|
1
|
New York Life Investment Management
New York
|
$57.1M
|
+$884K
|
+35,110
|
+2%
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$6.55M
|
-$408K
|
-16,205
|
-6%
|
|
|
3
|
|
$4.36M
|
-$196K
|
-7,796
|
-4%
|
|
|
4
|
GeoWealth Management
Chicago,
Illinois
|
$2.42M
|
+$60.4K
|
+2,401
|
+3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.37M
|
+$409K
|
+16,234
|
+21%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.93M
|
-$2.54M
|
-101,071
|
-57%
|
|
|
7
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$1.81M
|
+$1.79M
|
+71,308
|
New
|
|
|
8
|
Centric Wealth Management
Chicago,
Illinois
|
$1.39M
|
+$1.38M
|
+54,658
|
New
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$1.29M
|
-$501K
|
-19,922
|
-28%
|
|
|
10
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$1.26M
|
+$1.25M
|
+49,592
|
New
|
|
|
11
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.25M
|
+$16.2K
|
+643
|
+1%
|
|
|
12
|
TAP Consulting
Kirkwood,
Missouri
|
$1.22M
|
+$442K
|
+17,541
|
+58%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.12M
|
+$16.8K
|
+669
|
+2%
|
|
|
14
|
|
$1.04M
|
-$3.49M
|
-138,520
|
-77%
|
|
|
15
|
Elevated Capital Advisors
Sandy,
Utah
|
$1M
|
+$60.2K
|
+2,393
|
+6%
|
|
|
16
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$866K
|
-$616K
|
-24,475
|
-42%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$546K
|
-$23.8K
|
-946
|
-4%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$526K
|
+$146K
|
+5,815
|
+39%
|
|
|
19
|
Flow Traders U.S.
New York
|
$345K
|
+$341K
|
+13,550
|
New
|
|
|
20
|
RBA Wealth Management
Newport Beach,
California
|
$303K
|
+$7.9K
|
+314
|
+3%
|
|
|
21
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$257K
|
+$254K
|
+10,089
|
New
|
|
|
22
|
Geneos Wealth Management
Englewood,
Colorado
|
$159K
|
+$29.7K
|
+1,181
|
+23%
|
|
|
23
|
|
$134K
|
+$88.1K
|
+3,500
|
+199%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$117K
|
–
|
–
|
–
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$29K
|
-$20.8K
|
-825
|
-42%
|
|
