|
1
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$83.4M
|
+$635K
|
+20,220
|
+0.8%
|
|
|
2
|
New York Life Investment Management
New York
|
$43.8M
|
+$11.2M
|
+355,490
|
+35%
|
|
|
3
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$30.3M
|
-$694K
|
-22,098
|
-2%
|
|
|
4
|
|
$24.4M
|
-$867K
|
-27,617
|
-3%
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$22.1M
|
-$2.59M
|
-82,471
|
-11%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.7M
|
-$2.38M
|
-75,792
|
-13%
|
|
|
7
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$15M
|
+$5.17M
|
+164,689
|
+53%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$14.4M
|
-$280K
|
-8,913
|
-2%
|
|
|
9
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$14.3M
|
-$774K
|
-24,664
|
-5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$14.2M
|
+$278K
|
+8,857
|
+2%
|
|
|
11
|
Osborne Partners Capital Management
San Francisco,
California
|
$13.9M
|
+$122K
|
+3,880
|
+0.9%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.7M
|
-$3.42M
|
-108,941
|
-24%
|
|
|
13
|
Aspiriant LLC
Los Angeles,
California
|
$6.2M
|
+$430K
|
+13,694
|
+8%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.64M
|
+$41.8K
|
+1,332
|
+0.9%
|
|
|
15
|
|
$4.34M
|
+$124K
|
+3,934
|
+3%
|
|
|
16
|
Oppenheimer Asset Management
New York
|
$3.94M
|
+$174K
|
+5,533
|
+5%
|
|
|
17
|
Personal CFO Solutions
Chester,
New Jersey
|
$3.77M
|
+$53.4K
|
+1,702
|
+1%
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.7M
|
-$76.8K
|
-2,446
|
-2%
|
|
|
19
|
Savant Capital
Rockford,
Illinois
|
$3.57M
|
-$344K
|
-10,959
|
-9%
|
|
|
20
|
Cantor Fitzgerald
New York
|
$3.48M
|
-$548K
|
-17,439
|
-14%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$3.46M
|
+$2.36M
|
+75,187
|
+219%
|
|
|
22
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$3.19M
|
+$2.76K
|
+88
|
+0.1%
|
|
|
23
|
|
$3.06M
|
+$3.04M
|
+96,784
|
New
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.99M
|
+$8.42K
|
+268
|
+0.3%
|
|
|
25
|
Equitable Holdings
New York
|
$2.9M
|
-$201K
|
-6,410
|
-7%
|
|
