|
1
|
New York Life Investment Management
New York
|
$181M
|
+$10.3M
|
+281,245
|
+6%
|
|
|
2
|
|
$6.1M
|
–
|
–
|
–
|
|
|
3
|
Golden State Equity Partners
South Coast Metro,
California
|
$1.86M
|
+$1.94M
|
+52,852
|
New
|
|
|
4
|
Flow Traders U.S.
New York
|
$1.68M
|
-$341K
|
-9,297
|
-16%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.3M
|
+$330
|
+9
|
+0%
|
|
|
6
|
|
$1.26M
|
-$2.24M
|
-61,154
|
-65%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.11M
|
-$125K
|
-3,413
|
-10%
|
|
|
8
|
Paul R. Ried Financial Group
Bellevue,
Washington
|
$938K
|
+$5.05K
|
+138
|
+0.5%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$757K
|
+$37.3K
|
+1,018
|
+5%
|
|
|
10
|
|
$747K
|
+$329K
|
+8,976
|
+73%
|
|
|
11
|
|
$594K
|
+$100K
|
+2,737
|
+19%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$572K
|
+$11.6K
|
+317
|
+2%
|
|
|
13
|
Golden State Wealth Management
Santa Ana,
California
|
$393K
|
+$183
|
+5
|
+0%
|
|
|
14
|
Rossby Financial
Melbourne,
Florida
|
$375K
|
+$74.3K
|
+2,028
|
+24%
|
|
|
15
|
KWB Wealth
Redlands,
California
|
$372K
|
-$31.2K
|
-853
|
-7%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$233K
|
-$84K
|
-2,293
|
-26%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$127K
|
+$13.9K
|
+379
|
+12%
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$121K
|
-$28.6K
|
-780
|
-19%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$90.6K
|
–
|
–
|
–
|
|
|
20
|
J. R. Prunier Capital Management LLC
Holden,
Massachusetts
|
–
|
-$364K
|
-10,352
|
Closed
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$126K
|
-3,570
|
Closed
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$5.59K
|
-159
|
Closed
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$4.18K
|
-119
|
Closed
|
|
