|
1
|
New York Life Investment Management
New York
|
$105M
|
+$25.2M
|
+983,020
|
+31%
|
|
|
2
|
Vigilant Capital Management
Portland,
Maine
|
$12.6M
|
-$1.66M
|
-64,570
|
-12%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$9.21M
|
+$4.93M
|
+192,068
|
+113%
|
|
|
4
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$3.64M
|
-$44.6K
|
-1,740
|
-1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.6M
|
+$291K
|
+11,340
|
+9%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$3.58M
|
+$67.6K
|
+2,635
|
+2%
|
|
|
7
|
|
$2.46M
|
-$1.46M
|
-56,901
|
-37%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.1M
|
-$62.1K
|
-2,422
|
-5%
|
|
|
9
|
Virtu KCG Holdings
New York
|
$870K
|
+$593K
|
+23,102
|
+209%
|
|
|
10
|
Snowden Capital Advisors
New York
|
$680K
|
+$39.2K
|
+1,528
|
+6%
|
|
|
11
|
|
$558K
|
+$561K
|
+21,883
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$554K
|
-$206K
|
-8,017
|
-27%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$513K
|
+$34.9K
|
+1,359
|
+7%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$346K
|
+$39.7K
|
+1,549
|
+13%
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$327K
|
-$886K
|
-34,548
|
-73%
|
|
|
16
|
IMA Advisory Services
Denver,
Colorado
|
$277K
|
-$23.4K
|
-911
|
-8%
|
|
|
17
|
SG Americas Securities
New York
|
$179K
|
–
|
–
|
–
|
|
|
18
|
|
$135K
|
+$39.8K
|
+1,550
|
+41%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$128K
|
-$20K
|
-779
|
-13%
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$32K
|
+$32.1K
|
+1,250
|
New
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$5K
|
+$4.82K
|
+188
|
New
|
|
|
22
|
LGT Capital Partners
Pfaeffikon,
Switzerland
|
–
|
-$20.6M
|
-800,000
|
Closed
|
|
|
23
|
Cypress Wealth Advisors
San Francisco,
California
|
–
|
-$450K
|
-17,446
|
Closed
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
–
|
-$129K
|
-5,000
|
Closed
|
|
