|
1
|
Cerity Partners OCIO
New York
|
$49.7M
|
+$1.48M
|
+25,780
|
+3%
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$25.4M
|
+$2.14M
|
+37,369
|
+10%
|
|
|
3
|
RVW Wealth
Los Angeles,
California
|
$14.6M
|
+$2.88M
|
+50,183
|
+26%
|
|
|
4
|
Trilogy Capital
Irvine,
California
|
$10.4M
|
-$205K
|
-3,575
|
-2%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$9.39M
|
-$437K
|
-7,631
|
-5%
|
|
|
6
|
Richard P. Slaughter Associates
Austin,
Texas
|
$9.35M
|
+$1.75M
|
+30,590
|
+25%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$5.39M
|
+$5.11M
|
+89,224
|
New
|
|
|
8
|
GeoWealth Management
Chicago,
Illinois
|
$5.38M
|
+$463K
|
+8,072
|
+10%
|
|
|
9
|
Appleton Partners
Boston,
Massachusetts
|
$4.53M
|
-$92.3K
|
-1,610
|
-2%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$4.23M
|
-$605K
|
-10,558
|
-13%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.23M
|
+$3.02M
|
+52,660
|
+5,825%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.72M
|
-$601K
|
-10,489
|
-19%
|
|
|
13
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2.54M
|
-$230K
|
-4,012
|
-9%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.98M
|
-$1.37M
|
-23,855
|
-42%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.78M
|
+$759K
|
+13,248
|
+82%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.2M
|
-$46.7K
|
-815
|
-4%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$957K
|
-$128K
|
-2,236
|
-12%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$584K
|
+$54.7K
|
+954
|
+11%
|
|
|
19
|
Frontier Wealth Management
Kansas City,
Missouri
|
$516K
|
-$1.1M
|
-19,175
|
-69%
|
|
|
20
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$443K
|
-$16.3M
|
-283,966
|
-97%
|
|
|
21
|
Summit Wealth Partners
Orlando,
Florida
|
$349K
|
+$331K
|
+5,780
|
New
|
|
|
22
|
ETrade Capital Management
Arlington,
Virginia
|
$263K
|
+$250K
|
+4,358
|
New
|
|
|
23
|
|
$181K
|
+$172K
|
+2,994
|
New
|
|
|
24
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$67K
|
-$26.1K
|
-455
|
-29%
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$46K
|
+$43.3K
|
+755
|
New
|
|
