|
1
|
New York Life Investment Management
New York
|
$163M
|
+$2.8M
|
+104,110
|
+2%
|
|
|
2
|
|
$2.16M
|
+$2.26M
|
+84,126
|
New
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.61M
|
-$747K
|
-27,812
|
-31%
|
|
|
4
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.61M
|
-$747K
|
-27,812
|
-31%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.29M
|
-$52.9K
|
-1,970
|
-4%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1.24M
|
+$1.29M
|
+48,106
|
New
|
|
|
7
|
Golden State Equity Partners
South Coast Metro,
California
|
$1.1M
|
+$371K
|
+13,831
|
+48%
|
|
|
8
|
Atria Investments
Charlotte,
North Carolina
|
$1.05M
|
+$1.1M
|
+40,796
|
New
|
|
|
9
|
Flow Traders U.S.
New York
|
$792K
|
+$827K
|
+30,781
|
New
|
|
|
10
|
Colony Group
Boston,
Massachusetts
|
$698K
|
+$86.1K
|
+3,208
|
+13%
|
|
|
11
|
Boston Financial Management
Boston,
Massachusetts
|
$577K
|
+$28.8K
|
+1,073
|
+5%
|
|
|
12
|
|
$472K
|
+$35K
|
+1,304
|
+8%
|
|
|
13
|
KWB Wealth
Redlands,
California
|
$263K
|
–
|
–
|
–
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$114K
|
+$112K
|
+4,180
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$92.3K
|
+$2.5K
|
+93
|
+3%
|
|
