|
1
|
Bank of America
Charlotte,
North Carolina
|
$14.7M
|
-$39.4K
|
-2,221
|
-0.3%
|
|
|
2
|
|
$8.77M
|
+$490K
|
+27,619
|
+6%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.09M
|
+$225K
|
+12,660
|
+4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$5.75M
|
+$23K
|
+1,294
|
+0.4%
|
|
|
5
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$5.35M
|
+$41.2K
|
+2,319
|
+0.8%
|
|
|
6
|
Condor Capital Management
Martinsville,
New Jersey
|
$4.6M
|
-$17K
|
-956
|
-0.4%
|
|
|
7
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$4.1M
|
-$206K
|
-11,627
|
-5%
|
|
|
8
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$3.49M
|
+$3.48M
|
+196,065
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.83M
|
-$185K
|
-10,439
|
-6%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$2.74M
|
-$43.6K
|
-2,455
|
-2%
|
|
|
11
|
Cardan Capital Partners
Denver,
Colorado
|
$2.21M
|
+$91.3K
|
+5,143
|
+4%
|
|
|
12
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$1.93M
|
+$42.9K
|
+2,414
|
+2%
|
|
|
13
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.83M
|
+$391K
|
+22,030
|
+27%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.72M
|
+$990K
|
+55,768
|
+136%
|
|
|
15
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.69M
|
-$255K
|
-14,373
|
-13%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.65M
|
+$123K
|
+6,906
|
+8%
|
|
|
17
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.61M
|
+$2.4K
|
+135
|
+0.1%
|
|
|
18
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.56M
|
+$394K
|
+22,200
|
+34%
|
|
|
19
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$1.51M
|
–
|
–
|
–
|
|
|
20
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.31M
|
+$1.2M
|
+67,653
|
+1,082%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$1.28M
|
-$954K
|
-53,706
|
-43%
|
|
|
22
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$1.26M
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$1.14M
|
+$222K
|
+12,516
|
+24%
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$1.13M
|
-$11.8K
|
-666
|
-1%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$1.11M
|
+$262K
|
+14,760
|
+31%
|
|
