|
1
|
Bank of America
Charlotte,
North Carolina
|
$16.5M
|
-$2.27M
|
-130,200
|
-12%
|
|
|
2
|
|
$12.1M
|
-$648K
|
-37,191
|
-5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$10.6M
|
+$16K
|
+915
|
+0.1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$7.34M
|
-$621K
|
-35,592
|
-8%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.85M
|
+$4.92M
|
+282,080
|
+244%
|
|
|
6
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.29M
|
-$205K
|
-11,760
|
-5%
|
|
|
7
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.22M
|
+$12.7K
|
+726
|
+0.3%
|
|
|
8
|
|
$4.09M
|
-$1.9M
|
-108,720
|
-31%
|
|
|
9
|
Karpus Investment Management
Pittsford,
New York
|
$3.04M
|
-$528K
|
-30,300
|
-15%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.65M
|
+$610K
|
+35,010
|
+29%
|
|
|
11
|
Cardan Capital Partners
Denver,
Colorado
|
$2.27M
|
+$61K
|
+3,499
|
+3%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$2.24M
|
-$12.2K
|
-698
|
-0.5%
|
|
|
13
|
Bailard
Foster City,
California
|
$2.24M
|
-$1.1M
|
-63,123
|
-33%
|
|
|
14
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.13M
|
-$135K
|
-7,744
|
-6%
|
|
|
15
|
Advisors Preferred
Rockville,
Maryland
|
$2.11M
|
+$40.8K
|
+2,340
|
+2%
|
|
|
16
|
Cerity Partners OCIO
New York
|
$1.9M
|
-$1.22M
|
-70,090
|
-39%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$1.84M
|
+$121K
|
+6,950
|
+7%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.67M
|
+$69K
|
+3,958
|
+4%
|
|
|
19
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.55M
|
-$5.14K
|
-295
|
-0.3%
|
|
|
20
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.54M
|
–
|
–
|
–
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.33M
|
+$46.3K
|
+2,657
|
+4%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.25M
|
+$359K
|
+20,604
|
+40%
|
|
|
23
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.24M
|
-$963K
|
-55,245
|
-43%
|
|
|
24
|
Oppenheimer & Co
New York
|
$1.17M
|
+$41K
|
+2,350
|
+4%
|
|
|
25
|
|
$1.04M
|
+$1.05M
|
+60,476
|
New
|
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