|
1
|
IndexIQ Advisors
New York
|
$36.8M
|
+$21.2M
|
+503,104
|
+127%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$33.2M
|
-$4.3M
|
-102,024
|
-11%
|
|
|
3
|
New York Life Investment Management
New York
|
$11.4M
|
+$863K
|
+20,452
|
+8%
|
|
|
4
|
|
$11.2M
|
-$1.26M
|
-29,858
|
-10%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$9.96M
|
-$2.99M
|
-70,799
|
-23%
|
|
|
6
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$8.53M
|
+$734K
|
+17,403
|
+9%
|
|
|
7
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$8.07M
|
+$8.31M
|
+197,054
|
New
|
|
|
8
|
United Services Automobile Association
San Antonio,
Texas
|
$6.75M
|
–
|
–
|
–
|
|
|
9
|
Aviva
London,
United Kingdom
|
$5.82M
|
+$243K
|
+5,770
|
+4%
|
|
|
10
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$5.63M
|
+$549K
|
+13,021
|
+10%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$5.19M
|
+$2.26M
|
+53,538
|
+73%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.05M
|
+$864K
|
+20,487
|
+20%
|
|
|
13
|
Innealta Capital
Austin,
Texas
|
$4.89M
|
+$5.04M
|
+119,473
|
New
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$4.83M
|
+$1.21M
|
+28,642
|
+32%
|
|
|
15
|
Freestone Capital Holdings
Seattle,
Washington
|
$4.8M
|
+$2.34M
|
+55,459
|
+90%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$4.59M
|
+$1.55M
|
+36,772
|
+49%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$3.84M
|
-$253K
|
-5,989
|
-6%
|
|
|
18
|
Cassaday & Co
Mclean,
Virginia
|
$3.51M
|
+$3.61M
|
+85,606
|
New
|
|
|
19
|
John G. Ullman & Associates
Corning,
New York
|
$3.42M
|
+$1.49M
|
+35,400
|
+74%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.19M
|
+$195K
|
+4,633
|
+6%
|
|
|
21
|
Global Financial Private Capital
Sarasota,
Florida
|
$3.02M
|
-$865K
|
-20,500
|
-22%
|
|
|
22
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$2.93M
|
+$3.01M
|
+71,459
|
New
|
|
|
23
|
Alesco Advisors
Pittsford,
New York
|
$2.79M
|
+$337K
|
+7,987
|
+13%
|
|
|
24
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2.77M
|
+$241K
|
+5,709
|
+9%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$2.77M
|
-$363K
|
-8,600
|
-11%
|
|
