|
1
|
New York Life Investment Management
New York
|
$37.8M
|
+$2.41M
|
+74,317
|
+7%
|
|
|
2
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$31.1M
|
-$1.68M
|
-51,820
|
-5%
|
|
|
3
|
|
$20.7M
|
-$965K
|
-29,795
|
-5%
|
|
|
4
|
Osborne Partners Capital Management
San Francisco,
California
|
$15.3M
|
+$232K
|
+7,157
|
+2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.6M
|
-$1.53M
|
-47,244
|
-15%
|
|
|
6
|
Oppenheimer Asset Management
New York
|
$7.91M
|
+$125K
|
+3,848
|
+2%
|
|
|
7
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$6.44M
|
-$833K
|
-25,696
|
-12%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.46M
|
-$491K
|
-15,158
|
-8%
|
|
|
9
|
Q3 Asset Management
Birmingham,
Michigan
|
$5.14M
|
+$5.07M
|
+156,382
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$5.04M
|
-$85.2K
|
-2,631
|
-2%
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.99M
|
-$1.05M
|
-32,262
|
-21%
|
|
|
12
|
Aspiriant LLC
Los Angeles,
California
|
$3.87M
|
+$61.7K
|
+1,903
|
+2%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.73M
|
-$145K
|
-4,471
|
-4%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$3.7M
|
-$34.6K
|
-1,067
|
-0.9%
|
|
|
15
|
Equitable Holdings
New York
|
$3.29M
|
+$429K
|
+13,227
|
+15%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$3.24M
|
-$3.44M
|
-106,135
|
-52%
|
|
|
17
|
Savant Capital
Rockford,
Illinois
|
$3.04M
|
-$112K
|
-3,469
|
-4%
|
|
|
18
|
Kingswood Wealth Advisors
San Diego,
California
|
$2.35M
|
+$2.31M
|
+71,406
|
New
|
|
|
19
|
Cantor Fitzgerald Investment Advisors
New York
|
$2.22M
|
+$61.6K
|
+1,900
|
+3%
|
|
|
20
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$2.08M
|
-$123K
|
-3,806
|
-6%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.78M
|
+$669K
|
+20,632
|
+61%
|
|
|
22
|
ACAS LLC
Rancho Santa Fe,
California
|
$1.49M
|
+$3.37K
|
+104
|
+0.2%
|
|
|
23
|
Farther Finance Advisors
San Francisco,
California
|
$1.28M
|
-$297K
|
-9,169
|
-19%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$981K
|
-$338K
|
-10,423
|
-26%
|
|
|
25
|
Napa Wealth Management
Napa,
California
|
$951K
|
+$937K
|
+28,922
|
New
|
|
