|
1
|
Cerity Partners OCIO
New York
|
$35.3M
|
+$3.93M
|
+62,322
|
+13%
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$21.5M
|
+$1.99M
|
+31,646
|
+11%
|
|
|
3
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$17.8M
|
-$1.37M
|
-21,821
|
-7%
|
|
|
4
|
Trilogy Capital
Irvine,
California
|
$10.1M
|
-$112K
|
-1,772
|
-1%
|
|
|
5
|
Pacific Financial Group
Bellevue,
Washington
|
$7.59M
|
-$297K
|
-4,713
|
-4%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$6.49M
|
+$1.24M
|
+19,636
|
+25%
|
|
|
7
|
Frontier Wealth Management
Kansas City,
Missouri
|
$5M
|
-$276K
|
-4,381
|
-5%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.44M
|
+$1.05M
|
+16,606
|
+32%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$4.38M
|
+$1.38M
|
+21,970
|
+48%
|
|
|
10
|
Appleton Partners
Boston,
Massachusetts
|
$4.13M
|
+$392K
|
+6,220
|
+11%
|
|
|
11
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.98M
|
+$1.91M
|
+30,377
|
New
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.08M
|
+$32.7K
|
+519
|
+3%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$858K
|
+$259K
|
+4,112
|
+45%
|
|
|
14
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$819K
|
+$793K
|
+12,591
|
New
|
|
|
15
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$574K
|
-$838K
|
-13,301
|
-60%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$477K
|
-$307K
|
-4,878
|
-40%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$367K
|
+$160K
|
+2,542
|
+82%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$341K
|
+$330K
|
+5,239
|
New
|
|
|
19
|
|
$332K
|
-$11.4K
|
-181
|
-3%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$279K
|
-$1.49M
|
-23,653
|
-85%
|
|
|
21
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$236K
|
+$567K
|
+9,000
|
New
|
|
|
22
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$100K
|
+$252
|
+4
|
+0.3%
|
|
|
23
|
Cetera Advisors
Denver,
Colorado
|
$49K
|
+$47.2K
|
+750
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48K
|
-$7.75K
|
-123
|
-14%
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$21K
|
+$20.2K
|
+321
|
+6,420%
|
|
