|
1
|
Bank of America
Charlotte,
North Carolina
|
$21.5M
|
+$1.84M
|
+105,577
|
+9%
|
|
|
2
|
Natixis Advisors
Boston,
Massachusetts
|
$15.4M
|
+$8.9M
|
+509,380
|
+138%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$14.9M
|
+$1.27M
|
+72,824
|
+9%
|
|
|
4
|
|
$10.1M
|
-$62.9K
|
-3,602
|
-0.6%
|
|
|
5
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.81M
|
+$4.8M
|
+274,788
|
New
|
|
|
6
|
Credit Suisse
Zurich,
Switzerland
|
$3.91M
|
+$182K
|
+10,402
|
+5%
|
|
|
7
|
|
$3.25M
|
+$1.79M
|
+102,699
|
+124%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$3.22M
|
+$263K
|
+15,028
|
+9%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.22M
|
-$1.43M
|
-81,775
|
-31%
|
|
|
10
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$2.6M
|
–
|
–
|
–
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$2.09M
|
+$23.6K
|
+1,351
|
+1%
|
|
|
12
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$1.56M
|
-$17.3K
|
-990
|
-1%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.51M
|
+$442K
|
+25,283
|
+42%
|
|
|
14
|
Advisors Preferred
Rockville,
Maryland
|
$1.5M
|
-$155K
|
-8,900
|
-9%
|
|
|
15
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.36M
|
-$354K
|
-20,273
|
-21%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.35M
|
+$357K
|
+20,439
|
+36%
|
|
|
17
|
MSI Financial Services
Springfield,
Massachusetts
|
$1.13M
|
+$10.9K
|
+623
|
+1%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$918K
|
+$176K
|
+10,093
|
+24%
|
|
|
19
|
Cerity Partners OCIO
New York
|
$826K
|
+$769
|
+44
|
+0.1%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$793K
|
-$29.9K
|
-1,709
|
-4%
|
|
|
21
|
First Trust Advisors
Wheaton,
Illinois
|
$792K
|
+$6.08K
|
+348
|
+0.8%
|
|
|
22
|
Bailard
Foster City,
California
|
$748K
|
+$86.8K
|
+4,970
|
+13%
|
|
|
23
|
Davenport & Co
Richmond,
Virginia
|
$657K
|
+$275K
|
+15,750
|
+72%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$618K
|
+$617K
|
+35,332
|
New
|
|
|
25
|
Ancora Advisors
Cleveland,
Ohio
|
$617K
|
-$1.25M
|
-71,434
|
-67%
|
|
