|
1
|
Bank of America
Charlotte,
North Carolina
|
$13M
|
+$2.13M
|
+117,844
|
+20%
|
|
|
2
|
|
$7.7M
|
+$371K
|
+20,581
|
+5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$5.77M
|
+$314K
|
+17,402
|
+6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$5.51M
|
+$2.14M
|
+118,340
|
+63%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$5.22M
|
-$234K
|
-12,980
|
-4%
|
|
|
6
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.87M
|
+$111K
|
+6,142
|
+2%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.76M
|
-$560K
|
-31,040
|
-11%
|
|
|
8
|
Condor Capital Management
Martinsville,
New Jersey
|
$4.64M
|
-$45.7K
|
-2,532
|
-1%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$4.03M
|
+$737K
|
+40,820
|
+22%
|
|
|
10
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$3.46M
|
-$55.8K
|
-3,089
|
-2%
|
|
|
11
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$2.48M
|
+$27.9K
|
+1,544
|
+1%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.86M
|
+$66.5K
|
+3,686
|
+4%
|
|
|
13
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$1.79M
|
-$2.45M
|
-135,474
|
-58%
|
|
|
14
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.78M
|
+$199K
|
+11,000
|
+13%
|
|
|
15
|
Cardan Capital Partners
Denver,
Colorado
|
$1.75M
|
-$377K
|
-20,898
|
-18%
|
|
|
16
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.64M
|
+$1.64M
|
+90,854
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.59M
|
+$139K
|
+7,679
|
+10%
|
|
|
18
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$1.53M
|
–
|
–
|
–
|
|
|
19
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.46M
|
+$24K
|
+1,330
|
+2%
|
|
|
20
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.46M
|
+$24K
|
+1,330
|
+2%
|
|
|
21
|
Cerity Partners OCIO
New York
|
$1.41M
|
+$88.3K
|
+4,893
|
+7%
|
|
|
22
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.4M
|
+$44.9K
|
+2,490
|
+3%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$1.37M
|
-$18.9K
|
-1,048
|
-1%
|
|
|
24
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$1.28M
|
–
|
–
|
–
|
|
|
25
|
|
$1.28M
|
-$4.34M
|
-240,731
|
-77%
|
|
