|
1
|
|
$4.45M
|
-$790K
|
-79,723
|
-15%
|
|
|
2
|
Whittier Trust
South Pasadena,
California
|
$1.28M
|
-$110K
|
-11,124
|
-8%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.2M
|
+$133K
|
+13,477
|
+12%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.17M
|
+$22.8K
|
+2,300
|
+2%
|
|
|
5
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$985K
|
+$3.31K
|
+334
|
+0.3%
|
|
|
6
|
WhitTier Trust Company
Reno,
Nevada
|
$808K
|
-$19.8K
|
-2,000
|
-2%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$748K
|
+$113K
|
+11,377
|
+17%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$741K
|
+$356K
|
+35,988
|
+86%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$721K
|
+$101K
|
+10,211
|
+16%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$641K
|
+$16.8K
|
+1,701
|
+3%
|
|
|
11
|
First Trust Advisors
Wheaton,
Illinois
|
$530K
|
+$212K
|
+21,358
|
+62%
|
|
|
12
|
Kempner Capital Management
Galveston,
Texas
|
$455K
|
–
|
–
|
–
|
|
|
13
|
Doliver Advisors
Houston,
Texas
|
$412K
|
+$286K
|
+28,885
|
+199%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$364K
|
-$1.88K
|
-190
|
-0.5%
|
|
|
15
|
Curi RMB Capital
Chicago,
Illinois
|
$348K
|
+$363K
|
+36,615
|
New
|
|
|
16
|
Tortoise Investment Management
White Plains,
New York
|
$342K
|
–
|
–
|
–
|
|
|
17
|
Virtu KCG Holdings
New York
|
$317K
|
+$330K
|
+33,366
|
New
|
|
|
18
|
Horizon Kinetics
New York
|
$292K
|
-$473K
|
-47,775
|
-61%
|
|
|
19
|
MSI Financial Services
Springfield,
Massachusetts
|
$284K
|
+$4.67K
|
+471
|
+2%
|
|
|
20
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$284K
|
+$5.06K
|
+511
|
+2%
|
|
|
21
|
ProVise Management Group
Clearwater,
Florida
|
$250K
|
-$29.7K
|
-3,000
|
-10%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$214K
|
+$21K
|
+2,122
|
+10%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$192K
|
-$2.38K
|
-240
|
-1%
|
|
|
24
|
Stratford Consulting
Addison,
Texas
|
$178K
|
+$2.16K
|
+218
|
+1%
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$162K
|
-$31.7K
|
-3,200
|
-16%
|
|
