|
1
|
New York Life Investment Management
New York
|
$30.7M
|
+$3.11M
|
+86,923
|
+11%
|
|
|
2
|
|
$25.8M
|
+$880K
|
+24,571
|
+4%
|
|
|
3
|
Osborne Partners Capital Management
San Francisco,
California
|
$19.6M
|
+$10K
|
+280
|
+0.1%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$10.2M
|
+$3.4M
|
+94,817
|
+50%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.7M
|
-$380K
|
-10,601
|
-4%
|
|
|
6
|
Oppenheimer Asset Management
New York
|
$9.15M
|
-$432K
|
-12,070
|
-5%
|
|
|
7
|
Aspiriant LLC
Los Angeles,
California
|
$5.43M
|
+$359K
|
+10,009
|
+7%
|
|
|
8
|
IHT Wealth Management
Chicago,
Illinois
|
$5.16M
|
+$5.16M
|
+144,150
|
New
|
|
|
9
|
Equitable Holdings
New York
|
$5.01M
|
-$57.7K
|
-1,610
|
-1%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.14M
|
+$908K
|
+25,340
|
+28%
|
|
|
11
|
Kingswood Wealth Advisors
San Diego,
California
|
$4.01M
|
+$121K
|
+3,378
|
+3%
|
|
|
12
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$3.78M
|
-$111K
|
-3,085
|
-3%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$3.71M
|
+$1.18M
|
+33,043
|
+47%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$3.01M
|
-$890K
|
-24,837
|
-23%
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.8M
|
-$196K
|
-5,458
|
-7%
|
|
|
16
|
|
$2.78M
|
+$1.53M
|
+42,782
|
+122%
|
|
|
17
|
Savant Capital
Rockford,
Illinois
|
$2.67M
|
-$14.5K
|
-406
|
-0.5%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$2.35M
|
+$822K
|
+22,951
|
+54%
|
|
|
19
|
Cantor Fitzgerald Investment Advisors
New York
|
$2.17M
|
-$37.2K
|
-1,038
|
-2%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.86M
|
-$126K
|
-3,525
|
-6%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.83M
|
-$27.6K
|
-771
|
-1%
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$1.31M
|
+$603K
|
+16,831
|
+85%
|
|
|
23
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$1.27M
|
-$597K
|
-16,653
|
-32%
|
|
|
24
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.09M
|
-$263K
|
-7,352
|
-19%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$953K
|
+$634K
|
+17,687
|
+198%
|
|
