|
1
|
Bank of America
Charlotte,
North Carolina
|
$14.6M
|
-$729K
|
-41,059
|
-5%
|
|
|
2
|
|
$8.23M
|
+$82.4K
|
+4,637
|
+1%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.83M
|
-$2.01M
|
-112,927
|
-26%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$5.69M
|
+$141K
|
+7,965
|
+3%
|
|
|
5
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$5.28M
|
+$302K
|
+16,996
|
+6%
|
|
|
6
|
Condor Capital Management
Martinsville,
New Jersey
|
$4.59M
|
+$55.2K
|
+3,110
|
+1%
|
|
|
7
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$4.28M
|
-$239K
|
-13,440
|
-5%
|
|
|
8
|
|
$3.55M
|
+$3.57M
|
+200,792
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.99M
|
-$5.92K
|
-333
|
-0.2%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$2.76M
|
+$226K
|
+12,736
|
+9%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$2.23M
|
+$1.03M
|
+57,925
|
+85%
|
|
|
12
|
Cardan Capital Partners
Denver,
Colorado
|
$2.11M
|
+$26.6K
|
+1,496
|
+1%
|
|
|
13
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.93M
|
–
|
–
|
–
|
|
|
14
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$1.87M
|
+$32.5K
|
+1,830
|
+2%
|
|
|
15
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.6M
|
-$476K
|
-26,777
|
-23%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.51M
|
-$151K
|
-8,498
|
-9%
|
|
|
17
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$1.5M
|
+$1.51M
|
+85,000
|
New
|
|
|
18
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.43M
|
-$186K
|
-10,461
|
-11%
|
|
|
19
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.43M
|
-$186K
|
-10,461
|
-11%
|
|
|
20
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$1.26M
|
–
|
–
|
–
|
|
|
21
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.16M
|
-$107K
|
-6,000
|
-8%
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$1.14M
|
+$12.7K
|
+713
|
+1%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$1.11M
|
-$316K
|
-17,800
|
-22%
|
|
|
24
|
Cerity Partners OCIO
New York
|
$953K
|
+$51.7K
|
+2,912
|
+6%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$908K
|
-$26.5K
|
-1,489
|
-3%
|
|
