|
1
|
Bank of America
Charlotte,
North Carolina
|
$15.4M
|
+$173K
|
+9,822
|
+1%
|
|
|
2
|
|
$8.15M
|
+$1.83M
|
+103,937
|
+29%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.83M
|
-$352K
|
-20,031
|
-4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$5.55M
|
-$2.98M
|
-169,677
|
-35%
|
|
|
5
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.98M
|
+$149K
|
+8,489
|
+3%
|
|
|
6
|
Condor Capital Management
Martinsville,
New Jersey
|
$4.54M
|
+$138K
|
+7,832
|
+3%
|
|
|
7
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$4.52M
|
-$261K
|
-14,869
|
-6%
|
|
|
8
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$3.17M
|
+$787K
|
+44,764
|
+33%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$3M
|
+$1.15M
|
+65,602
|
+63%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$2.54M
|
-$106K
|
-6,056
|
-4%
|
|
|
11
|
Cardan Capital Partners
Denver,
Colorado
|
$2.08M
|
-$124K
|
-7,063
|
-6%
|
|
|
12
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2.07M
|
+$158
|
+9
|
+0%
|
|
|
13
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.93M
|
+$1.92M
|
+109,258
|
New
|
|
|
14
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$1.84M
|
+$83.6K
|
+4,756
|
+5%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.67M
|
-$368K
|
-20,934
|
-18%
|
|
|
16
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.61M
|
-$65K
|
-3,700
|
-4%
|
|
|
17
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.61M
|
-$65K
|
-3,700
|
-4%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$1.42M
|
+$397K
|
+22,573
|
+39%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$1.35M
|
-$450K
|
-25,630
|
-25%
|
|
|
20
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.27M
|
+$225K
|
+12,823
|
+22%
|
|
|
21
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.26M
|
-$123K
|
-7,000
|
-9%
|
|
|
22
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$1.26M
|
–
|
–
|
–
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$1.2M
|
+$857K
|
+48,756
|
+254%
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$1.12M
|
+$104K
|
+5,916
|
+10%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$934K
|
-$219K
|
-12,438
|
-19%
|
|
