|
1
|
Bank of America
Charlotte,
North Carolina
|
$19.1M
|
-$1.43M
|
-81,258
|
-7%
|
|
|
2
|
|
$12.9M
|
-$10.1K
|
-574
|
-0.1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$10.8M
|
+$1.69M
|
+95,927
|
+18%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$8.09M
|
+$376K
|
+21,388
|
+5%
|
|
|
5
|
|
$6.07M
|
+$3.48M
|
+198,218
|
+134%
|
|
|
6
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.56M
|
-$169K
|
-9,588
|
-4%
|
|
|
7
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.28M
|
+$12.6K
|
+714
|
+0.3%
|
|
|
8
|
Karpus Investment Management
Pittsford,
New York
|
$3.63M
|
-$151K
|
-8,600
|
-4%
|
|
|
9
|
Bailard
Foster City,
California
|
$3.38M
|
-$665K
|
-37,820
|
-16%
|
|
|
10
|
Cerity Partners OCIO
New York
|
$3.14M
|
+$1.69M
|
+96,167
|
+115%
|
|
|
11
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.3M
|
-$127K
|
-7,239
|
-5%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$2.3M
|
+$147K
|
+8,366
|
+7%
|
|
|
13
|
Cardan Capital Partners
Denver,
Colorado
|
$2.25M
|
-$241K
|
-13,726
|
-10%
|
|
|
14
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.23M
|
-$407K
|
-23,156
|
-15%
|
|
|
15
|
Advisors Preferred
Rockville,
Maryland
|
$2.1M
|
+$294K
|
+16,730
|
+16%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.08M
|
+$105K
|
+5,969
|
+5%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.02M
|
-$2.29M
|
-130,108
|
-53%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$1.75M
|
+$35.6K
|
+2,025
|
+2%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.63M
|
+$555K
|
+31,563
|
+51%
|
|
|
20
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.58M
|
+$49.7K
|
+2,825
|
+3%
|
|
|
21
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.56M
|
-$76.5K
|
-4,350
|
-5%
|
|
|
22
|
Mather Group
Chicago,
Illinois
|
$1.52M
|
+$1.62K
|
+92
|
+0.1%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.31M
|
+$82.1K
|
+4,669
|
+7%
|
|
|
24
|
Ancora Advisors
Cleveland,
Ohio
|
$1.24M
|
+$694K
|
+39,500
|
+128%
|
|
|
25
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$1.16M
|
+$580K
|
+33,000
|
+100%
|
|
