|
1
|
Bank of America
Charlotte,
North Carolina
|
$15.9M
|
-$180K
|
-10,221
|
-1%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$12.2M
|
+$12.3M
|
+695,845
|
New
|
|
|
3
|
|
$9.74M
|
-$851K
|
-48,277
|
-8%
|
|
|
4
|
Natixis Advisors
Boston,
Massachusetts
|
$9.04M
|
-$675K
|
-38,308
|
-7%
|
|
|
5
|
Miracle Mile Advisors
Los Angeles,
California
|
$4.61M
|
+$4.63M
|
+262,871
|
New
|
|
|
6
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.56M
|
+$4.58M
|
+259,808
|
New
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.75M
|
+$3.77M
|
+214,066
|
New
|
|
|
8
|
Credit Suisse
Zurich,
Switzerland
|
$3.61M
|
+$287K
|
+16,313
|
+9%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$3.15M
|
+$216K
|
+12,265
|
+7%
|
|
|
10
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$2.28M
|
+$687K
|
+39,000
|
+43%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$1.82M
|
+$8.9K
|
+505
|
+0.5%
|
|
|
12
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$1.73M
|
-$7.31K
|
-415
|
-0.4%
|
|
|
13
|
Advisors Preferred
Rockville,
Maryland
|
$1.67M
|
+$1.68M
|
+95,200
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.51M
|
+$1.12M
|
+63,498
|
+282%
|
|
|
15
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.25M
|
-$18.8K
|
-1,065
|
-1%
|
|
|
16
|
MSI Financial Services
Springfield,
Massachusetts
|
$1.1M
|
-$49.6K
|
-2,813
|
-4%
|
|
|
17
|
First Trust Advisors
Wheaton,
Illinois
|
$1.01M
|
+$86.8K
|
+4,926
|
+9%
|
|
|
18
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$985K
|
+$48.9K
|
+2,777
|
+5%
|
|
|
19
|
Cerity Partners OCIO
New York
|
$801K
|
+$599
|
+34
|
+0.1%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$691K
|
-$354K
|
-20,072
|
-34%
|
|
|
21
|
Baird
Milwaukee,
Wisconsin
|
$669K
|
+$1.99K
|
+113
|
+0.3%
|
|
|
22
|
Comerica Bank
Dallas,
Texas
|
$640K
|
+$321K
|
+18,200
|
+100%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$634K
|
+$120K
|
+6,821
|
+23%
|
|
|
24
|
First Personal Financial Services
Charlotte,
North Carolina
|
$584K
|
+$587K
|
+33,307
|
New
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$538K
|
+$200K
|
+11,333
|
+59%
|
|
