|
1
|
Bank of America
Charlotte,
North Carolina
|
$20.7M
|
+$4.08M
|
+230,269
|
+25%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$18M
|
+$1.22M
|
+69,074
|
+7%
|
|
|
3
|
|
$13.1M
|
+$1.61M
|
+90,894
|
+14%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13M
|
+$156K
|
+8,818
|
+1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$8.44M
|
-$479K
|
-27,038
|
-5%
|
|
|
6
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.57M
|
+$71.4K
|
+4,026
|
+2%
|
|
|
7
|
Miracle Mile Advisors
Los Angeles,
California
|
$3.28M
|
+$3.29M
|
+185,641
|
New
|
|
|
8
|
Cardan Capital Partners
Denver,
Colorado
|
$2.82M
|
+$231K
|
+13,013
|
+9%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.74M
|
+$740K
|
+41,767
|
+37%
|
|
|
10
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.73M
|
+$225K
|
+12,709
|
+9%
|
|
|
11
|
Advisors Preferred
Rockville,
Maryland
|
$2.43M
|
+$894K
|
+50,430
|
+58%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$2.27M
|
+$91.1K
|
+5,140
|
+4%
|
|
|
13
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.68M
|
+$22.9K
|
+1,290
|
+1%
|
|
|
14
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.36M
|
–
|
–
|
–
|
|
|
15
|
Karpus Investment Management
Pittsford,
New York
|
$1.28M
|
+$26.6K
|
+1,500
|
+2%
|
|
|
16
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.28M
|
+$240K
|
+13,511
|
+23%
|
|
|
17
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$1.17M
|
–
|
–
|
–
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.08M
|
+$233K
|
+13,139
|
+27%
|
|
|
19
|
Cerity Partners OCIO
New York
|
$982K
|
+$9.64K
|
+544
|
+1%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$970K
|
-$186K
|
-10,481
|
-16%
|
|
|
21
|
MSI Financial Services
Springfield,
Massachusetts
|
$969K
|
-$151K
|
-8,532
|
-13%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$894K
|
+$65.5K
|
+3,692
|
+8%
|
|
|
23
|
Bartlett & Co
Cincinnati,
Ohio
|
$894K
|
+$174K
|
+9,830
|
+24%
|
|
|
24
|
Davenport & Co
Richmond,
Virginia
|
$778K
|
+$70.9K
|
+4,000
|
+10%
|
|
|
25
|
|
$742K
|
-$70.8K
|
-3,993
|
-9%
|
|
