|
1
|
Lenox Wealth Advisors
New York
|
$37.6M
|
+$14.3K
|
+367
|
+0%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$20.8M
|
-$696K
|
-17,911
|
-3%
|
|
|
3
|
|
$11.8M
|
-$154K
|
-3,976
|
-1%
|
|
|
4
|
Evanson Asset Management
Carmel,
California
|
$5.52M
|
+$93.8K
|
+2,415
|
+2%
|
|
|
5
|
Principal Financial Group
Des Moines,
Iowa
|
$4.77M
|
+$2.06M
|
+52,944
|
+77%
|
|
|
6
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$3.65M
|
-$1.24M
|
-31,872
|
-26%
|
|
|
7
|
|
$2.31M
|
+$2.28M
|
+58,773
|
New
|
|
|
8
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.25M
|
-$133K
|
-3,422
|
-6%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.18M
|
+$196K
|
+5,042
|
+10%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.02M
|
+$653K
|
+16,819
|
+49%
|
|
|
11
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.93M
|
-$3.81K
|
-98
|
-0.2%
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$1.8M
|
+$214K
|
+5,522
|
+14%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$1.72M
|
+$98.7K
|
+2,541
|
+6%
|
|
|
14
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$1.58M
|
+$1.56M
|
+40,120
|
New
|
|
|
15
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.56M
|
+$101K
|
+2,595
|
+7%
|
|
|
16
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$1.54M
|
+$343K
|
+8,841
|
+29%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$1.44M
|
+$129K
|
+3,332
|
+10%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.43M
|
-$821K
|
-21,139
|
-37%
|
|
|
19
|
Linscomb Wealth
Houston,
Texas
|
$1.21M
|
-$49.8K
|
-1,283
|
-4%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$985K
|
+$112K
|
+2,884
|
+13%
|
|
|
21
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$919K
|
+$72.7K
|
+1,872
|
+9%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$737K
|
-$28.2K
|
-725
|
-4%
|
|
|
23
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$721K
|
+$84.4K
|
+2,172
|
+13%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$705K
|
-$229K
|
-5,895
|
-25%
|
|
|
25
|
LVM Capital Management
Portage,
Michigan
|
$688K
|
-$29.7K
|
-765
|
-4%
|
|
