|
1
|
New York Life Investment Management
New York
|
$34.9M
|
+$6.93M
|
+190,425
|
+25%
|
|
|
2
|
|
$25.2M
|
-$1.32M
|
-36,280
|
-5%
|
|
|
3
|
Osborne Partners Capital Management
San Francisco,
California
|
$20.9M
|
+$631K
|
+17,348
|
+3%
|
|
|
4
|
Oppenheimer Asset Management
New York
|
$11.5M
|
+$1.14M
|
+31,400
|
+11%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.83M
|
-$138K
|
-3,783
|
-2%
|
|
|
6
|
Aspiriant LLC
Los Angeles,
California
|
$6.64M
|
+$425K
|
+11,672
|
+7%
|
|
|
7
|
One Capital Management
Westlake Village,
California
|
$6.57M
|
+$6.58M
|
+180,668
|
New
|
|
|
8
|
Equitable Holdings
New York
|
$5.77M
|
+$442K
|
+12,155
|
+8%
|
|
|
9
|
Savant Capital
Rockford,
Illinois
|
$5.38M
|
+$2.67M
|
+73,254
|
+98%
|
|
|
10
|
IHT Wealth Management
Chicago,
Illinois
|
$5.27M
|
+$113K
|
+3,100
|
+2%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$5.25M
|
-$21.8K
|
-600
|
-0.4%
|
|
|
12
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$4.32M
|
+$23.5K
|
+645
|
+0.5%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.63M
|
-$132K
|
-3,624
|
-4%
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$2.95M
|
+$891K
|
+24,486
|
+43%
|
|
|
15
|
Kingswood Wealth Advisors
San Diego,
California
|
$2.92M
|
+$107K
|
+2,943
|
+4%
|
|
|
16
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.92M
|
+$895K
|
+24,600
|
+44%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$2.83M
|
+$54.4K
|
+1,494
|
+2%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.64M
|
-$132K
|
-3,638
|
-5%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.53M
|
+$619K
|
+17,019
|
+32%
|
|
|
20
|
Cantor Fitzgerald Investment Advisors
New York
|
$2.12M
|
-$70K
|
-1,923
|
-3%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$2.11M
|
+$150K
|
+4,125
|
+8%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.64M
|
-$117K
|
-3,226
|
-7%
|
|
|
23
|
Farther Finance Advisors
San Francisco,
California
|
$1.49M
|
+$28.4K
|
+780
|
+2%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$1.4M
|
-$933K
|
-25,622
|
-40%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$1.38M
|
-$52.1K
|
-1,431
|
-4%
|
|
