|
1
|
New York Life Investment Management
New York
|
$172M
|
-$5.31M
|
-201,413
|
-3%
|
|
|
2
|
|
$4.01M
|
+$3.78M
|
+143,578
|
New
|
|
|
3
|
|
$3.61M
|
+$1.18M
|
+44,870
|
+53%
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.89M
|
+$127K
|
+4,823
|
+8%
|
|
|
5
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.89M
|
+$127K
|
+4,823
|
+8%
|
|
|
6
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.54M
|
+$1.45M
|
+55,105
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.39M
|
-$14.4K
|
-547
|
-1%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$1.28M
|
-$64.7K
|
-2,456
|
-5%
|
|
|
9
|
Golden State Equity Partners
South Coast Metro,
California
|
$1.26M
|
+$56.1K
|
+2,129
|
+5%
|
|
|
10
|
|
$958K
|
+$903K
|
+34,271
|
New
|
|
|
11
|
Flow Traders U.S.
New York
|
$886K
|
+$24.2K
|
+919
|
+3%
|
|
|
12
|
Boston Financial Management
Boston,
Massachusetts
|
$587K
|
-$37.1K
|
-1,409
|
-6%
|
|
|
13
|
|
$431K
|
-$76.7K
|
-2,910
|
-16%
|
|
|
14
|
United Advisor Group
Cincinnati,
Ohio
|
$405K
|
+$382K
|
+14,492
|
New
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$383K
|
+$248K
|
+9,392
|
+225%
|
|
|
16
|
KWB Wealth
Redlands,
California
|
$233K
|
-$35.4K
|
-1,342
|
-14%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$84.4K
|
-$15K
|
-570
|
-16%
|
|
|
18
|
Blue Trust Inc
Alpharetta,
Georgia
|
$18K
|
+$18.4K
|
+700
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$3.58K
|
+$3.37K
|
+128
|
New
|
|
|
20
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$1.05M
|
-40,796
|
Closed
|
|
