|
1
|
Bank of America
Charlotte,
North Carolina
|
$34.4M
|
-$4.92M
|
-124,073
|
-13%
|
|
|
2
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$28M
|
-$5.6M
|
-141,418
|
-17%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$17.5M
|
+$904K
|
+22,814
|
+6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$8.4M
|
+$854K
|
+21,563
|
+12%
|
|
|
5
|
|
$8.19M
|
-$87.6K
|
-2,211
|
-1%
|
|
|
6
|
Evanson Asset Management
Carmel,
California
|
$6.82M
|
-$344K
|
-8,685
|
-5%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.87M
|
-$224K
|
-5,647
|
-4%
|
|
|
8
|
Linscomb Wealth
Houston,
Texas
|
$3.16M
|
-$2.69K
|
-68
|
-0.1%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.62M
|
-$8.09M
|
-204,069
|
-76%
|
|
|
10
|
|
$2.29M
|
-$582K
|
-14,699
|
-21%
|
|
|
11
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.23M
|
+$86K
|
+2,170
|
+4%
|
|
|
12
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$1.58M
|
+$172K
|
+4,343
|
+13%
|
|
|
13
|
LVM Capital Management
Portage,
Michigan
|
$1.56M
|
-$46.8K
|
-1,180
|
-3%
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$1.43M
|
-$427K
|
-10,782
|
-23%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$1M
|
-$66.4K
|
-1,675
|
-6%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$973K
|
+$957K
|
+24,155
|
New
|
|
|
17
|
Beacon Pointe Advisors
Newport Beach,
California
|
$935K
|
-$39.9K
|
-1,008
|
-4%
|
|
|
18
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$858K
|
-$199K
|
-5,032
|
-19%
|
|
|
19
|
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
$858K
|
-$26.6K
|
-671
|
-3%
|
|
|
20
|
|
$827K
|
-$21.9K
|
-553
|
-3%
|
|
|
21
|
|
$815K
|
-$20.8K
|
-525
|
-3%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$773K
|
-$35K
|
-884
|
-4%
|
|
|
23
|
Lenox Wealth Advisors
New York
|
$700K
|
+$292K
|
+7,375
|
+74%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$646K
|
+$356K
|
+8,990
|
+127%
|
|
|
25
|
Huntington National Bank
Columbus,
Ohio
|
$607K
|
–
|
–
|
–
|
|
