|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$175M
|
+$3.97M
|
+72,435
|
+2%
|
|
|
2
|
Cerity Partners OCIO
New York
|
$112M
|
+$8.51M
|
+155,235
|
+8%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$100M
|
+$25.5M
|
+465,159
|
+34%
|
|
|
4
|
|
$73.1M
|
-$3.51M
|
-64,071
|
-5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$49.7M
|
+$821K
|
+14,978
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$48.4M
|
-$779K
|
-14,215
|
-2%
|
|
|
7
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$46.3M
|
+$611K
|
+11,144
|
+1%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$35.6M
|
+$7.35M
|
+134,216
|
+26%
|
|
|
9
|
RiverFront Investment Group
Richmond,
Virginia
|
$35M
|
-$77.7M
|
-1,418,862
|
-69%
|
|
|
10
|
CreativeOne Wealth
Overland Park,
Kansas
|
$34.1M
|
+$5.4M
|
+98,605
|
+19%
|
|
|
11
|
Pacific Financial Group
Bellevue,
Washington
|
$31.7M
|
–
|
–
|
–
|
|
|
12
|
Trilogy Capital
Irvine,
California
|
$31M
|
+$761K
|
+13,895
|
+2%
|
|
|
13
|
Lenox Wealth Advisors
New York
|
$25.1M
|
+$1.12M
|
+20,381
|
+5%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$23.6M
|
+$6.06M
|
+110,600
|
+34%
|
|
|
15
|
Ancora Advisors
Cleveland,
Ohio
|
$21.8M
|
-$83.7K
|
-1,528
|
-0.4%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$21.5M
|
-$27.7M
|
-505,922
|
-56%
|
|
|
17
|
|
$20.1M
|
+$17.1M
|
+312,988
|
+567%
|
|
|
18
|
Frontier Wealth Management
Kansas City,
Missouri
|
$15.6M
|
-$1.06M
|
-19,428
|
-6%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.7M
|
+$7.51M
|
+137,084
|
+103%
|
|
|
20
|
Nottingham Advisors
Amherst,
New York
|
$14M
|
-$5.75M
|
-104,852
|
-29%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$13.9M
|
+$6.8M
|
+124,125
|
+95%
|
|
|
22
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$13M
|
+$407K
|
+7,429
|
+3%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$12.9M
|
+$2.81M
|
+51,339
|
+28%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.8M
|
+$731K
|
+13,340
|
+6%
|
|
|
25
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$12.6M
|
+$334K
|
+6,101
|
+3%
|
|
