|
1
|
|
$4.38M
|
-$231K
|
-23,570
|
-5%
|
|
|
2
|
Whittier Trust
South Pasadena,
California
|
$1.43M
|
–
|
–
|
–
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.31M
|
-$21.1K
|
-2,148
|
-2%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.3M
|
–
|
–
|
–
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.15M
|
+$351K
|
+35,758
|
+44%
|
|
|
6
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$913K
|
-$45.2K
|
-4,600
|
-5%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$818K
|
+$44.2K
|
+4,500
|
+6%
|
|
|
8
|
WhitTier Trust Company
Reno,
Nevada
|
$784K
|
–
|
–
|
–
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$753K
|
+$9.15K
|
+932
|
+1%
|
|
|
10
|
First Trust Advisors
Wheaton,
Illinois
|
$693K
|
+$51.2K
|
+5,209
|
+8%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$618K
|
-$8.59K
|
-875
|
-1%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$474K
|
-$80.4K
|
-8,190
|
-15%
|
|
|
13
|
Kempner Capital Management
Galveston,
Texas
|
$470K
|
–
|
–
|
–
|
|
|
14
|
Horizon Kinetics
New York
|
$393K
|
–
|
–
|
–
|
|
|
15
|
Tortoise Investment Management
White Plains,
New York
|
$354K
|
–
|
–
|
–
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$349K
|
+$24.6K
|
+2,500
|
+8%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$337K
|
-$46.7K
|
-4,758
|
-12%
|
|
|
18
|
Doliver Advisors
Houston,
Texas
|
$324K
|
-$97.4K
|
-9,915
|
-23%
|
|
|
19
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$288K
|
–
|
–
|
–
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$286K
|
-$30.9K
|
-3,142
|
-10%
|
|
|
21
|
ProVise Management Group
Clearwater,
Florida
|
$261K
|
+$5.89K
|
+600
|
+2%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$188K
|
–
|
–
|
–
|
|
|
23
|
Stratford Consulting
Addison,
Texas
|
$188K
|
+$2.09K
|
+213
|
+1%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$167K
|
–
|
–
|
–
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$153K
|
-$131K
|
-13,382
|
-46%
|
|
