|
1
|
Bank of America
Charlotte,
North Carolina
|
$18.1M
|
-$3.45M
|
-196,713
|
-16%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$14.9M
|
+$66.9K
|
+3,820
|
+0.5%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.3M
|
+$12.8M
|
+728,460
|
+845%
|
|
|
4
|
|
$10.1M
|
+$35.3K
|
+2,017
|
+0.4%
|
|
|
5
|
Natixis Advisors
Boston,
Massachusetts
|
$9.75M
|
-$5.65M
|
-322,474
|
-37%
|
|
|
6
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.5M
|
-$319K
|
-18,188
|
-7%
|
|
|
7
|
|
$3.65M
|
+$389K
|
+22,235
|
+12%
|
|
|
8
|
Miracle Mile Advisors
Los Angeles,
California
|
$3.62M
|
+$3.62M
|
+206,571
|
New
|
|
|
9
|
Credit Suisse
Zurich,
Switzerland
|
$3.52M
|
-$395K
|
-22,548
|
-10%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$3.18M
|
-$49.4K
|
-2,818
|
-2%
|
|
|
11
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$2.57M
|
-$35.2K
|
-2,012
|
-1%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.93M
|
-$1.3M
|
-73,992
|
-40%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$1.92M
|
-$172K
|
-9,842
|
-8%
|
|
|
14
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.8M
|
+$1.46M
|
+83,392
|
+427%
|
|
|
15
|
Cardan Capital Partners
Denver,
Colorado
|
$1.77M
|
+$1.77M
|
+101,249
|
New
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.28M
|
-$70.9K
|
-4,046
|
-5%
|
|
|
17
|
Advisors Preferred
Rockville,
Maryland
|
$1.28M
|
-$217K
|
-12,400
|
-15%
|
|
|
18
|
MSI Financial Services
Springfield,
Massachusetts
|
$1.23M
|
+$96.6K
|
+5,516
|
+9%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.03M
|
+$493K
|
+28,161
|
+92%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$1M
|
+$81.8K
|
+4,673
|
+9%
|
|
|
21
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$947K
|
+$473K
|
+27,000
|
+100%
|
|
|
22
|
Cerity Partners OCIO
New York
|
$946K
|
+$118K
|
+6,748
|
+14%
|
|
|
23
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$934K
|
-$425K
|
-24,241
|
-31%
|
|
|
24
|
First Foundation Advisors
Irvine,
California
|
$797K
|
+$796K
|
+45,450
|
New
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$724K
|
-$69.5K
|
-3,970
|
-9%
|
|
