|
1
|
Bank of America
Charlotte,
North Carolina
|
$21.3M
|
-$898K
|
-51,642
|
-4%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.4M
|
-$6.29M
|
-361,644
|
-27%
|
|
|
3
|
|
$12.4M
|
-$553K
|
-31,799
|
-4%
|
|
|
4
|
Bailard
Foster City,
California
|
$11.9M
|
+$207K
|
+11,890
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$8.63M
|
-$4.85M
|
-278,842
|
-36%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$8.13M
|
-$30.7K
|
-1,767
|
-0.4%
|
|
|
7
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.89M
|
+$473K
|
+27,180
|
+11%
|
|
|
8
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.24M
|
+$4.23M
|
+242,917
|
New
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.46M
|
+$3.19M
|
+183,586
|
+1,254%
|
|
|
10
|
Karpus Investment Management
Pittsford,
New York
|
$2.69M
|
–
|
–
|
–
|
|
|
11
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.62M
|
-$595K
|
-34,197
|
-19%
|
|
|
12
|
Cardan Capital Partners
Denver,
Colorado
|
$2.62M
|
+$130K
|
+7,476
|
+5%
|
|
|
13
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.57M
|
-$43K
|
-2,470
|
-2%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$2.17M
|
-$32.5K
|
-1,866
|
-1%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.91M
|
-$409K
|
-23,490
|
-18%
|
|
|
16
|
|
$1.85M
|
+$1.85M
|
+106,233
|
New
|
|
|
17
|
Advisors Preferred
Rockville,
Maryland
|
$1.79M
|
+$633K
|
+36,370
|
+55%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$1.66M
|
-$338K
|
-19,410
|
-17%
|
|
|
19
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.58M
|
-$76.3K
|
-4,388
|
-5%
|
|
|
20
|
Cerity Partners OCIO
New York
|
$1.56M
|
+$729K
|
+41,875
|
+88%
|
|
|
21
|
Mather Group
Chicago,
Illinois
|
$1.54M
|
-$40.9K
|
-2,353
|
-3%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.47M
|
-$7.39K
|
-425
|
-0.5%
|
|
|
23
|
Bartlett & Co
Cincinnati,
Ohio
|
$904K
|
+$14.4K
|
+830
|
+2%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$879K
|
-$3.32K
|
-191
|
-0.4%
|
|
|
25
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$576K
|
–
|
–
|
–
|
|
