|
1
|
|
$5.78M
|
+$741K
|
+70,284
|
+15%
|
|
|
2
|
Whittier Trust
South Pasadena,
California
|
$1.54M
|
–
|
–
|
–
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.27M
|
-$10.5K
|
-1,000
|
-0.8%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.19M
|
+$144K
|
+13,622
|
+14%
|
|
|
5
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$1.09M
|
+$59K
|
+5,600
|
+6%
|
|
|
6
|
WhitTier Trust Company
Reno,
Nevada
|
$918K
|
-$52.7K
|
-5,000
|
-5%
|
|
|
7
|
Horizon Kinetics
New York
|
$828K
|
–
|
–
|
–
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$710K
|
–
|
–
|
–
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$693K
|
-$227K
|
-21,564
|
-25%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$692K
|
+$70.1K
|
+6,652
|
+11%
|
|
|
11
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$600K
|
-$721K
|
-68,369
|
-55%
|
|
|
12
|
Kempner Capital Management
Galveston,
Texas
|
$504K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$442K
|
-$127K
|
-12,060
|
-22%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$407K
|
-$42.5K
|
-4,033
|
-9%
|
|
|
15
|
Tortoise Investment Management
White Plains,
New York
|
$379K
|
–
|
–
|
–
|
|
|
16
|
First Trust Advisors
Wheaton,
Illinois
|
$363K
|
+$149K
|
+14,100
|
+69%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$327K
|
+$53.1K
|
+5,035
|
+19%
|
|
|
18
|
MSI Financial Services
Springfield,
Massachusetts
|
$310K
|
+$69.7K
|
+6,606
|
+29%
|
|
|
19
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$309K
|
–
|
–
|
–
|
|
|
20
|
ProVise Management Group
Clearwater,
Florida
|
$309K
|
+$139K
|
+13,188
|
+82%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$216K
|
-$166K
|
-15,710
|
-43%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$214K
|
-$10.1K
|
-956
|
-4%
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$213K
|
–
|
–
|
–
|
|
|
24
|
Concert Wealth Management
San Jose,
California
|
$205K
|
–
|
–
|
–
|
|
|
25
|
Stratford Consulting
Addison,
Texas
|
$195K
|
+$2.19K
|
+208
|
+1%
|
|
