|
1
|
State Insurance Fund
New York
|
$177M
|
–
|
–
|
–
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$26.5M
|
+$960K
|
+15,399
|
+4%
|
|
|
3
|
|
$26.4M
|
-$25.1M
|
-402,000
|
-50%
|
|
|
4
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$17.6M
|
+$1.93M
|
+31,009
|
+13%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.54M
|
+$5.27M
|
+84,485
|
New
|
|
|
6
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$2.48M
|
-$326K
|
-5,219
|
-12%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.62M
|
-$143K
|
-2,295
|
-8%
|
|
|
8
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.62M
|
-$143K
|
-2,295
|
-8%
|
|
|
9
|
|
$1.11M
|
-$613K
|
-9,822
|
-37%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$692K
|
+$658K
|
+10,549
|
New
|
|
|
11
|
First Pacific Financial
Vancouver,
Washington
|
$474K
|
+$398K
|
+6,374
|
+753%
|
|
|
12
|
Gemmer Asset Management
Walnut Creek,
California
|
$289K
|
+$686
|
+11
|
+0.3%
|
|
|
13
|
Fulcrum Capital
Seattle,
Washington
|
$286K
|
+$272K
|
+4,353
|
New
|
|
|
14
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$269K
|
+$255K
|
+4,094
|
New
|
|
|
15
|
Per Stirling Capital Management
Austin,
Texas
|
$235K
|
+$561
|
+9
|
+0.3%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$225K
|
+$214K
|
+3,434
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$37.7K
|
+$35.9K
|
+575
|
New
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$17K
|
-$873
|
-14
|
-5%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$996K
|
-16,676
|
Closed
|
|
|
20
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
–
|
-$249K
|
-4,170
|
Closed
|
|
