|
1
|
New York Life Investment Management
New York
|
$27.6M
|
-$9.4M
|
-279,118
|
-26%
|
|
|
2
|
|
$22M
|
+$641K
|
+19,043
|
+3%
|
|
|
3
|
Osborne Partners Capital Management
San Francisco,
California
|
$17.9M
|
+$1.67M
|
+49,568
|
+11%
|
|
|
4
|
Oppenheimer Asset Management
New York
|
$8.68M
|
+$28.9K
|
+857
|
+0.3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.41M
|
-$453K
|
-13,446
|
-5%
|
|
|
6
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$7.93M
|
+$7.78M
|
+231,103
|
New
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.5M
|
-$413K
|
-12,269
|
-9%
|
|
|
8
|
Aspiriant LLC
Los Angeles,
California
|
$4.31M
|
+$643K
|
+19,110
|
+18%
|
|
|
9
|
Equitable Holdings
New York
|
$3.95M
|
+$231K
|
+6,875
|
+6%
|
|
|
10
|
Q3 Asset Management
Birmingham,
Michigan
|
$3.8M
|
+$3.73M
|
+110,696
|
New
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.56M
|
-$322K
|
-9,575
|
-8%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$3.45M
|
+$572K
|
+16,994
|
+20%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$3.35M
|
-$295K
|
-8,772
|
-8%
|
|
|
14
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$2.95M
|
-$91.3K
|
-2,713
|
-3%
|
|
|
15
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.87M
|
-$580K
|
-17,224
|
-17%
|
|
|
16
|
Savant Capital
Rockford,
Illinois
|
$2.63M
|
-$497K
|
-14,761
|
-16%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.61M
|
+$649K
|
+19,290
|
+34%
|
|
|
18
|
Cantor Fitzgerald Investment Advisors
New York
|
$2.16M
|
-$58.5K
|
-1,736
|
-3%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$2.08M
|
+$448K
|
+13,300
|
+28%
|
|
|
20
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.56M
|
-$248K
|
-7,358
|
-14%
|
|
|
21
|
ACAS LLC
Rancho Santa Fe,
California
|
$1.49M
|
-$58.5K
|
-1,737
|
-4%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$1.38M
|
+$93.7K
|
+2,782
|
+7%
|
|
|
23
|
Farther Finance Advisors
San Francisco,
California
|
$910K
|
-$148K
|
-4,389
|
-14%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$685K
|
-$36K
|
-1,068
|
-5%
|
|
|
25
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$685K
|
-$36K
|
-1,068
|
-5%
|
|
