|
1
|
New York Life Investment Management
New York
|
$147M
|
-$3.54M
|
-116,730
|
-2%
|
|
|
2
|
|
$5.44M
|
-$592K
|
-19,500
|
-10%
|
|
|
3
|
Golden State Equity Partners
South Coast Metro,
California
|
$2.97M
|
+$1.5M
|
+49,444
|
+110%
|
|
|
4
|
|
$2.33M
|
+$113K
|
+3,741
|
+5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.7M
|
+$252K
|
+8,291
|
+18%
|
|
|
6
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.49M
|
+$41.6K
|
+1,373
|
+3%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.47M
|
-$26.4K
|
-870
|
-2%
|
|
|
8
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.47M
|
-$26.4K
|
-870
|
-2%
|
|
|
9
|
|
$716K
|
+$401K
|
+13,213
|
+138%
|
|
|
10
|
Boston Financial Management
Boston,
Massachusetts
|
$547K
|
-$75.7K
|
-2,495
|
-13%
|
|
|
11
|
|
$494K
|
-$19.6K
|
-647
|
-4%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$347K
|
+$50.5K
|
+1,665
|
+18%
|
|
|
13
|
KWB Wealth
Redlands,
California
|
$222K
|
-$36.8K
|
-1,214
|
-14%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$80.7K
|
-$3.7K
|
-122
|
-5%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$10.1K
|
+$9.74K
|
+321
|
New
|
|
|
16
|
Flow Traders U.S.
New York
|
–
|
-$218K
|
-7,432
|
Closed
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$88.6K
|
-3,018
|
Closed
|
|
