|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.4M
|
+$10.8M
|
+622,930
|
+85%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$22M
|
+$1.82M
|
+104,906
|
+9%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$13.3M
|
-$4.24M
|
-244,070
|
-24%
|
|
|
4
|
|
$12.8M
|
+$6.69K
|
+385
|
+0.1%
|
|
|
5
|
Bailard
Foster City,
California
|
$11.6M
|
+$11.4M
|
+655,310
|
+4,610%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$8.07M
|
-$177K
|
-10,156
|
-2%
|
|
|
7
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.36M
|
-$101K
|
-5,800
|
-2%
|
|
|
8
|
Miracle Mile Advisors
Los Angeles,
California
|
$3.18M
|
-$19.3K
|
-1,110
|
-0.6%
|
|
|
9
|
Karpus Investment Management
Pittsford,
New York
|
$2.66M
|
+$1.42M
|
+81,743
|
+112%
|
|
|
10
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.59M
|
-$82.3K
|
-4,733
|
-3%
|
|
|
11
|
Cardan Capital Partners
Denver,
Colorado
|
$2.46M
|
-$299K
|
-17,198
|
-11%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.3M
|
-$387K
|
-22,240
|
-14%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$2.17M
|
-$44.9K
|
-2,585
|
-2%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$1.98M
|
+$1.99M
|
+114,536
|
New
|
|
|
15
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.64M
|
–
|
–
|
–
|
|
|
16
|
Mather Group
Chicago,
Illinois
|
$1.57M
|
+$1.58M
|
+90,775
|
New
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.46M
|
+$513K
|
+29,518
|
+54%
|
|
|
18
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.39M
|
+$139K
|
+8,016
|
+11%
|
|
|
19
|
Advisors Preferred
Rockville,
Maryland
|
$1.14M
|
-$1.25M
|
-71,730
|
-52%
|
|
|
20
|
Bartlett & Co
Cincinnati,
Ohio
|
$879K
|
+$6.26K
|
+360
|
+0.7%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$877K
|
-$184K
|
-10,577
|
-17%
|
|
|
22
|
MSI Financial Services
Springfield,
Massachusetts
|
$855K
|
-$92.4K
|
-5,315
|
-10%
|
|
|
23
|
Cerity Partners OCIO
New York
|
$818K
|
-$142K
|
-8,151
|
-15%
|
|
|
24
|
Virtu KCG Holdings
New York
|
$743K
|
+$462K
|
+26,556
|
+161%
|
|
|
25
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$569K
|
-$574K
|
-33,000
|
-50%
|
|
