|
1
|
New York Life Investment Management
New York
|
$26.6M
|
-$1.74M
|
-50,133
|
-6%
|
|
|
2
|
|
$25.5M
|
+$2.9M
|
+83,619
|
+13%
|
|
|
3
|
Osborne Partners Capital Management
San Francisco,
California
|
$18.5M
|
+$82.8K
|
+2,385
|
+0.5%
|
|
|
4
|
Oppenheimer Asset Management
New York
|
$9.48M
|
+$550K
|
+15,852
|
+6%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.45M
|
-$2.16M
|
-62,280
|
-25%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$6.06M
|
+$2.47M
|
+71,109
|
+71%
|
|
|
7
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$5.7M
|
-$2.41M
|
-69,578
|
-30%
|
|
|
8
|
Equitable Holdings
New York
|
$4.69M
|
+$613K
|
+17,680
|
+15%
|
|
|
9
|
Aspiriant LLC
Los Angeles,
California
|
$4.64M
|
+$209K
|
+6,032
|
+5%
|
|
|
10
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.27M
|
-$381K
|
-10,977
|
-11%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$3.12M
|
-$320K
|
-9,214
|
-9%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.72M
|
+$37.4K
|
+1,077
|
+1%
|
|
|
13
|
Savant Capital
Rockford,
Illinois
|
$2.65M
|
-$50.6K
|
-1,458
|
-2%
|
|
|
14
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$2.62M
|
-$409K
|
-11,774
|
-14%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.54M
|
-$2.06M
|
-59,250
|
-45%
|
|
|
16
|
Kingswood Wealth Advisors
San Diego,
California
|
$2.22M
|
+$599K
|
+17,258
|
+38%
|
|
|
17
|
Cantor Fitzgerald Investment Advisors
New York
|
$2.18M
|
-$44.5K
|
-1,282
|
-2%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$1.85M
|
-$282K
|
-8,124
|
-13%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.83M
|
-$1.11M
|
-31,969
|
-38%
|
|
|
20
|
ACAS LLC
Rancho Santa Fe,
California
|
$1.53M
|
-$19.1K
|
-551
|
-1%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$1.5M
|
+$76.1K
|
+2,192
|
+5%
|
|
|
22
|
Retireful LLC
Haslett,
Michigan
|
$1.35M
|
+$1.33M
|
+38,217
|
New
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$1.16M
|
+$1.14M
|
+32,921
|
New
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
$916K
|
-$18K
|
-520
|
-2%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$757K
|
+$64.3K
|
+1,854
|
+9%
|
|
