|
1
|
New York Life Investment Management
New York
|
$42M
|
-$1.57M
|
-49,938
|
-4%
|
|
|
2
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$29.1M
|
-$1.01M
|
-32,358
|
-3%
|
|
|
3
|
|
$24.3M
|
+$20M
|
+636,954
|
+464%
|
|
|
4
|
|
$21.5M
|
-$2.76M
|
-88,102
|
-11%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16M
|
+$353K
|
+11,269
|
+2%
|
|
|
6
|
Osborne Partners Capital Management
San Francisco,
California
|
$14.3M
|
+$463K
|
+14,770
|
+3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$11.7M
|
-$2.41M
|
-76,808
|
-17%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$11.4M
|
-$2.97M
|
-94,537
|
-21%
|
|
|
9
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$10.6M
|
-$72.2M
|
-2,302,348
|
-87%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.3M
|
-$299K
|
-9,539
|
-3%
|
|
|
11
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$8.89M
|
-$6.1M
|
-194,374
|
-41%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.99M
|
+$7M
|
+223,267
|
+718%
|
|
|
13
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$6.43M
|
-$15.5M
|
-495,419
|
-71%
|
|
|
14
|
Aspiriant LLC
Los Angeles,
California
|
$5.12M
|
-$1.04M
|
-33,285
|
-17%
|
|
|
15
|
Oppenheimer Asset Management
New York
|
$4.01M
|
+$94.6K
|
+3,015
|
+2%
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.91M
|
-$703K
|
-22,418
|
-15%
|
|
|
17
|
Personal CFO Solutions
Chester,
New Jersey
|
$3.71M
|
-$38.4K
|
-1,225
|
-1%
|
|
|
18
|
|
$3.7M
|
+$617K
|
+19,674
|
+20%
|
|
|
19
|
Savant Capital
Rockford,
Illinois
|
$3.67M
|
+$121K
|
+3,864
|
+3%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$3.39M
|
-$52.3K
|
-1,668
|
-2%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$3.33M
|
+$452K
|
+14,410
|
+16%
|
|
|
22
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$3.06M
|
-$124K
|
-3,951
|
-4%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.01M
|
+$39.1K
|
+1,248
|
+1%
|
|
|
24
|
Equitable Holdings
New York
|
$2.86M
|
-$31.7K
|
-1,010
|
-1%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$2.37M
|
+$772K
|
+24,607
|
+48%
|
|
