|
1
|
Cerity Partners OCIO
New York
|
$46.2M
|
+$2.76M
|
+40,465
|
+7%
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$26.5M
|
+$653K
|
+9,584
|
+3%
|
|
|
3
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$19.1M
|
-$399K
|
-5,860
|
-2%
|
|
|
4
|
Trilogy Capital
Irvine,
California
|
$10.8M
|
-$91K
|
-1,337
|
-0.9%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$9.54M
|
+$497K
|
+7,297
|
+6%
|
|
|
6
|
Pacific Financial Group
Bellevue,
Washington
|
$8.21M
|
-$47.5K
|
-697
|
-0.6%
|
|
|
7
|
Richard P. Slaughter Associates
Austin,
Texas
|
$7.11M
|
+$6.86M
|
+100,709
|
New
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.25M
|
+$71.1K
|
+1,044
|
+1%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$5.52M
|
+$410K
|
+6,014
|
+8%
|
|
|
10
|
Appleton Partners
Boston,
Massachusetts
|
$5.35M
|
+$78.8K
|
+1,158
|
+2%
|
|
|
11
|
GeoWealth Management
Chicago,
Illinois
|
$5.33M
|
-$9.52M
|
-139,782
|
-65%
|
|
|
12
|
|
$5.3M
|
+$5.11M
|
+75,028
|
New
|
|
|
13
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2.61M
|
+$165K
|
+2,424
|
+7%
|
|
|
14
|
Frontier Wealth Management
Kansas City,
Missouri
|
$2.55M
|
-$1.73M
|
-25,373
|
-41%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.1M
|
-$297K
|
-4,361
|
-13%
|
|
|
16
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.4M
|
+$36.6K
|
+537
|
+3%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.26M
|
+$61.8K
|
+908
|
+5%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$508K
|
+$28.6K
|
+420
|
+6%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$278K
|
-$11.4K
|
-168
|
-4%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$245K
|
–
|
–
|
–
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$213K
|
+$2.11K
|
+31
|
+1%
|
|
|
22
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$111K
|
+$613
|
+9
|
+0.6%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$69K
|
+$33.6K
|
+493
|
+102%
|
|
|
24
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$69K
|
+$66.2K
|
+972
|
New
|
|
|
25
|
Verus Capital Partners
Scottsdale,
Arizona
|
$42K
|
+$40.9K
|
+600
|
New
|
|
