|
1
|
Lenox Wealth Advisors
New York
|
$40.2M
|
+$2.37M
|
+58,245
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$20.3M
|
-$620K
|
-15,241
|
-3%
|
|
|
3
|
|
$7.64M
|
-$4.32M
|
-106,220
|
-36%
|
|
|
4
|
Evanson Asset Management
Carmel,
California
|
$5.46M
|
-$103K
|
-2,544
|
-2%
|
|
|
5
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$3.22M
|
-$464K
|
-11,403
|
-12%
|
|
|
6
|
Principal Financial Group
Des Moines,
Iowa
|
$3.09M
|
-$1.77M
|
-43,385
|
-36%
|
|
|
7
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.29M
|
+$23.7K
|
+583
|
+1%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.23M
|
+$33.9K
|
+833
|
+2%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.1M
|
+$71.8K
|
+1,765
|
+3%
|
|
|
10
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.95M
|
–
|
–
|
–
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$1.89M
|
+$79.7K
|
+1,960
|
+4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$1.88M
|
+$446K
|
+10,970
|
+30%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$1.79M
|
+$50.3K
|
+1,237
|
+3%
|
|
|
14
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$1.72M
|
+$161K
|
+3,952
|
+10%
|
|
|
15
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$1.61M
|
+$12.8K
|
+315
|
+0.8%
|
|
|
16
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.6M
|
+$27.1K
|
+667
|
+2%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.27M
|
-$180K
|
-4,435
|
-12%
|
|
|
18
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.27M
|
+$349K
|
+8,589
|
+37%
|
|
|
19
|
Linscomb Wealth
Houston,
Texas
|
$1.22M
|
–
|
–
|
–
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.09M
|
+$97.2K
|
+2,389
|
+10%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$988K
|
+$252K
|
+6,182
|
+33%
|
|
|
22
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$857K
|
+$134K
|
+3,293
|
+18%
|
|
|
23
|
|
$763K
|
-$1.61M
|
-39,505
|
-67%
|
|
|
24
|
Flow Traders U.S.
New York
|
$754K
|
+$775K
|
+19,042
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$657K
|
-$54.5K
|
-1,340
|
-7%
|
|
