|
1
|
Bank of America
Charlotte,
North Carolina
|
$15.3M
|
+$2.27M
|
+125,486
|
+17%
|
|
|
2
|
|
$8.51M
|
+$776K
|
+42,979
|
+10%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$6.53M
|
+$736K
|
+40,755
|
+13%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$6.45M
|
+$918K
|
+50,839
|
+17%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$5.23M
|
-$11.1K
|
-613
|
-0.2%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.97M
|
+$190K
|
+10,498
|
+4%
|
|
|
7
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.93M
|
+$50.9K
|
+2,816
|
+1%
|
|
|
8
|
Condor Capital Management
Martinsville,
New Jersey
|
$4.78M
|
+$131K
|
+7,232
|
+3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$4.39M
|
+$351K
|
+19,456
|
+9%
|
|
|
10
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$3.27M
|
-$205K
|
-11,337
|
-6%
|
|
|
11
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$2.72M
|
+$235K
|
+13,002
|
+9%
|
|
|
12
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$2.23M
|
+$763K
|
+42,220
|
+52%
|
|
|
13
|
Bartlett & Co
Cincinnati,
Ohio
|
$2.23M
|
+$763K
|
+42,220
|
+52%
|
|
|
14
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$2.02M
|
+$219K
|
+12,130
|
+12%
|
|
|
15
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.78M
|
–
|
–
|
–
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.69M
|
-$173K
|
-9,600
|
-9%
|
|
|
17
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$1.54M
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$1.43M
|
+$257K
|
+14,228
|
+22%
|
|
|
19
|
Cardan Capital Partners
Denver,
Colorado
|
$1.39M
|
-$365K
|
-20,219
|
-21%
|
|
|
20
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.36M
|
-$40.4K
|
-2,236
|
-3%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.29M
|
-$304K
|
-16,852
|
-19%
|
|
|
22
|
Howard Capital Management
Roswell,
Georgia
|
$1.29M
|
+$418K
|
+23,140
|
+48%
|
|
|
23
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$1.29M
|
–
|
–
|
–
|
|
|
24
|
Cerity Partners OCIO
New York
|
$1.14M
|
-$273K
|
-15,094
|
-19%
|
|
|
25
|
Advisors Preferred
Rockville,
Maryland
|
$1.09M
|
-$67.9K
|
-3,760
|
-6%
|
|
