|
1
|
|
$4.25M
|
-$84.7K
|
-8,600
|
-2%
|
|
|
2
|
Whittier Trust
South Pasadena,
California
|
$1.41M
|
–
|
–
|
–
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.27M
|
-$25.5K
|
-2,588
|
-2%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.24M
|
+$108K
|
+10,955
|
+9%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.22M
|
-$67K
|
-6,799
|
-5%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$877K
|
+$135K
|
+13,685
|
+18%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$809K
|
–
|
–
|
–
|
|
|
8
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$795K
|
-$108K
|
-11,000
|
-12%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$791K
|
+$326K
|
+33,137
|
+69%
|
|
|
10
|
WhitTier Trust Company
Reno,
Nevada
|
$760K
|
-$15.3K
|
-1,550
|
-2%
|
|
|
11
|
First Trust Advisors
Wheaton,
Illinois
|
$572K
|
-$115K
|
-11,704
|
-17%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$562K
|
-$50K
|
-5,079
|
-8%
|
|
|
13
|
Kempner Capital Management
Galveston,
Texas
|
$465K
|
–
|
–
|
–
|
|
|
14
|
Horizon Kinetics
New York
|
$389K
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$386K
|
+$53.8K
|
+5,459
|
+16%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$360K
|
+$14.8K
|
+1,500
|
+4%
|
|
|
17
|
Tortoise Investment Management
White Plains,
New York
|
$350K
|
–
|
–
|
–
|
|
|
18
|
Doliver Advisors
Houston,
Texas
|
$323K
|
+$2.06K
|
+209
|
+0.6%
|
|
|
19
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$285K
|
–
|
–
|
–
|
|
|
20
|
ProVise Management Group
Clearwater,
Florida
|
$280K
|
+$21.7K
|
+2,200
|
+8%
|
|
|
21
|
Curi RMB Capital
Chicago,
Illinois
|
$243K
|
+$246K
|
+24,990
|
New
|
|
|
22
|
Stratford Consulting
Addison,
Texas
|
$188K
|
+$2.09K
|
+212
|
+1%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$184K
|
–
|
–
|
–
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$165K
|
+$10
|
+1
|
+0%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$149K
|
-$2K
|
-203
|
-1%
|
|
