|
1
|
Cerity Partners OCIO
New York
|
$39.7M
|
+$9M
|
+140,234
|
+21%
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$19.1M
|
+$546K
|
+8,505
|
+2%
|
|
|
3
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$15.3M
|
+$1.28M
|
+19,996
|
+7%
|
|
|
4
|
Trilogy Capital
Irvine,
California
|
$9.54M
|
+$1.06M
|
+16,572
|
+11%
|
|
|
5
|
RVW Wealth
Los Angeles,
California
|
$9.53M
|
+$12.3M
|
+191,255
|
New
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$8.13M
|
+$1.8M
|
+28,108
|
+21%
|
|
|
7
|
Richard P. Slaughter Associates
Austin,
Texas
|
$6.19M
|
+$1.51M
|
+23,526
|
+23%
|
|
|
8
|
GeoWealth Management
Chicago,
Illinois
|
$4.04M
|
+$362K
|
+5,637
|
+7%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$4.02M
|
+$159K
|
+2,479
|
+3%
|
|
|
10
|
Appleton Partners
Boston,
Massachusetts
|
$3.82M
|
+$53.3K
|
+831
|
+1%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.83M
|
+$3.64M
|
+56,676
|
New
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.77M
|
-$2.11M
|
-32,876
|
-37%
|
|
|
13
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2.29M
|
+$580K
|
+9,035
|
+24%
|
|
|
14
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1.38M
|
-$541K
|
-8,434
|
-23%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.03M
|
-$583K
|
-9,092
|
-31%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$901K
|
+$16.1K
|
+251
|
+1%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$806K
|
+$785K
|
+12,238
|
+311%
|
|
|
18
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$470K
|
-$669K
|
-10,424
|
-52%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$435K
|
+$560K
|
+8,728
|
New
|
|
|
20
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$78K
|
+$449
|
+7
|
+0.4%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$45K
|
-$4.75K
|
-74
|
-8%
|
|
|
22
|
|
$22K
|
–
|
–
|
–
|
|
|
23
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$4K
|
-$29.1K
|
-453
|
-86%
|
|
|
24
|
Investors Research Corp
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
25
|
|
$2K
|
+$3.08K
|
+48
|
New
|
|
