|
1
|
Bank of America
Charlotte,
North Carolina
|
$20.4M
|
-$927K
|
-52,957
|
-4%
|
|
|
2
|
|
$12.9M
|
+$476K
|
+27,183
|
+4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$9.06M
|
+$425K
|
+24,253
|
+5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$7.68M
|
-$458K
|
-26,187
|
-6%
|
|
|
5
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.72M
|
-$180K
|
-10,262
|
-4%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.29M
|
+$829K
|
+47,374
|
+24%
|
|
|
7
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.26M
|
+$12.6K
|
+720
|
+0.3%
|
|
|
8
|
Bailard
Foster City,
California
|
$4.03M
|
-$7.89M
|
-450,590
|
-66%
|
|
|
9
|
Karpus Investment Management
Pittsford,
New York
|
$3.77M
|
+$1.07M
|
+61,100
|
+40%
|
|
|
10
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.63M
|
–
|
–
|
–
|
|
|
11
|
|
$2.58M
|
+$727K
|
+41,516
|
+39%
|
|
|
12
|
Cardan Capital Partners
Denver,
Colorado
|
$2.48M
|
-$140K
|
-7,993
|
-5%
|
|
|
13
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.42M
|
-$156K
|
-8,896
|
-6%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$2.15M
|
-$22.2K
|
-1,267
|
-1%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.97M
|
+$56.6K
|
+3,234
|
+3%
|
|
|
16
|
Advisors Preferred
Rockville,
Maryland
|
$1.8M
|
+$15.8K
|
+900
|
+0.9%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$1.71M
|
+$45.8K
|
+2,615
|
+3%
|
|
|
18
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.63M
|
+$52.5K
|
+3,000
|
+3%
|
|
|
19
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.53M
|
+$622K
|
+35,565
|
+69%
|
|
|
20
|
Mather Group
Chicago,
Illinois
|
$1.51M
|
-$30K
|
-1,713
|
-2%
|
|
|
21
|
Cerity Partners OCIO
New York
|
$1.46M
|
-$101K
|
-5,743
|
-6%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.22M
|
-$248K
|
-14,168
|
-17%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$1.07M
|
+$194K
|
+11,086
|
+22%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$975K
|
-$16.4M
|
-939,368
|
-94%
|
|
|
25
|
Virtu KCG Holdings
New York
|
$814K
|
+$816K
|
+46,609
|
New
|
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