|
1
|
Cerity Partners OCIO
New York
|
$27.4M
|
+$29.8M
|
+479,591
|
New
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$17.1M
|
+$1.39M
|
+22,353
|
+8%
|
|
|
3
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$16.9M
|
+$18.3M
|
+295,362
|
New
|
|
|
4
|
Trilogy Capital
Irvine,
California
|
$8.93M
|
+$9.71M
|
+156,277
|
New
|
|
|
5
|
Pacific Financial Group
Bellevue,
Washington
|
$6.93M
|
+$7.54M
|
+121,299
|
New
|
|
|
6
|
Frontier Wealth Management
Kansas City,
Missouri
|
$4.64M
|
+$215K
|
+3,460
|
+4%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$4.58M
|
+$751K
|
+12,095
|
+18%
|
|
|
8
|
Appleton Partners
Boston,
Massachusetts
|
$3.27M
|
+$282K
|
+4,545
|
+9%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.95M
|
-$12.4M
|
-200,175
|
-79%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2.59M
|
-$7.95K
|
-128
|
-0.3%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.6M
|
-$1.16M
|
-18,734
|
-40%
|
|
|
12
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.26M
|
+$1.37M
|
+22,123
|
New
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.01M
|
+$1.1M
|
+17,660
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$919K
|
+$76.1K
|
+1,225
|
+8%
|
|
|
15
|
|
$856K
|
-$736K
|
-11,842
|
-44%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$697K
|
-$1.65M
|
-26,590
|
-69%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$518K
|
+$250K
|
+4,027
|
+80%
|
|
|
18
|
|
$302K
|
-$7.38M
|
-118,865
|
-96%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$177K
|
+$79K
|
+1,272
|
+70%
|
|
|
20
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$88K
|
+$870
|
+14
|
+0.9%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$69K
|
+$74.6K
|
+1,200
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$49K
|
+$37.8K
|
+608
|
+243%
|
|
|
23
|
MGO One Seven
Beachwood,
Ohio
|
$45K
|
+$49.7K
|
+800
|
New
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$17K
|
-$25.1K
|
-404
|
-57%
|
|
|
25
|
Avior Wealth Management
Omaha,
Nebraska
|
$16K
|
+$18.1K
|
+291
|
New
|
|
