|
1
|
Lenox Wealth Advisors
New York
|
$35.8M
|
-$397K
|
-11,296
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$20.5M
|
+$1.4M
|
+39,936
|
+8%
|
|
|
3
|
|
$11.3M
|
-$678K
|
-19,296
|
-6%
|
|
|
4
|
Evanson Asset Management
Carmel,
California
|
$5.17M
|
-$31.1K
|
-884
|
-0.6%
|
|
|
5
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$4.67M
|
-$847K
|
-24,083
|
-16%
|
|
|
6
|
Principal Financial Group
Des Moines,
Iowa
|
$2.56M
|
+$634K
|
+18,033
|
+36%
|
|
|
7
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.26M
|
-$62K
|
-1,763
|
-3%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.16M
|
-$398K
|
-11,326
|
-16%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.89M
|
+$336K
|
+9,560
|
+23%
|
|
|
10
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.84M
|
-$126K
|
-3,571
|
-7%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$1.55M
|
-$32.2K
|
-916
|
-2%
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$1.51M
|
+$631K
|
+17,957
|
+81%
|
|
|
13
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.4M
|
-$203K
|
-5,786
|
-13%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.29M
|
+$50.6K
|
+1,439
|
+4%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$1.24M
|
-$6.61K
|
-188
|
-0.6%
|
|
|
16
|
Linscomb Wealth
Houston,
Texas
|
$1.21M
|
-$203K
|
-5,779
|
-15%
|
|
|
17
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$1.14M
|
+$216K
|
+6,144
|
+25%
|
|
|
18
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.04M
|
+$923K
|
+26,250
|
+1,544%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$892K
|
-$109K
|
-3,114
|
-12%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$830K
|
+$66.5K
|
+1,891
|
+9%
|
|
|
21
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$805K
|
+$4.71K
|
+134
|
+0.6%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$730K
|
-$89.5K
|
-2,547
|
-12%
|
|
|
23
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$691K
|
+$245K
|
+6,963
|
+61%
|
|
|
24
|
LVM Capital Management
Portage,
Michigan
|
$684K
|
-$34.3K
|
-975
|
-5%
|
|
|
25
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$606K
|
-$92.6K
|
-2,635
|
-14%
|
|
