|
1
|
New York Life Investment Management
New York
|
$162M
|
-$22.5M
|
-746,795
|
-12%
|
|
|
2
|
|
$5.22M
|
–
|
–
|
–
|
|
|
3
|
|
$2.2M
|
-$219K
|
-7,281
|
-9%
|
|
|
4
|
Golden State Equity Partners
South Coast Metro,
California
|
$1.56M
|
+$197K
|
+6,549
|
+14%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.52M
|
-$101K
|
-3,352
|
-6%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.5M
|
+$953K
|
+31,674
|
+175%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.32M
|
-$68.5K
|
-2,275
|
-5%
|
|
|
8
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.32M
|
-$68.5K
|
-2,275
|
-5%
|
|
|
9
|
|
$1.09M
|
+$1.09M
|
+36,218
|
New
|
|
|
10
|
Paul R. Ried Financial Group
Bellevue,
Washington
|
$744K
|
+$68.6K
|
+2,280
|
+10%
|
|
|
11
|
Focus Partners Wealth
Boston,
Massachusetts
|
$550K
|
-$822K
|
-27,330
|
-60%
|
|
|
12
|
|
$538K
|
+$72K
|
+2,392
|
+15%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$497K
|
+$58.5K
|
+1,943
|
+13%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$478K
|
+$476K
|
+15,827
|
New
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$176K
|
+$175K
|
+5,829
|
New
|
|
|
16
|
Golden State Wealth Management
Santa Ana,
California
|
$95.9K
|
+$22.3K
|
+740
|
+30%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$6.5K
|
+$6.47K
|
+215
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$905
|
-$84.1K
|
-2,795
|
-99%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$332
|
+$331
|
+11
|
New
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$494K
|
-17,319
|
Closed
|
|
