|
1
|
Bank of America
Charlotte,
North Carolina
|
$19.5M
|
+$1.38M
|
+76,552
|
+8%
|
|
|
2
|
|
$9.94M
|
-$556K
|
-30,807
|
-5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$9.1M
|
+$234K
|
+12,975
|
+3%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.61M
|
+$380K
|
+21,017
|
+5%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$8.27M
|
+$1.18M
|
+65,064
|
+17%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$7.38M
|
-$448K
|
-24,793
|
-6%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$6.02M
|
+$376K
|
+20,811
|
+7%
|
|
|
8
|
Condor Capital Management
Martinsville,
New Jersey
|
$5.09M
|
+$88.7K
|
+4,909
|
+2%
|
|
|
9
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$5.03M
|
+$114K
|
+6,322
|
+2%
|
|
|
10
|
M Holdings Securities
Portland,
Oregon
|
$4.66M
|
+$4.66M
|
+258,097
|
New
|
|
|
11
|
Vicus Capital
State College,
Pennsylvania
|
$4.2M
|
+$611K
|
+33,812
|
+17%
|
|
|
12
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$3.63M
|
-$17.7K
|
-979
|
-0.5%
|
|
|
13
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$3.56M
|
-$78.4K
|
-4,340
|
-2%
|
|
|
14
|
Bartlett & Co
Cincinnati,
Ohio
|
$3.56M
|
-$78.4K
|
-4,340
|
-2%
|
|
|
15
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$2.99M
|
+$108K
|
+5,960
|
+4%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2.85M
|
+$476K
|
+26,375
|
+20%
|
|
|
17
|
PFS Investments
Duluth,
Georgia
|
$2.58M
|
+$109K
|
+6,056
|
+4%
|
|
|
18
|
|
$2.51M
|
+$343K
|
+18,991
|
+16%
|
|
|
19
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$2.29M
|
+$661K
|
+36,582
|
+41%
|
|
|
20
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$2.1M
|
+$316K
|
+17,500
|
+18%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.02M
|
-$59.2K
|
-3,280
|
-3%
|
|
|
22
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$1.98M
|
-$27.1K
|
-1,500
|
-1%
|
|
|
23
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.87M
|
-$5.45K
|
-302
|
-0.3%
|
|
|
24
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.7M
|
+$51.7K
|
+2,865
|
+3%
|
|
|
25
|
SWMG LLC
Fort Worth,
Texas
|
$1.7M
|
+$1.7M
|
+93,896
|
New
|
|
