|
1
|
Cerity Partners OCIO
New York
|
$118M
|
+$8.79M
|
+165,767
|
+8%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$106M
|
+$6.47M
|
+121,971
|
+7%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$105M
|
-$66M
|
-1,243,889
|
-39%
|
|
|
4
|
|
$67.1M
|
-$4.33M
|
-81,548
|
-6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$47.1M
|
-$66.8K
|
-1,259
|
-0.1%
|
|
|
6
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$45M
|
-$202K
|
-3,802
|
-0.4%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$43.5M
|
-$5.01M
|
-94,389
|
-10%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$36.2M
|
+$1.48M
|
+27,860
|
+4%
|
|
|
9
|
CreativeOne Wealth
Overland Park,
Kansas
|
$35.2M
|
+$1.88M
|
+35,443
|
+6%
|
|
|
10
|
Pacific Financial Group
Bellevue,
Washington
|
$33.4M
|
+$2.11M
|
+39,836
|
+7%
|
|
|
11
|
RiverFront Investment Group
Richmond,
Virginia
|
$33.1M
|
-$1.1M
|
-20,686
|
-3%
|
|
|
12
|
Trilogy Capital
Irvine,
California
|
$30.5M
|
+$387K
|
+7,297
|
+1%
|
|
|
13
|
Lenox Wealth Advisors
New York
|
$24.9M
|
+$435K
|
+8,200
|
+2%
|
|
|
14
|
GeoWealth Management
Chicago,
Illinois
|
$21.9M
|
+$20.7M
|
+389,347
|
+1,706%
|
|
|
15
|
Ancora Advisors
Cleveland,
Ohio
|
$21.3M
|
+$5.09K
|
+96
|
+0%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$20.5M
|
-$2.57M
|
-48,430
|
-11%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.5M
|
-$531K
|
-10,012
|
-3%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.7M
|
+$7.29M
|
+137,446
|
+78%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15.5M
|
+$1.11M
|
+20,962
|
+8%
|
|
|
20
|
Frontier Wealth Management
Kansas City,
Missouri
|
$14.5M
|
-$777K
|
-14,644
|
-5%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$14.2M
|
+$1.55M
|
+29,183
|
+12%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.3M
|
+$869K
|
+16,392
|
+7%
|
|
|
23
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$12.6M
|
+$248K
|
+4,679
|
+2%
|
|
|
24
|
RVW Wealth
Los Angeles,
California
|
$8.78M
|
-$2.68M
|
-50,571
|
-23%
|
|
|
25
|
Day & Ennis
Macon,
Georgia
|
$7.93M
|
-$23.7K
|
-446
|
-0.3%
|
|
