|
1
|
New York Life Investment Management
New York
|
$151M
|
-$31.1M
|
-1,081,880
|
-18%
|
|
|
2
|
|
$5.75M
|
+$1.41M
|
+49,030
|
+34%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$4.75M
|
+$4.48M
|
+155,849
|
+5,164%
|
|
|
4
|
|
$2.5M
|
-$1.3M
|
-45,322
|
-35%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.91M
|
+$410K
|
+14,243
|
+29%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.59M
|
-$407K
|
-14,157
|
-21%
|
|
|
7
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.59M
|
-$407K
|
-14,157
|
-21%
|
|
|
8
|
|
$1.4M
|
+$363K
|
+12,598
|
+37%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.38M
|
-$258K
|
-8,960
|
-16%
|
|
|
10
|
Flow Traders U.S.
New York
|
$656K
|
-$280K
|
-9,727
|
-31%
|
|
|
11
|
Boston Financial Management
Boston,
Massachusetts
|
$627K
|
-$576
|
-20
|
-0.1%
|
|
|
12
|
|
$495K
|
+$32.7K
|
+1,138
|
+7%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$437K
|
-$892K
|
-31,010
|
-68%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$424K
|
+$18.1K
|
+630
|
+5%
|
|
|
15
|
KWB Wealth
Redlands,
California
|
$262K
|
+$12.9K
|
+450
|
+5%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$243K
|
+$234K
|
+8,128
|
New
|
|
|
17
|
United Advisor Group
Cincinnati,
Ohio
|
$216K
|
-$209K
|
-7,246
|
-50%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$30
|
-$3.65K
|
-127
|
-99%
|
|
|
19
|
Blue Trust Inc
Alpharetta,
Georgia
|
–
|
-$18K
|
-700
|
Closed
|
|
