|
1
|
Bank of America
Charlotte,
North Carolina
|
$10.9M
|
-$3.1M
|
-174,294
|
-22%
|
|
|
2
|
|
$7.32M
|
-$99.4K
|
-5,598
|
-1%
|
|
|
3
|
|
$5.61M
|
+$405K
|
+22,818
|
+8%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$5.45M
|
+$1.91M
|
+107,292
|
+55%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$5.45M
|
+$204K
|
+11,458
|
+4%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.31M
|
-$995K
|
-55,992
|
-16%
|
|
|
7
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.75M
|
+$1.96M
|
+110,129
|
+72%
|
|
|
8
|
Condor Capital Management
Martinsville,
New Jersey
|
$4.67M
|
-$28.7K
|
-1,615
|
-0.6%
|
|
|
9
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$4.22M
|
-$322K
|
-18,126
|
-7%
|
|
|
10
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$3.51M
|
-$385K
|
-21,701
|
-10%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$3.37M
|
+$429K
|
+24,141
|
+15%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$3.29M
|
+$1.47M
|
+82,544
|
+83%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$3.03M
|
+$1.81M
|
+101,808
|
+153%
|
|
|
14
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$2.45M
|
-$115K
|
-6,489
|
-5%
|
|
|
15
|
Cardan Capital Partners
Denver,
Colorado
|
$2.12M
|
-$11.4K
|
-640
|
-0.5%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.79M
|
-$183K
|
-10,307
|
-9%
|
|
|
17
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.58M
|
–
|
–
|
–
|
|
|
18
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$1.53M
|
–
|
–
|
–
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.45M
|
+$38.8K
|
+2,182
|
+3%
|
|
|
20
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.43M
|
-$144K
|
-8,085
|
-9%
|
|
|
21
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.43M
|
-$144K
|
-8,085
|
-9%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$1.39M
|
+$388K
|
+21,838
|
+40%
|
|
|
23
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.37M
|
-$441K
|
-24,811
|
-25%
|
|
|
24
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.35M
|
-$48.3K
|
-2,717
|
-3%
|
|
|
25
|
Cerity Partners OCIO
New York
|
$1.32M
|
+$5.38K
|
+303
|
+0.4%
|
|
