|
1
|
Cerity Partners OCIO
New York
|
$39M
|
+$2.94M
|
+44,880
|
+8%
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$24M
|
+$2M
|
+30,434
|
+9%
|
|
|
3
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$17.8M
|
-$441K
|
-6,727
|
-2%
|
|
|
4
|
Trilogy Capital
Irvine,
California
|
$10.4M
|
+$49.6K
|
+756
|
+0.5%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$7.98M
|
+$1.34M
|
+20,369
|
+20%
|
|
|
6
|
Pacific Financial Group
Bellevue,
Washington
|
$7.59M
|
–
|
–
|
–
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.73M
|
+$1.18M
|
+17,985
|
+26%
|
|
|
8
|
Appleton Partners
Boston,
Massachusetts
|
$4.74M
|
+$515K
|
+7,852
|
+12%
|
|
|
9
|
Frontier Wealth Management
Kansas City,
Missouri
|
$4.56M
|
-$540K
|
-8,238
|
-11%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$4.46M
|
-$15.7K
|
-239
|
-0.4%
|
|
|
11
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2.06M
|
+$44.9K
|
+684
|
+2%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.83M
|
+$940K
|
+14,330
|
+109%
|
|
|
13
|
|
$1.81M
|
+$1.79M
|
+27,263
|
New
|
|
|
14
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.23M
|
+$391K
|
+5,955
|
+47%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.14M
|
+$34K
|
+518
|
+3%
|
|
|
16
|
GeoWealth Management
Chicago,
Illinois
|
$871K
|
+$860K
|
+13,103
|
New
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$412K
|
+$37K
|
+564
|
+10%
|
|
|
18
|
|
$337K
|
–
|
–
|
–
|
|
|
19
|
LPL Financial
San Diego,
California
|
$279K
|
-$205K
|
-3,124
|
-43%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$261K
|
-$23.4K
|
-357
|
-8%
|
|
|
21
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$233K
|
–
|
–
|
–
|
|
|
22
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$201K
|
-$380K
|
-5,791
|
-66%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$201K
|
+$199K
|
+3,032
|
New
|
|
|
24
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$103K
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$49K
|
–
|
–
|
–
|
|
