|
1
|
UBS Group
Zurich,
Switzerland
|
$16.8M
|
+$9.9K
|
+561
|
+0.1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$16.7M
|
+$1.1M
|
+62,351
|
+7%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.9M
|
-$1.43M
|
-81,251
|
-10%
|
|
|
4
|
|
$11.6M
|
-$14.8K
|
-841
|
-0.1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$8.96M
|
+$1.12M
|
+63,330
|
+14%
|
|
|
6
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.52M
|
+$21.1K
|
+1,195
|
+0.5%
|
|
|
7
|
Cardan Capital Partners
Denver,
Colorado
|
$2.6M
|
+$66.5K
|
+3,766
|
+3%
|
|
|
8
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.52M
|
+$153K
|
+8,686
|
+7%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$2.18M
|
+$87.2K
|
+4,938
|
+4%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.01M
|
+$849K
|
+48,076
|
+73%
|
|
|
11
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.66M
|
-$971K
|
-55,000
|
-37%
|
|
|
12
|
Advisors Preferred
Rockville,
Maryland
|
$1.55M
|
+$76.3K
|
+4,320
|
+5%
|
|
|
13
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.37M
|
+$1.37M
|
+77,384
|
New
|
|
|
14
|
Karpus Investment Management
Pittsford,
New York
|
$1.26M
|
+$699K
|
+39,600
|
+125%
|
|
|
15
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$1.17M
|
–
|
–
|
–
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.16M
|
-$224K
|
-12,685
|
-16%
|
|
|
17
|
MSI Financial Services
Springfield,
Massachusetts
|
$1.12M
|
-$170K
|
-9,654
|
-13%
|
|
|
18
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.04M
|
+$1.04M
|
+58,952
|
New
|
|
|
19
|
Cerity Partners OCIO
New York
|
$976K
|
+$20.1K
|
+1,139
|
+2%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$852K
|
-$490K
|
-27,756
|
-37%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$832K
|
-$37.2K
|
-2,107
|
-4%
|
|
|
22
|
|
$816K
|
-$1.15M
|
-65,092
|
-59%
|
|
|
23
|
First Foundation Advisors
Irvine,
California
|
$806K
|
–
|
–
|
–
|
|
|
24
|
Bartlett & Co
Cincinnati,
Ohio
|
$723K
|
+$89.6K
|
+5,075
|
+14%
|
|
|
25
|
Davenport & Co
Richmond,
Virginia
|
$710K
|
–
|
–
|
–
|
|
