|
1
|
New York Life Investment Management
New York
|
$27.7M
|
+$539K
|
+15,165
|
+2%
|
|
|
2
|
|
$25M
|
-$1.03M
|
-28,927
|
-4%
|
|
|
3
|
Osborne Partners Capital Management
San Francisco,
California
|
$19.6M
|
+$846K
|
+23,783
|
+5%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.1M
|
+$3.52M
|
+98,891
|
+54%
|
|
|
5
|
Oppenheimer Asset Management
New York
|
$9.61M
|
-$37.6K
|
-1,058
|
-0.4%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$6.81M
|
+$637K
|
+17,920
|
+10%
|
|
|
7
|
Equitable Holdings
New York
|
$5.09M
|
+$313K
|
+8,790
|
+7%
|
|
|
8
|
Aspiriant LLC
Los Angeles,
California
|
$5.09M
|
+$355K
|
+9,979
|
+8%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$3.91M
|
+$729K
|
+20,508
|
+23%
|
|
|
10
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$3.91M
|
-$1.87M
|
-52,721
|
-33%
|
|
|
11
|
Kingswood Wealth Advisors
San Diego,
California
|
$3.9M
|
+$1.63M
|
+45,792
|
+73%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.25M
|
+$471K
|
+13,241
|
+17%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.01M
|
-$322K
|
-9,056
|
-10%
|
|
|
14
|
Savant Capital
Rockford,
Illinois
|
$2.69M
|
-$1.81K
|
-51
|
-0.1%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$2.54M
|
+$1.01M
|
+28,281
|
+67%
|
|
|
16
|
Cantor Fitzgerald Investment Advisors
New York
|
$2.21M
|
-$2.56K
|
-72
|
-0.1%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.99M
|
-$588K
|
-16,548
|
-23%
|
|
|
18
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$1.87M
|
-$784K
|
-22,044
|
-30%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.86M
|
+$1.6M
|
+45,124
|
+671%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$1.53M
|
-$354K
|
-9,960
|
-19%
|
|
|
21
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.36M
|
-$497K
|
-13,976
|
-27%
|
|
|
22
|
|
$1.25M
|
+$1.24M
|
+34,935
|
New
|
|
|
23
|
GTS Securities
Miami,
Florida
|
$1.07M
|
+$1.06M
|
+29,783
|
New
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$810K
|
-$368K
|
-10,356
|
-31%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$801K
|
+$30.6K
|
+860
|
+4%
|
|
