|
1
|
Bank of America
Charlotte,
North Carolina
|
$13.5M
|
-$825K
|
-46,682
|
-6%
|
|
|
2
|
|
$7.16M
|
-$1.43M
|
-81,053
|
-16%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.1M
|
+$151K
|
+8,539
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$5.06M
|
-$565K
|
-31,938
|
-10%
|
|
|
5
|
|
$5.02M
|
+$5.11M
|
+288,891
|
New
|
|
|
6
|
Condor Capital Management
Martinsville,
New Jersey
|
$4.54M
|
+$43.1K
|
+2,436
|
+0.9%
|
|
|
7
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$4.39M
|
+$1M
|
+56,672
|
+29%
|
|
|
8
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$3.76M
|
-$243K
|
-13,733
|
-6%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$3.39M
|
+$736K
|
+41,639
|
+27%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.83M
|
+$71.5K
|
+4,043
|
+3%
|
|
|
11
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$2.67M
|
-$2.61M
|
-147,437
|
-49%
|
|
|
12
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$2.47M
|
+$603K
|
+34,114
|
+32%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.27M
|
+$2.31M
|
+130,583
|
New
|
|
|
14
|
Cardan Capital Partners
Denver,
Colorado
|
$2.06M
|
-$104K
|
-5,900
|
-5%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.9M
|
+$300K
|
+16,973
|
+18%
|
|
|
16
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.75M
|
+$184K
|
+10,416
|
+12%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$1.74M
|
+$663K
|
+37,486
|
+60%
|
|
|
18
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.52M
|
–
|
–
|
–
|
|
|
19
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.52M
|
+$1.55M
|
+87,494
|
New
|
|
|
20
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.52M
|
-$270K
|
-15,265
|
-15%
|
|
|
21
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.51M
|
-$137K
|
-7,769
|
-8%
|
|
|
22
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$1.48M
|
–
|
–
|
–
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.36M
|
+$1.39M
|
+78,454
|
New
|
|
|
24
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.35M
|
+$1.37M
|
+77,742
|
New
|
|
|
25
|
Cerity Partners OCIO
New York
|
$1.27M
|
+$203K
|
+11,492
|
+19%
|
|
