|
1
|
CreativeOne Wealth
Overland Park,
Kansas
|
$16.4M
|
-$774K
|
-17,667
|
-5%
|
|
|
2
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$15.5M
|
+$201K
|
+4,599
|
+1%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$14.8M
|
-$4.36M
|
-99,474
|
-24%
|
|
|
4
|
Linscomb Wealth
Houston,
Texas
|
$10.2M
|
+$9.73M
|
+222,026
|
New
|
|
|
5
|
|
$8.39M
|
+$2.15M
|
+49,066
|
+37%
|
|
|
6
|
RVW Wealth
Los Angeles,
California
|
$7.34M
|
+$4.08M
|
+93,158
|
+140%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$6.79M
|
-$1.12M
|
-25,590
|
-15%
|
|
|
8
|
American Money Management
Rancho Santa Fe,
California
|
$5.77M
|
-$226K
|
-5,169
|
-4%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$4.73M
|
-$260K
|
-5,926
|
-5%
|
|
|
10
|
Cerity Partners OCIO
New York
|
$4.58M
|
+$3.87M
|
+88,446
|
+784%
|
|
|
11
|
|
$4.42M
|
-$2.7M
|
-61,720
|
-39%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$4.34M
|
-$603K
|
-13,760
|
-13%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.1M
|
+$2.39M
|
+54,546
|
+158%
|
|
|
14
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$4.01M
|
+$405K
|
+9,245
|
+12%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.96M
|
-$268K
|
-6,120
|
-9%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$2.9M
|
+$374K
|
+8,540
|
+16%
|
|
|
17
|
Victory Capital Management
San Antonio,
Texas
|
$2.79M
|
-$2.66M
|
-60,700
|
-50%
|
|
|
18
|
Sonata Capital Group
Seattle,
Washington
|
$2.54M
|
+$9.2K
|
+210
|
+0.4%
|
|
|
19
|
|
$2.5M
|
+$34.3K
|
+784
|
+1%
|
|
|
20
|
GW & Wade
Wellesley,
Massachusetts
|
$2.43M
|
-$1.52M
|
-34,781
|
-40%
|
|
|
21
|
LexAurum Advisors
Overland Park,
Kansas
|
$1.24M
|
-$38.8K
|
-886
|
-3%
|
|
|
22
|
Crumly & Associates
Springfield,
Illinois
|
$1.16M
|
-$7.1K
|
-162
|
-0.6%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$1.14M
|
-$283K
|
-6,455
|
-21%
|
|
|
24
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$1.14M
|
-$2.01M
|
-45,885
|
-65%
|
|
|
25
|
GeoWealth Management
Chicago,
Illinois
|
$1.13M
|
-$1.08M
|
-24,690
|
-50%
|
|
