|
1
|
Lenox Wealth Advisors
New York
|
$31.5M
|
+$560K
|
+17,746
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$17.5M
|
-$3.01M
|
-95,536
|
-15%
|
|
|
3
|
|
$10.2M
|
+$216K
|
+6,837
|
+2%
|
|
|
4
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$6.68M
|
-$4.76M
|
-150,957
|
-43%
|
|
|
5
|
Evanson Asset Management
Carmel,
California
|
$4.84M
|
-$197K
|
-6,244
|
-4%
|
|
|
6
|
|
$4.67M
|
+$4.13M
|
+131,055
|
+1,236%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$2.74M
|
+$2.62M
|
+83,081
|
New
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.49M
|
-$349K
|
-11,068
|
-13%
|
|
|
9
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.22M
|
-$63.9K
|
-2,025
|
-3%
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$1.77M
|
+$77K
|
+2,441
|
+5%
|
|
|
11
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.77M
|
-$935K
|
-29,622
|
-36%
|
|
|
12
|
Atria Investments
Charlotte,
North Carolina
|
$1.74M
|
+$85.3K
|
+2,702
|
+5%
|
|
|
13
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.7M
|
+$1.62M
|
+51,436
|
New
|
|
|
14
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.59M
|
-$368K
|
-11,661
|
-19%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.44M
|
-$363K
|
-11,494
|
-21%
|
|
|
16
|
Linscomb Wealth
Houston,
Texas
|
$1.42M
|
-$212K
|
-6,733
|
-14%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$1.4M
|
+$545K
|
+17,260
|
+69%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.29M
|
+$409K
|
+12,954
|
+49%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.11M
|
+$1.06M
|
+33,562
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$1.09M
|
-$188K
|
-5,960
|
-15%
|
|
|
21
|
Principal Financial Group
Des Moines,
Iowa
|
$1.07M
|
-$2.69M
|
-85,415
|
-72%
|
|
|
22
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$907K
|
-$218K
|
-6,925
|
-20%
|
|
|
23
|
LVM Capital Management
Portage,
Michigan
|
$886K
|
-$19.7K
|
-625
|
-2%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$743K
|
+$178K
|
+5,628
|
+33%
|
|
|
25
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$684K
|
+$9.72K
|
+308
|
+2%
|
|
