|
1
|
Bank of America
Charlotte,
North Carolina
|
$18.1M
|
+$2.18M
|
+123,790
|
+14%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$13.3M
|
+$1.07M
|
+60,934
|
+9%
|
|
|
3
|
|
$9.59M
|
-$169K
|
-9,619
|
-2%
|
|
|
4
|
Natixis Advisors
Boston,
Massachusetts
|
$6.68M
|
-$2.38M
|
-134,970
|
-26%
|
|
|
5
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.73M
|
+$167K
|
+9,483
|
+4%
|
|
|
6
|
Credit Suisse
Zurich,
Switzerland
|
$3.74M
|
+$125K
|
+7,072
|
+3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$2.93M
|
-$222K
|
-12,615
|
-7%
|
|
|
8
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$2.71M
|
+$435K
|
+24,710
|
+19%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$1.86M
|
+$34.3K
|
+1,946
|
+2%
|
|
|
10
|
Ancora Advisors
Cleveland,
Ohio
|
$1.78M
|
-$275K
|
-15,629
|
Closed
|
|
|
11
|
Advisors Preferred
Rockville,
Maryland
|
$1.75M
|
+$76.1K
|
+4,320
|
+5%
|
|
|
12
|
|
$1.71M
|
+$1.5M
|
+85,465
|
+709%
|
|
|
13
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$1.58M
|
-$145K
|
-8,255
|
-8%
|
|
|
14
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.32M
|
+$68.8K
|
+3,908
|
+5%
|
|
|
15
|
MSI Financial Services
Springfield,
Massachusetts
|
$1.32M
|
+$221K
|
+12,570
|
+20%
|
|
|
16
|
First Trust Advisors
Wheaton,
Illinois
|
$1.28M
|
+$268K
|
+15,212
|
+26%
|
|
|
17
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.27M
|
+$290K
|
+16,477
|
+29%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$921K
|
+$229K
|
+13,008
|
+33%
|
|
|
19
|
Baird
Milwaukee,
Wisconsin
|
$756K
|
+$86.2K
|
+4,898
|
+13%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$753K
|
-$759K
|
-43,096
|
-50%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$698K
|
+$571K
|
+32,440
|
+442%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$696K
|
+$155K
|
+8,829
|
+29%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$678K
|
-$3.09M
|
-175,429
|
-82%
|
|
|
24
|
Cerity Partners OCIO
New York
|
$668K
|
-$134K
|
-7,619
|
-17%
|
|
|
25
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$534K
|
+$535K
|
+30,400
|
New
|
|
