|
1
|
New York Life Investment Management
New York
|
$174M
|
+$42.6M
|
+1,433,036
|
+31%
|
|
|
2
|
|
$4.94M
|
–
|
–
|
–
|
|
|
3
|
|
$2.29M
|
+$180K
|
+6,054
|
+8%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.53M
|
-$11.8K
|
-398
|
-0.7%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.31M
|
-$28K
|
-944
|
-2%
|
|
|
6
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.31M
|
-$28K
|
-944
|
-2%
|
|
|
7
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.3M
|
-$60.2K
|
-2,027
|
-4%
|
|
|
8
|
Golden State Equity Partners
South Coast Metro,
California
|
$1.29M
|
-$1.46M
|
-49,270
|
-52%
|
|
|
9
|
Paul R. Ried Financial Group
Bellevue,
Washington
|
$638K
|
+$664K
|
+22,365
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$516K
|
+$537K
|
+18,090
|
New
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$494K
|
+$514K
|
+17,319
|
New
|
|
|
12
|
Boston Financial Management
Boston,
Massachusetts
|
$477K
|
-$20.8K
|
-700
|
-4%
|
|
|
13
|
|
$440K
|
-$9K
|
-303
|
-2%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$415K
|
+$432K
|
+14,538
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$80.6K
|
+$7.63K
|
+257
|
+10%
|
|
|
16
|
Golden State Wealth Management
Santa Ana,
California
|
$69.5K
|
+$72.3K
|
+2,436
|
New
|
|
|
17
|
|
–
|
-$716K
|
-22,793
|
Closed
|
|
|
18
|
KWB Wealth
Redlands,
California
|
–
|
-$222K
|
-7,569
|
Closed
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-$10.1K
|
-321
|
Closed
|
|
