|
1
|
New York Life Investment Management
New York
|
$7.81M
|
+$7.16M
|
+532,710
|
New
|
|
|
2
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$5.62M
|
+$5.16M
|
+383,491
|
New
|
|
|
3
|
BBJS Financial Advisors
Seattle,
Washington
|
$4.05M
|
+$299K
|
+22,200
|
+9%
|
|
|
4
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$3.98M
|
-$571K
|
-42,483
|
-14%
|
|
|
5
|
Sonoma Private Wealth
Sonoma,
California
|
$1.03M
|
+$749K
|
+55,693
|
+379%
|
|
|
6
|
L.J. Altfest & Co
New York
|
$764K
|
-$48.3K
|
-3,594
|
-6%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$570K
|
+$504K
|
+37,472
|
+2,704%
|
|
|
8
|
IHT Wealth Management
Chicago,
Illinois
|
$554K
|
-$67.7K
|
-5,031
|
-12%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$541K
|
+$79.8K
|
+5,933
|
+19%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$525K
|
-$4.4K
|
-327
|
-0.9%
|
|
|
11
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$387K
|
+$357K
|
+26,568
|
New
|
|
|
12
|
Condor Capital Management
Martinsville,
New Jersey
|
$374K
|
+$343K
|
+25,522
|
New
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$363K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$234K
|
+$68K
|
+5,056
|
+46%
|
|
|
15
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$148K
|
-$6.76K
|
-503
|
-5%
|
|
|
16
|
Lazard Asset Management
New York
|
$58K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$30.9K
|
+$7.41K
|
+551
|
+35%
|
|
|
18
|
Richard W. Paul & Associates
Novi,
Michigan
|
$20.5K
|
-$5.54K
|
-412
|
-23%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15.2K
|
–
|
–
|
–
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
$11.5K
|
+$10.6K
|
+787
|
New
|
|
|
21
|
Aspire Private Capital
Cornelius,
North Carolina
|
$4.47K
|
+$4.1K
|
+305
|
New
|
|
|
22
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$3.73K
|
–
|
–
|
–
|
|
|
23
|
Covestor
London,
United Kingdom
|
$2K
|
+$2.13K
|
+158
|
New
|
|
|
24
|
Van Den Berg Management I
Austin,
Texas
|
$1.47K
|
–
|
–
|
–
|
|
|
25
|
|
$762
|
-$1.34K
|
-100
|
-66%
|
|
