|
1
|
New York Life Insurance Company
New York
|
$25.1M
|
+$25.1M
|
+1,151,544
|
New
|
|
|
2
|
New York Life Investment Management
New York
|
$10.6M
|
–
|
–
|
–
|
|
|
3
|
Weil Company
San Diego,
California
|
$9.61M
|
+$254K
|
+11,659
|
+3%
|
|
|
4
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$2.71M
|
+$896K
|
+41,078
|
+50%
|
|
|
5
|
Entruity Wealth
Bakersfield,
California
|
$2.52M
|
+$114K
|
+5,205
|
+5%
|
|
|
6
|
FF Advisors
Manhattan Beach,
California
|
$1.07M
|
+$1.07M
|
+48,891
|
New
|
|
|
7
|
Brio Consultants
San Francisco,
California
|
$1.05M
|
+$21.6K
|
+988
|
+2%
|
|
|
8
|
|
$721K
|
+$147K
|
+6,721
|
+26%
|
|
|
9
|
International Assets Investment Management
Orlando,
Florida
|
$533K
|
+$1.68K
|
+77
|
+0.3%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$497K
|
+$497K
|
+22,760
|
New
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$483K
|
+$267K
|
+12,243
|
+124%
|
|
|
12
|
Avantax Planning Partners
Dubuque,
Iowa
|
$328K
|
+$327K
|
+15,006
|
New
|
|
|
13
|
Rockefeller Capital Management
New York
|
$274K
|
+$274K
|
+12,550
|
New
|
|
|
14
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$251K
|
–
|
–
|
–
|
|
|
15
|
Wealth Alliance
Mellville,
New York
|
$232K
|
–
|
–
|
–
|
|
|
16
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$142K
|
–
|
–
|
–
|
|
|
17
|
Physician Wealth Advisors
Midvale,
Utah
|
$57.7K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$30.6K
|
+$30.6K
|
+1,400
|
New
|
|
|
19
|
Sunrise Financial Services
Burien,
Washington
|
$15.3K
|
+$15.3K
|
+700
|
New
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$402K
|
-18,475
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$4.98K
|
-229
|
Closed
|
|
