|
1
|
New York Life Insurance Company
New York
|
$24.8M
|
–
|
–
|
–
|
|
|
2
|
New York Life Investment Management
New York
|
$10.5M
|
–
|
–
|
–
|
|
|
3
|
Weil Company
San Diego,
California
|
$9.29M
|
-$204K
|
-9,282
|
-2%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.64M
|
+$3.69M
|
+167,926
|
New
|
|
|
5
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$2.8M
|
+$124K
|
+5,645
|
+5%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.71M
|
+$2.26M
|
+103,118
|
+453%
|
|
|
7
|
Entruity Wealth
Bakersfield,
California
|
$2.45M
|
-$33.9K
|
-1,543
|
-1%
|
|
|
8
|
Brio Consultants
San Francisco,
California
|
$1.35M
|
+$312K
|
+14,216
|
+30%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.26M
|
+$1.29M
|
+58,624
|
New
|
|
|
10
|
Flow Traders U.S.
New York
|
$1.06M
|
+$1.08M
|
+48,960
|
New
|
|
|
11
|
|
$975K
|
+$267K
|
+12,173
|
+37%
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$670K
|
+$197K
|
+8,972
|
+41%
|
|
|
13
|
Avantax Planning Partners
Dubuque,
Iowa
|
$590K
|
+$271K
|
+12,339
|
+82%
|
|
|
14
|
International Assets Investment Management
Orlando,
Florida
|
$529K
|
+$790
|
+36
|
+0.1%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$378K
|
+$354K
|
+16,144
|
+1,153%
|
|
|
16
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$249K
|
–
|
–
|
–
|
|
|
17
|
Wealth Alliance
Mellville,
New York
|
$230K
|
–
|
–
|
–
|
|
|
18
|
SeaCrest Wealth Management
Purchase,
New York
|
$222K
|
+$226K
|
+10,310
|
New
|
|
|
19
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$163K
|
+$23.1K
|
+1,050
|
+16%
|
|
|
20
|
Physician Wealth Advisors
Midvale,
Utah
|
$54.8K
|
-$2.2K
|
-100
|
-4%
|
|
|
21
|
Sunrise Financial Services
Burien,
Washington
|
$31.3K
|
+$16.5K
|
+750
|
+107%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$17.4K
|
-$258K
|
-11,742
|
-94%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$14.2K
|
+$14.5K
|
+659
|
New
|
|
|
24
|
|
$33
|
+$22
|
+1
|
New
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$3
|
–
|
–
|
–
|
|
