|
1
|
Bank of America
Charlotte,
North Carolina
|
$18.8M
|
-$2.46M
|
-137,251
|
-12%
|
|
|
2
|
|
$11.1M
|
+$651K
|
+36,310
|
+6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$10M
|
+$268K
|
+14,922
|
+3%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.93M
|
+$86K
|
+4,797
|
+1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$8.85M
|
+$504K
|
+28,116
|
+6%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$8.31M
|
+$2.53K
|
+141
|
+0%
|
|
|
7
|
Vicus Capital
State College,
Pennsylvania
|
$7.75M
|
+$3.54M
|
+197,416
|
+81%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$7.34M
|
+$1.54M
|
+86,091
|
+27%
|
|
|
9
|
Condor Capital Management
Martinsville,
New Jersey
|
$5.41M
|
+$105K
|
+5,839
|
+2%
|
|
|
10
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$5.27M
|
-$62.1K
|
-3,461
|
-1%
|
|
|
11
|
Bartlett & Co
Cincinnati,
Ohio
|
$3.91M
|
+$256K
|
+14,290
|
+7%
|
|
|
12
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$3.91M
|
+$256K
|
+14,290
|
+7%
|
|
|
13
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$3.53M
|
+$492K
|
+27,458
|
+16%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$3.5M
|
+$389K
|
+21,703
|
+13%
|
|
|
15
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$3.43M
|
+$1.47M
|
+82,055
|
+75%
|
|
|
16
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$3.37M
|
-$161K
|
-8,994
|
-5%
|
|
|
17
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$2.33M
|
+$63K
|
+3,514
|
+3%
|
|
|
18
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$2.18M
|
+$105K
|
+5,836
|
+5%
|
|
|
19
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$1.97M
|
-$147K
|
-8,200
|
-7%
|
|
|
20
|
Atria Investments
Charlotte,
North Carolina
|
$1.79M
|
+$11.4K
|
+638
|
+0.6%
|
|
|
21
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$1.74M
|
+$215K
|
+12,000
|
+14%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.72M
|
-$440K
|
-24,531
|
-20%
|
|
|
23
|
SWMG LLC
Fort Worth,
Texas
|
$1.68M
|
–
|
–
|
–
|
|
|
24
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.54M
|
-$30.5K
|
-1,701
|
-2%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.54M
|
+$25.7K
|
+1,435
|
+2%
|
|
