|
1
|
New York Life Investment Management
New York
|
$10.5M
|
–
|
–
|
–
|
|
|
2
|
Weil Company
San Diego,
California
|
$9.32M
|
+$241K
|
+11,267
|
+3%
|
|
|
3
|
Entruity Wealth
Bakersfield,
California
|
$2.4M
|
+$18.8K
|
+880
|
+0.8%
|
|
|
4
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$1.8M
|
+$1.77M
|
+82,793
|
New
|
|
|
5
|
Brio Consultants
San Francisco,
California
|
$1.02M
|
+$454K
|
+21,215
|
+82%
|
|
|
6
|
|
$572K
|
+$564K
|
+26,320
|
New
|
|
|
7
|
International Assets Investment Management
Orlando,
Florida
|
$517K
|
–
|
–
|
–
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$402K
|
+$396K
|
+18,475
|
New
|
|
|
9
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$249K
|
+$245K
|
+11,448
|
New
|
|
|
10
|
Wealth Alliance
Mellville,
New York
|
$232K
|
+$228K
|
+10,650
|
New
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$215K
|
+$212K
|
+9,883
|
New
|
|
|
12
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$141K
|
+$139K
|
+6,500
|
New
|
|
|
13
|
Physician Wealth Advisors
Midvale,
Utah
|
$57.5K
|
+$9.64K
|
+450
|
+21%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$4.98K
|
-$25.8K
|
-1,206
|
-84%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$204K
|
-9,574
|
Closed
|
|
|
16
|
|
–
|
-$30
|
-1
|
Closed
|
|
