|
1
|
Bank of America
Charlotte,
North Carolina
|
$18.1M
|
+$2.82M
|
+155,757
|
+18%
|
|
|
2
|
|
$10.5M
|
+$2.01M
|
+110,990
|
+24%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$8.85M
|
+$2.44M
|
+134,838
|
+38%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.21M
|
+$3.28M
|
+181,334
|
+66%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$7.82M
|
+$1.32M
|
+73,071
|
+20%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$7.08M
|
+$1.87M
|
+103,667
|
+36%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$5.63M
|
+$1.26M
|
+69,779
|
+29%
|
|
|
8
|
Condor Capital Management
Martinsville,
New Jersey
|
$4.99M
|
+$233K
|
+12,873
|
+5%
|
|
|
9
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.9M
|
-$12.1K
|
-667
|
-0.2%
|
|
|
10
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$3.64M
|
+$388K
|
+21,470
|
+12%
|
|
|
11
|
Bartlett & Co
Cincinnati,
Ohio
|
$3.63M
|
+$1.42M
|
+78,351
|
+64%
|
|
|
12
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$3.63M
|
+$1.42M
|
+78,351
|
+64%
|
|
|
13
|
Vicus Capital
State College,
Pennsylvania
|
$3.58M
|
+$2.64M
|
+145,860
|
+277%
|
|
|
14
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$2.88M
|
+$167K
|
+9,213
|
+6%
|
|
|
15
|
PFS Investments
Duluth,
Georgia
|
$2.47M
|
+$2.48M
|
+137,133
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2.37M
|
+$943K
|
+52,152
|
+66%
|
|
|
17
|
|
$2.16M
|
+$2.17M
|
+119,989
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.08M
|
+$395K
|
+21,838
|
+23%
|
|
|
19
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$2.01M
|
–
|
–
|
–
|
|
|
20
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.88M
|
+$871K
|
+48,152
|
+86%
|
|
|
21
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.78M
|
–
|
–
|
–
|
|
|
22
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.65M
|
+$293K
|
+16,202
|
+22%
|
|
|
23
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.63M
|
+$561K
|
+31,001
|
+52%
|
|
|
24
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$1.53M
|
–
|
–
|
–
|
|
|
25
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.43M
|
+$1.44M
|
+79,497
|
New
|
|
