|
1
|
Bank of America
Charlotte,
North Carolina
|
$40.9M
|
-$628K
|
-12,412
|
-1%
|
|
|
2
|
IndexIQ Advisors
New York
|
$21.2M
|
-$5.64M
|
-111,385
|
-20%
|
|
|
3
|
|
$18.2M
|
+$974K
|
+19,227
|
+5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$15.2M
|
+$222K
|
+4,377
|
+1%
|
|
|
5
|
New York Life Investment Management
New York
|
$11.5M
|
+$262K
|
+5,183
|
+2%
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$9.7M
|
+$1.29M
|
+25,505
|
+14%
|
|
|
7
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$8.57M
|
+$1.72M
|
+33,896
|
+23%
|
|
|
8
|
United Services Automobile Association
San Antonio,
Texas
|
$8.21M
|
–
|
–
|
–
|
|
|
9
|
Aviva
London,
United Kingdom
|
$6.47M
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$4.8M
|
+$428K
|
+8,444
|
+9%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$4.79M
|
–
|
–
|
–
|
|
|
12
|
Global Financial Private Capital
Sarasota,
Florida
|
$4.78M
|
+$374K
|
+7,391
|
+8%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.29M
|
-$147K
|
-2,906
|
-3%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$4.19M
|
+$231K
|
+4,561
|
+5%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$3.58M
|
+$103K
|
+2,028
|
+3%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.55M
|
-$491K
|
-9,705
|
-11%
|
|
|
17
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$3.21M
|
-$36.4K
|
-719
|
-1%
|
|
|
18
|
Alesco Advisors
Pittsford,
New York
|
$3.02M
|
+$93.8K
|
+1,853
|
+3%
|
|
|
19
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$2.83M
|
+$250K
|
+4,934
|
+9%
|
|
|
20
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2.8M
|
+$8.46K
|
+167
|
+0.3%
|
|
|
21
|
Virtus Alternative Investment Advisers
Hartford,
Connecticut
|
$2.72M
|
–
|
–
|
–
|
|
|
22
|
Ballentine Partners
Waltham,
Massachusetts
|
$2.62M
|
+$47.9K
|
+945
|
+2%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$2.59M
|
+$97.7K
|
+1,929
|
+4%
|
|
|
24
|
Martin & Co
Knoxville,
Tennessee
|
$2.33M
|
-$9.62K
|
-190
|
-0.4%
|
|
|
25
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$2.33M
|
+$3.85K
|
+76
|
+0.2%
|
|
