|
1
|
New York Life Investment Management
New York
|
$8.38M
|
+$96.1K
|
+6,406
|
+1%
|
|
|
2
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$6.04M
|
+$70.5K
|
+4,701
|
+1%
|
|
|
3
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$4.63M
|
+$1.42M
|
+94,682
|
+35%
|
|
|
4
|
BBJS Financial Advisors
Seattle,
Washington
|
$4.12M
|
-$172K
|
-11,500
|
-4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.59M
|
+$951K
|
+63,391
|
+163%
|
|
|
6
|
Sonoma Private Wealth
Sonoma,
California
|
$1.36M
|
+$253K
|
+16,894
|
+24%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.33M
|
+$1.28M
|
+85,335
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$940K
|
+$370K
|
+24,680
|
+69%
|
|
|
9
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$832K
|
+$404K
|
+26,928
|
+101%
|
|
|
10
|
L.J. Altfest & Co
New York
|
$778K
|
-$31.7K
|
-2,113
|
-4%
|
|
|
11
|
Cetera Advisor Networks
El Segundo,
California
|
$680K
|
+$656K
|
+43,747
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$675K
|
+$98K
|
+6,536
|
+18%
|
|
|
13
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$629K
|
+$607K
|
+40,452
|
New
|
|
|
14
|
IHT Wealth Management
Chicago,
Illinois
|
$552K
|
-$34.6K
|
-2,309
|
-6%
|
|
|
15
|
Capasso Planning Partners
Charleston,
South Carolina
|
$410K
|
+$396K
|
+26,395
|
New
|
|
|
16
|
Lido Advisors
Los Angeles,
California
|
$391K
|
+$377K
|
+25,126
|
New
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$386K
|
–
|
–
|
–
|
|
|
18
|
Fort Point Capital Partners
San Francisco,
California
|
$243K
|
+$234K
|
+15,625
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$169K
|
-$75.8K
|
-5,056
|
-32%
|
|
|
20
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$158K
|
+$720
|
+48
|
+0.5%
|
|
|
21
|
GeoWealth Management
Chicago,
Illinois
|
$67.3K
|
+$64.9K
|
+4,327
|
New
|
|
|
22
|
Lazard Asset Management
New York
|
$62K
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$42.4K
|
+$9.36K
|
+624
|
+30%
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$16.4K
|
–
|
–
|
–
|
|
|
25
|
Richard W. Paul & Associates
Novi,
Michigan
|
$13.4K
|
-$8.02K
|
-535
|
-38%
|
|
