|
1
|
New York Life Investment Management
New York
|
$35.7M
|
-$2.16M
|
-65,886
|
-6%
|
|
|
2
|
|
$20.5M
|
-$256K
|
-7,784
|
-1%
|
|
|
3
|
Osborne Partners Capital Management
San Francisco,
California
|
$15.5M
|
+$179K
|
+5,444
|
+1%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.52M
|
-$92.9K
|
-2,827
|
-1%
|
|
|
5
|
Oppenheimer Asset Management
New York
|
$8.31M
|
+$380K
|
+11,568
|
+5%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.73M
|
-$743K
|
-22,617
|
-14%
|
|
|
7
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.74M
|
-$5.45K
|
-166
|
-0.1%
|
|
|
8
|
Equitable Holdings
New York
|
$3.57M
|
+$267K
|
+8,140
|
+8%
|
|
|
9
|
Aspiriant LLC
Los Angeles,
California
|
$3.51M
|
-$369K
|
-11,222
|
-10%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$3.51M
|
-$1.54M
|
-46,855
|
-31%
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.33M
|
-$673K
|
-20,475
|
-17%
|
|
|
12
|
Savant Capital
Rockford,
Illinois
|
$3.01M
|
-$33.5K
|
-1,020
|
-1%
|
|
|
13
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$2.97M
|
+$2.91M
|
+88,697
|
New
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$2.76M
|
-$948K
|
-28,854
|
-26%
|
|
|
15
|
Cantor Fitzgerald Investment Advisors
New York
|
$2.13M
|
-$87.7K
|
-2,669
|
-4%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.87M
|
+$86.1K
|
+2,622
|
+5%
|
|
|
17
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.74M
|
-$607K
|
-18,483
|
-26%
|
|
|
18
|
MAI Capital Management
Independence,
Ohio
|
$1.62M
|
+$1.62M
|
+49,236
|
New
|
|
|
19
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.59M
|
-$493K
|
-15,002
|
-24%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$1.56M
|
-$1.68M
|
-51,132
|
-52%
|
|
|
21
|
ACAS LLC
Rancho Santa Fe,
California
|
$1.51M
|
-$12.1K
|
-368
|
-0.8%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$1.23M
|
+$1.23M
|
+37,423
|
New
|
|
|
23
|
Farther Finance Advisors
San Francisco,
California
|
$1.02M
|
-$260K
|
-7,923
|
-20%
|
|
|
24
|
Retireful LLC
Haslett,
Michigan
|
$811K
|
+$808K
|
+24,607
|
New
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$694K
|
+$103K
|
+3,150
|
+18%
|
|
