|
1
|
Bank of America
Charlotte,
North Carolina
|
$16.1M
|
-$131K
|
-7,574
|
-0.8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$7.2M
|
+$222K
|
+12,883
|
+3%
|
|
|
3
|
|
$6.38M
|
-$2.54M
|
-146,918
|
-28%
|
|
|
4
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$5.49M
|
-$298K
|
-17,246
|
-5%
|
|
|
5
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.56M
|
+$59.9K
|
+3,471
|
+1%
|
|
|
6
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.25M
|
+$16K
|
+927
|
+0.4%
|
|
|
7
|
|
$3.03M
|
+$2.55M
|
+147,938
|
+519%
|
|
|
8
|
Cardan Capital Partners
Denver,
Colorado
|
$2.19M
|
-$30.3K
|
-1,755
|
-1%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$2.19M
|
+$9.31K
|
+539
|
+0.4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.18M
|
+$552K
|
+31,962
|
+34%
|
|
|
11
|
|
$2.15M
|
+$72K
|
+4,170
|
+3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.75M
|
+$192K
|
+11,123
|
+12%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$1.75M
|
-$71.8K
|
-4,159
|
-4%
|
|
|
14
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.51M
|
+$95.3K
|
+5,520
|
+7%
|
|
|
15
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.51M
|
+$95.3K
|
+5,520
|
+7%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.35M
|
-$96.3K
|
-5,575
|
-7%
|
|
|
17
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.35M
|
–
|
–
|
–
|
|
|
18
|
Karpus Investment Management
Pittsford,
New York
|
$1.32M
|
–
|
–
|
–
|
|
|
19
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$1.22M
|
+$86.3K
|
+5,000
|
+8%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$1.07M
|
+$1.07M
|
+62,097
|
New
|
|
|
21
|
Cerity Partners OCIO
New York
|
$1.06M
|
-$199K
|
-11,527
|
-16%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$996K
|
+$1M
|
+58,018
|
New
|
|
|
23
|
Ancora Advisors
Cleveland,
Ohio
|
$781K
|
–
|
–
|
–
|
|
|
24
|
Bailard
Foster City,
California
|
$747K
|
-$1.33M
|
-76,875
|
-64%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$707K
|
+$116K
|
+6,744
|
+20%
|
|
