|
1
|
Lenox Wealth Advisors
New York
|
$41.1M
|
+$800K
|
+33,307
|
+2%
|
|
|
2
|
Crabel Capital Management
Los Angeles,
California
|
$10.2M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$10.2M
|
-$10.9M
|
-452,935
|
-53%
|
|
|
4
|
RHS Financial
San Francisco,
California
|
$4.92M
|
+$2.25M
|
+93,558
|
+91%
|
|
|
5
|
Cabot Wealth Management
Salem,
Massachusetts
|
$3.82M
|
+$21K
|
+873
|
+0.6%
|
|
|
6
|
SEI Investments
Oaks,
Pennsylvania
|
$3.48M
|
+$67.7K
|
+2,817
|
+2%
|
|
|
7
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$3.1M
|
+$360K
|
+14,983
|
+14%
|
|
|
8
|
|
$1.42M
|
+$262K
|
+10,890
|
+24%
|
|
|
9
|
Stratos Investment Management
Beachwood,
Ohio
|
$1.36M
|
-$937
|
-39
|
-0.1%
|
|
|
10
|
Homrich & Berg
Atlanta,
Georgia
|
$1.21M
|
+$740K
|
+30,814
|
+175%
|
|
|
11
|
Financial Enhancement Group
Anderson,
Indiana
|
$1.06M
|
-$8.24K
|
-343
|
-0.8%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$636K
|
-$1.27M
|
-52,656
|
-67%
|
|
|
13
|
Colony Group
Boston,
Massachusetts
|
$597K
|
-$48.6K
|
-2,021
|
-8%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$420K
|
-$26.8K
|
-1,114
|
-6%
|
|
|
15
|
CreativeOne Wealth
Overland Park,
Kansas
|
$366K
|
+$352K
|
+14,628
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$339K
|
-$103K
|
-4,307
|
-24%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$319K
|
–
|
–
|
–
|
|
|
18
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$204K
|
+$196K
|
+8,150
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$128K
|
-$47.7K
|
-1,986
|
-28%
|
|
|
20
|
Central Trust Company
Jefferson City,
Missouri
|
$123K
|
+$60.4K
|
+2,513
|
+106%
|
|
|
21
|
Macroview Investment Management
Bethesda,
Maryland
|
$92K
|
-$318K
|
-13,221
|
-78%
|
|
|
22
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$83.3K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$70K
|
-$24.1K
|
-1,002
|
-26%
|
|
|
24
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$60K
|
-$10.4K
|
-431
|
-16%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$54K
|
+$51.5K
|
+2,142
|
New
|
|
