|
1
|
Cerity Partners OCIO
New York
|
$41.2M
|
+$1.98M
|
+29,911
|
+5%
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$24.5M
|
+$326K
|
+4,918
|
+1%
|
|
|
3
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$18.2M
|
+$686K
|
+10,355
|
+4%
|
|
|
4
|
GeoWealth Management
Chicago,
Illinois
|
$14.4M
|
+$13.4M
|
+202,128
|
+1,543%
|
|
|
5
|
Trilogy Capital
Irvine,
California
|
$10.2M
|
-$56.6K
|
-855
|
-0.6%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$8.53M
|
+$502K
|
+7,582
|
+6%
|
|
|
7
|
Pacific Financial Group
Bellevue,
Washington
|
$7.77M
|
+$20.4K
|
+308
|
+0.3%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.84M
|
+$81.7K
|
+1,234
|
+1%
|
|
|
9
|
Appleton Partners
Boston,
Massachusetts
|
$4.99M
|
+$217K
|
+3,277
|
+5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$4.82M
|
+$332K
|
+5,012
|
+7%
|
|
|
11
|
Frontier Wealth Management
Kansas City,
Missouri
|
$4.11M
|
-$465K
|
-7,020
|
-10%
|
|
|
12
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2.31M
|
+$231K
|
+3,482
|
+11%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.28M
|
+$437K
|
+6,599
|
+24%
|
|
|
14
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.29M
|
+$51.2K
|
+773
|
+4%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.13M
|
-$12.9K
|
-195
|
-1%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$452K
|
+$37.2K
|
+562
|
+9%
|
|
|
17
|
|
$342K
|
+$662
|
+10
|
+0.2%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$274K
|
-$6.82K
|
-103
|
-2%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$231K
|
-$31.1K
|
-470
|
-12%
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$203K
|
+$861
|
+13
|
+0.4%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$200K
|
-$2.98K
|
-45
|
-1%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$139K
|
+$138K
|
+2,082
|
New
|
|
|
23
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$104K
|
+$927
|
+14
|
+0.9%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32K
|
-$16.6K
|
-250
|
-34%
|
|
|
25
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$27K
|
+$27K
|
+407
|
New
|
|
