|
1
|
New York Life Investment Management
New York
|
$172M
|
+$2.38M
|
+71,242
|
+1%
|
|
|
2
|
|
$5.89M
|
–
|
–
|
–
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.02M
|
+$1.95M
|
+58,277
|
+65%
|
|
|
4
|
|
$4.66M
|
+$909K
|
+27,192
|
+25%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.3M
|
+$1.24M
|
+37,085
|
+62%
|
|
|
6
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2M
|
+$670K
|
+20,024
|
+52%
|
|
|
7
|
Golden State Equity Partners
South Coast Metro,
California
|
$1.65M
|
+$90.6K
|
+2,708
|
+6%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.25M
|
-$8.36K
|
-250
|
-0.7%
|
|
|
9
|
Paul R. Ried Financial Group
Bellevue,
Washington
|
$834K
|
–
|
–
|
–
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$700K
|
+$81.8K
|
+2,446
|
+13%
|
|
|
11
|
|
$597K
|
+$7.39K
|
+221
|
+1%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$545K
|
-$836
|
-25
|
-0.2%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$422K
|
+$220K
|
+6,574
|
+113%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$311K
|
-$1.51M
|
-45,093
|
-83%
|
|
|
15
|
KWB Wealth
Redlands,
California
|
$307K
|
-$14.5K
|
-434
|
-4%
|
|
|
16
|
Rossby Financial
Melbourne,
Florida
|
$307K
|
+$298K
|
+8,917
|
New
|
|
|
17
|
Flow Traders U.S.
New York
|
$306K
|
+$301K
|
+8,999
|
New
|
|
|
18
|
Golden State Wealth Management
Santa Ana,
California
|
$181K
|
-$234
|
-7
|
-0.1%
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$171K
|
+$168K
|
+5,017
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$114K
|
+$6.49K
|
+194
|
+6%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$15K
|
-$206K
|
-6,161
|
-93%
|
|
|
22
|
Wealthspire Advisors (New York)
New York
|
$7.73K
|
+$7.59K
|
+227
|
New
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$4.05K
|
–
|
–
|
–
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
–
|
-$244K
|
-7,340
|
Closed
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
–
|
-$1.79K
|
-54
|
Closed
|
|
