|
1
|
Lenox Wealth Advisors
New York
|
$44.6M
|
+$626K
|
+23,938
|
+1%
|
|
|
2
|
Crabel Capital Management
Los Angeles,
California
|
$10.8M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$4.74M
|
-$5.96M
|
-228,162
|
-56%
|
|
|
4
|
Cabot Wealth Management
Salem,
Massachusetts
|
$3.72M
|
-$352K
|
-13,481
|
-9%
|
|
|
5
|
RHS Financial
San Francisco,
California
|
$3.67M
|
-$1.55M
|
-59,208
|
-30%
|
|
|
6
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$3.51M
|
+$195K
|
+7,477
|
+6%
|
|
|
7
|
SEI Investments
Oaks,
Pennsylvania
|
$3.01M
|
-$696K
|
-26,639
|
-19%
|
|
|
8
|
Stratos Investment Management
Beachwood,
Ohio
|
$1.49M
|
+$33.5K
|
+1,281
|
+2%
|
|
|
9
|
Homrich & Berg
Atlanta,
Georgia
|
$1.28M
|
-$11.9K
|
-454
|
-0.9%
|
|
|
10
|
Financial Enhancement Group
Anderson,
Indiana
|
$1.11M
|
-$20K
|
-764
|
-2%
|
|
|
11
|
TRUADVICE
Sarasota,
Florida
|
$914K
|
+$883K
|
+33,799
|
New
|
|
|
12
|
|
$824K
|
-$677K
|
-25,919
|
-46%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$485K
|
+$473K
|
+18,113
|
New
|
|
|
14
|
Colony Group
Boston,
Massachusetts
|
$449K
|
-$184K
|
-7,035
|
-30%
|
|
|
15
|
CreativeOne Wealth
Overland Park,
Kansas
|
$377K
|
-$13.9K
|
-530
|
-4%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$332K
|
-$30.2K
|
-1,154
|
-9%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$313K
|
-$132K
|
-5,056
|
-30%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$261K
|
-$78.8K
|
-3,015
|
-24%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$240K
|
-$430K
|
-16,445
|
-65%
|
|
|
20
|
Central Trust Company
Jefferson City,
Missouri
|
$148K
|
+$16.3K
|
+624
|
+13%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$109K
|
-$27.2K
|
-1,039
|
-20%
|
|
|
22
|
Macroview Investment Management
Bethesda,
Maryland
|
$97K
|
-$1.1K
|
-42
|
-1%
|
|
|
23
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$89K
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$68K
|
-$6.64K
|
-254
|
-9%
|
|
|
25
|
|
$45K
|
–
|
–
|
–
|
|
