|
1
|
New York Life Investment Management
New York
|
$8.81M
|
+$682K
|
+46,170
|
+9%
|
|
|
2
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$6.62M
|
+$764K
|
+51,694
|
+13%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$4.19M
|
+$2.6M
|
+176,234
|
+172%
|
|
|
4
|
BBJS Financial Advisors
Seattle,
Washington
|
$3.47M
|
-$507K
|
-34,317
|
-13%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.29M
|
+$1.35M
|
+91,437
|
+151%
|
|
|
6
|
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
|
$2.28M
|
+$2.24M
|
+151,517
|
New
|
|
|
7
|
IHT Wealth Management
Chicago,
Illinois
|
$1.82M
|
+$1.26M
|
+85,323
|
+240%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.31M
|
+$26.3K
|
+1,781
|
+2%
|
|
|
9
|
Sonoma Private Wealth
Sonoma,
California
|
$1.31M
|
-$5.2K
|
-352
|
-0.4%
|
|
|
10
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$798K
|
-$7.96K
|
-539
|
-1%
|
|
|
11
|
L.J. Altfest & Co
New York
|
$736K
|
-$17.2K
|
-1,162
|
-2%
|
|
|
12
|
Capasso Planning Partners
Charleston,
South Carolina
|
$513K
|
+$114K
|
+7,689
|
+29%
|
|
|
13
|
|
$425K
|
+$417K
|
+28,217
|
New
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$388K
|
+$14.8K
|
+1,000
|
+4%
|
|
|
15
|
Lido Advisors
Los Angeles,
California
|
$341K
|
-$39K
|
-2,641
|
-11%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$328K
|
+$322K
|
+21,794
|
New
|
|
|
17
|
Fort Point Capital Partners
San Francisco,
California
|
$265K
|
+$29.6K
|
+2,000
|
+13%
|
|
|
18
|
Klingman & Associates
New York
|
$247K
|
+$243K
|
+16,414
|
New
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$232K
|
+$227K
|
+15,384
|
New
|
|
|
20
|
CIBC World Market
Toronto,
Ontario, Canada
|
$167K
|
+$164K
|
+11,117
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$164K
|
–
|
–
|
–
|
|
|
22
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$153K
|
–
|
–
|
–
|
|
|
23
|
Perigon Wealth Management
San Francisco,
California
|
$152K
|
+$149K
|
+10,073
|
New
|
|
|
24
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$137K
|
-$5.28M
|
-357,322
|
-98%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$137K
|
-$508K
|
-34,368
|
-79%
|
|
