|
1
|
UBS Group
Zurich,
Switzerland
|
$16.7M
|
+$1.67M
|
+94,971
|
+11%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$15.5M
|
-$2.69M
|
-153,096
|
-15%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.2M
|
-$148K
|
-8,387
|
-1%
|
|
|
4
|
|
$11.5M
|
+$1.31M
|
+74,673
|
+13%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$7.78M
|
+$4.59M
|
+260,533
|
+144%
|
|
|
6
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.47M
|
-$53K
|
-3,014
|
-1%
|
|
|
7
|
Miracle Mile Advisors
Los Angeles,
California
|
$3.31M
|
-$334K
|
-18,965
|
-9%
|
|
|
8
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$2.62M
|
+$30.8K
|
+1,750
|
+1%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.6M
|
+$665K
|
+37,765
|
+34%
|
|
|
10
|
Cardan Capital Partners
Denver,
Colorado
|
$2.52M
|
+$737K
|
+41,855
|
+41%
|
|
|
11
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.35M
|
+$535K
|
+30,416
|
+30%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$2.08M
|
+$151K
|
+8,556
|
+8%
|
|
|
13
|
|
$1.96M
|
-$1.7M
|
-96,800
|
-47%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$1.64M
|
+$628K
|
+35,678
|
+62%
|
|
|
15
|
Advisors Preferred
Rockville,
Maryland
|
$1.46M
|
+$174K
|
+9,910
|
+14%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.38M
|
+$86.3K
|
+4,904
|
+7%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.33M
|
+$301K
|
+17,102
|
+29%
|
|
|
18
|
MSI Financial Services
Springfield,
Massachusetts
|
$1.29M
|
+$50.1K
|
+2,845
|
+4%
|
|
|
19
|
Natixis Advisors
Boston,
Massachusetts
|
$1.21M
|
-$8.59M
|
-487,932
|
-88%
|
|
|
20
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$1.16M
|
+$211K
|
+12,000
|
+22%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.16M
|
+$502K
|
+28,545
|
+77%
|
|
|
22
|
Cerity Partners OCIO
New York
|
$950K
|
-$898
|
-51
|
-0.1%
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$864K
|
+$136K
|
+7,737
|
+19%
|
|
|
24
|
First Foundation Advisors
Irvine,
California
|
$801K
|
–
|
–
|
–
|
|
|
25
|
Davenport & Co
Richmond,
Virginia
|
$706K
|
+$44.9K
|
+2,550
|
+7%
|
|
