|
1
|
New York Life Investment Management
New York
|
$202M
|
-$45.6M
|
-844,587
|
-19%
|
|
|
2
|
|
$6.87M
|
+$6.77M
|
+125,402
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.13M
|
+$1.01M
|
+18,761
|
+25%
|
|
|
4
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.76M
|
-$14.2K
|
-262
|
-0.5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.24M
|
+$222K
|
+4,103
|
+11%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1.28M
|
+$1.26M
|
+23,400
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.14M
|
-$242K
|
-4,483
|
-18%
|
|
|
8
|
Waterloo Capital
Austin,
Texas
|
$970K
|
–
|
–
|
–
|
|
|
9
|
Paul R. Ried Financial Group
Bellevue,
Washington
|
$857K
|
+$59.8K
|
+1,107
|
+8%
|
|
|
10
|
IFP Advisors
Tampa,
Florida
|
$779K
|
-$55.2K
|
-1,021
|
-7%
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$682K
|
+$673K
|
+12,465
|
New
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$634K
|
-$155K
|
-2,875
|
-20%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$566K
|
+$1.03K
|
+19
|
+0.2%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$300K
|
–
|
–
|
–
|
|
|
15
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$283K
|
+$864
|
+16
|
+0.3%
|
|
|
16
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$245K
|
-$1.95K
|
-36
|
-0.8%
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$206K
|
+$61.9K
|
+1,145
|
+44%
|
|
|
18
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$110K
|
–
|
–
|
–
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$104K
|
+$15.1K
|
+280
|
+17%
|
|
|
20
|
|
$97.6K
|
-$1.95K
|
-36
|
-2%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$34.7K
|
+$162
|
+3
|
+0.5%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$24.7K
|
+$24.4K
|
+451
|
New
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$5.16K
|
–
|
–
|
–
|
|
|
24
|
MGO One Seven
Beachwood,
Ohio
|
–
|
-$703K
|
-13,224
|
Closed
|
|
|
25
|
Wealthspire Advisors (New York)
New York
|
–
|
-$11.4K
|
-214
|
Closed
|
|
