|
1
|
New York Life Investment Management
New York
|
$9.98M
|
-$298K
|
-18,699
|
-3%
|
|
|
2
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$8.15M
|
+$357K
|
+22,399
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$7.58M
|
+$2.42M
|
+151,737
|
+54%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$5.68M
|
+$2.72M
|
+170,443
|
+112%
|
|
|
5
|
Avalon Capital Management
Port Of Redwood City,
California
|
$5.53M
|
+$5M
|
+313,590
|
New
|
|
|
6
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$4.69M
|
+$4.24M
|
+265,998
|
New
|
|
|
7
|
BBJS Financial Advisors
Seattle,
Washington
|
$4.11M
|
+$38.3K
|
+2,399
|
+1%
|
|
|
8
|
Centurion Wealth Management
Mclean,
Virginia
|
$3.61M
|
+$3.27M
|
+204,888
|
New
|
|
|
9
|
|
$2.91M
|
+$2.19M
|
+137,173
|
+486%
|
|
|
10
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$2.35M
|
+$1.98M
|
+124,100
|
+1,364%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.25M
|
+$644K
|
+40,391
|
+46%
|
|
|
12
|
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
|
$1.91M
|
-$691K
|
-43,322
|
-29%
|
|
|
13
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.58M
|
+$1.43M
|
+89,904
|
New
|
|
|
14
|
Sonoma Private Wealth
Sonoma,
California
|
$1.53M
|
-$925
|
-58
|
-0.1%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.31M
|
+$835K
|
+52,359
|
+240%
|
|
|
16
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$938K
|
+$4.46K
|
+280
|
+0.5%
|
|
|
17
|
L.J. Altfest & Co
New York
|
$675K
|
-$168K
|
-10,549
|
-22%
|
|
|
18
|
Capasso Planning Partners
Charleston,
South Carolina
|
$624K
|
+$21K
|
+1,317
|
+4%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$437K
|
-$15.9K
|
-1,000
|
-4%
|
|
|
20
|
Lido Advisors
Los Angeles,
California
|
$401K
|
+$4.75K
|
+298
|
+1%
|
|
|
21
|
Fort Point Capital Partners
San Francisco,
California
|
$311K
|
–
|
–
|
–
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$297K
|
+$23.1K
|
+1,448
|
+9%
|
|
|
23
|
Klingman & Associates
New York
|
$289K
|
–
|
–
|
–
|
|
|
24
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$239K
|
+$220K
|
+13,787
|
New
|
|
|
25
|
GeoWealth Management
Chicago,
Illinois
|
$236K
|
+$151K
|
+9,490
|
+242%
|
|
