
|
WhitTier Trust Company
Reno,
Nevada
|
$973K
|
-$191K
|
-18,135
|
-16%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$923K
|
-$285K
|
-27,057
|
-24%
|
|
|
9
|
Horizon Kinetics
New York
|
$830K
|
+$1.46K
|
+139
|
+0.2%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$712K
|
-$86.4K
|
-8,200
|
-11%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$624K
|
-$109K
|
-10,332
|
-15%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$570K
|
+$80.5K
|
+7,643
|
+17%
|
|
|
13
|
Kempner Capital Management
Galveston,
Texas
|
$506K
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$451K
|
+$92.7K
|
+8,799
|
+26%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$382K
|
+$190K
|
+18,071
|
+100%
|
|
|
16
|
Tortoise Investment Management
White Plains,
New York
|
$380K
|
-$116K
|
-11,000
|
-23%
|
|
|
17
|
Doliver Advisors
Houston,
Texas
|
$325K
|
+$323K
|
+30,658
|
New
|
|
|
18
|
Curi RMB Capital
Chicago,
Illinois
|
$320K
|
+$207K
|
+19,656
|
+185%
|
|
|
19
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$310K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$275K
|
+$264K
|
+25,105
|
+2,789%
|
|
|
21
|
MSI Financial Services
Springfield,
Massachusetts
|
$241K
|
-$3.58K
|
-340
|
-1%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$226K
|
-$193K
|
-18,358
|
-46%
|
|
|
23
|
First Trust Advisors
Wheaton,
Illinois
|
$215K
|
+$17.4K
|
+1,651
|
+9%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$214K
|
–
|
–
|
–
|
|
|
25
|
Concert Wealth Management
San Jose,
California
|
$205K
|
+$16.1K
|
+1,524
|
+9%
|
|
