|
1
|
Bank of America
Charlotte,
North Carolina
|
$21.3M
|
+$1.91M
|
+105,577
|
+10%
|
|
|
2
|
|
$10.5M
|
+$643K
|
+35,620
|
+6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$9.82M
|
+$754K
|
+41,730
|
+8%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.89M
|
+$310K
|
+17,185
|
+4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$8.39M
|
+$1.04M
|
+57,384
|
+14%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$8.35M
|
+$115K
|
+6,387
|
+1%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$5.82M
|
-$171K
|
-9,450
|
-3%
|
|
|
8
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$5.36M
|
+$352K
|
+19,464
|
+7%
|
|
|
9
|
Condor Capital Management
Martinsville,
New Jersey
|
$5.33M
|
+$257K
|
+14,242
|
+5%
|
|
|
10
|
Vicus Capital
State College,
Pennsylvania
|
$4.38M
|
+$195K
|
+10,823
|
+5%
|
|
|
11
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$3.67M
|
+$126K
|
+6,990
|
+4%
|
|
|
12
|
Bartlett & Co
Cincinnati,
Ohio
|
$3.67M
|
+$126K
|
+6,990
|
+4%
|
|
|
13
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$3.54M
|
-$69.9K
|
-3,872
|
-2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$3.12M
|
+$287K
|
+15,907
|
+10%
|
|
|
15
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$3.05M
|
+$73.7K
|
+4,083
|
+2%
|
|
|
16
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$2.28M
|
–
|
–
|
–
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.17M
|
+$158K
|
+8,770
|
+8%
|
|
|
18
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$2.12M
|
+$148K
|
+8,200
|
+7%
|
|
|
19
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$2.09M
|
–
|
–
|
–
|
|
|
20
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.97M
|
+$107K
|
+5,946
|
+6%
|
|
|
21
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.82M
|
+$126K
|
+6,951
|
+7%
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$1.79M
|
+$1.79M
|
+99,288
|
New
|
|
|
23
|
SWMG LLC
Fort Worth,
Texas
|
$1.69M
|
–
|
–
|
–
|
|
|
24
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.58M
|
+$83.5K
|
+4,622
|
+6%
|
|
|
25
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$1.53M
|
–
|
–
|
–
|
|
