|
1
|
New York Life Investment Management
New York
|
$257M
|
-$54.5M
|
-1,402,940
|
-17%
|
|
|
2
|
Bank of Italy
Rome,
Italy
|
$41M
|
–
|
–
|
–
|
|
|
3
|
KWB Wealth
Redlands,
California
|
$3.82M
|
-$134K
|
-3,446
|
-3%
|
|
|
4
|
Boston Financial Management
Boston,
Massachusetts
|
$2.52M
|
+$192K
|
+4,945
|
+8%
|
|
|
5
|
Cetera Advisors
Denver,
Colorado
|
$1.99M
|
+$2.07M
|
+53,365
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.99M
|
+$107K
|
+2,761
|
+5%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.46M
|
-$1.05K
|
-27
|
-0.1%
|
|
|
8
|
MGO One Seven
Beachwood,
Ohio
|
$1.42M
|
+$142K
|
+3,652
|
+11%
|
|
|
9
|
IFP Advisors
Tampa,
Florida
|
$1.19M
|
+$125K
|
+3,223
|
+11%
|
|
|
10
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$486K
|
+$505K
|
+13,003
|
New
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$414K
|
+$86.3K
|
+2,220
|
+25%
|
|
|
12
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$351K
|
-$233
|
-6
|
-0.1%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$240K
|
–
|
–
|
–
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$228K
|
-$97.2K
|
-2,500
|
-29%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$74.1K
|
+$77.1K
|
+1,983
|
New
|
|
|
16
|
|
$70.2K
|
-$25.5K
|
-656
|
-26%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$64.2K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.1K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$37
|
-$2.49K
|
-64
|
-98%
|
|
|
20
|
|
–
|
-$1.39M
|
-35,791
|
Closed
|
|
|
21
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
–
|
-$279K
|
-7,175
|
Closed
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$239K
|
-6,155
|
Closed
|
|
