|
1
|
Lenox Wealth Advisors
New York
|
$48.7M
|
-$853K
|
-29,152
|
-2%
|
|
|
2
|
Crabel Capital Management
Los Angeles,
California
|
$12.2M
|
-$585
|
-20
|
-0%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$3.37M
|
–
|
–
|
–
|
|
|
4
|
Stratos Investment Management
Beachwood,
Ohio
|
$1.76M
|
+$106K
|
+3,628
|
+7%
|
|
|
5
|
RHS Financial
San Francisco,
California
|
$1.5M
|
-$1.89M
|
-64,567
|
-57%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.42M
|
-$1.68M
|
-57,555
|
-55%
|
|
|
7
|
Homrich & Berg
Atlanta,
Georgia
|
$1.39M
|
-$56.5K
|
-1,932
|
-4%
|
|
|
8
|
Opes Wealth Management
Menlo Park,
California
|
$1.37M
|
+$1.33M
|
+45,397
|
New
|
|
|
9
|
TRUADVICE
Sarasota,
Florida
|
$1.16M
|
+$57.8K
|
+1,977
|
+6%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$1.09M
|
-$50.1K
|
-1,713
|
-5%
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$898K
|
+$410K
|
+14,035
|
+89%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$845K
|
+$479K
|
+16,373
|
+141%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$653K
|
+$133K
|
+4,555
|
+27%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$583K
|
+$154K
|
+5,250
|
+37%
|
|
|
15
|
Klingman & Associates
New York
|
$493K
|
+$477K
|
+16,316
|
New
|
|
|
16
|
CreativeOne Wealth
Overland Park,
Kansas
|
$449K
|
+$20K
|
+685
|
+5%
|
|
|
17
|
Colony Group
Boston,
Massachusetts
|
$387K
|
-$70.7K
|
-2,419
|
-16%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$360K
|
-$75.6K
|
-2,584
|
-18%
|
|
|
19
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$345K
|
+$102K
|
+3,475
|
+44%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$344K
|
-$7.66K
|
-262
|
-2%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$299K
|
–
|
–
|
–
|
|
|
22
|
Raymond James Trust
St. Petersburg,
Florida
|
$290K
|
+$281K
|
+9,618
|
New
|
|
|
23
|
|
$235K
|
-$153K
|
-5,236
|
-40%
|
|
|
24
|
Central Trust Company
Jefferson City,
Missouri
|
$146K
|
-$10.2K
|
-350
|
-7%
|
|
|
25
|
GeoWealth Management
Chicago,
Illinois
|
$131K
|
+$127K
|
+4,352
|
New
|
|
