|
1
|
New York Life Investment Management
New York
|
$165M
|
-$12.2M
|
-385,834
|
-7%
|
|
|
2
|
|
$5.75M
|
–
|
–
|
–
|
|
|
3
|
|
$3.64M
|
+$1.17M
|
+36,725
|
+50%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.96M
|
+$1.25M
|
+39,406
|
+79%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.99M
|
+$1.9M
|
+59,939
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.8M
|
+$120K
|
+3,781
|
+7%
|
|
|
7
|
Golden State Equity Partners
South Coast Metro,
California
|
$1.52M
|
-$188K
|
-5,918
|
-11%
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.27M
|
+$637K
|
+20,068
|
+110%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.23M
|
-$207K
|
-6,529
|
-15%
|
|
|
10
|
Paul R. Ried Financial Group
Bellevue,
Washington
|
$813K
|
-$4.76K
|
-150
|
-0.6%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$602K
|
+$52.2K
|
+1,643
|
+10%
|
|
|
12
|
|
$575K
|
-$15.7K
|
-496
|
-3%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$532K
|
+$6.35K
|
+200
|
+1%
|
|
|
14
|
KWB Wealth
Redlands,
California
|
$292K
|
+$307K
|
+9,677
|
New
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$244K
|
+$233K
|
+7,340
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$219K
|
+$209K
|
+6,590
|
+59,909%
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$194K
|
–
|
–
|
–
|
|
|
18
|
Golden State Wealth Management
Santa Ana,
California
|
$177K
|
+$68.5K
|
+2,159
|
+68%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$105K
|
+$99.2K
|
+3,126
|
+10,420%
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$3.95K
|
-$3.05K
|
-96
|
-45%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$1.79K
|
+$1.71K
|
+54
|
New
|
|
|
22
|
|
–
|
-$1.09M
|
-36,218
|
Closed
|
|
