|
1
|
Cerity Partners OCIO
New York
|
$52.7M
|
-$49.4K
|
-771
|
-0.1%
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$28.5M
|
+$1.48M
|
+23,119
|
+5%
|
|
|
3
|
RVW Wealth
Los Angeles,
California
|
$15.3M
|
-$140K
|
-2,189
|
-0.9%
|
|
|
4
|
Trilogy Capital
Irvine,
California
|
$10.6M
|
-$71.6K
|
-1,118
|
-0.7%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$10.4M
|
+$406K
|
+6,337
|
+4%
|
|
|
6
|
Richard P. Slaughter Associates
Austin,
Texas
|
$9.01M
|
-$920K
|
-14,366
|
-9%
|
|
|
7
|
GeoWealth Management
Chicago,
Illinois
|
$8.13M
|
+$2.4M
|
+37,514
|
+42%
|
|
|
8
|
Appleton Partners
Boston,
Massachusetts
|
$4.84M
|
+$30.8K
|
+481
|
+0.6%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$4.15M
|
-$338K
|
-5,284
|
-8%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.39M
|
-$504K
|
-7,877
|
-17%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.01M
|
-$93K
|
-1,452
|
-4%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.89M
|
+$2.88K
|
+45
|
+0.2%
|
|
|
13
|
WBI Investments
Red Bank,
New Jersey
|
$1M
|
+$1M
|
+15,629
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$969K
|
-$2.46M
|
-38,459
|
-72%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$769K
|
-$247K
|
-3,860
|
-24%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$592K
|
-$26.1K
|
-408
|
-4%
|
|
|
17
|
ETrade Capital Management
Arlington,
Virginia
|
$567K
|
+$287K
|
+4,480
|
+103%
|
|
|
18
|
Frontier Wealth Management
Kansas City,
Missouri
|
$474K
|
-$74.4K
|
-1,162
|
-14%
|
|
|
19
|
Summit Wealth Partners
Orlando,
Florida
|
$387K
|
+$16.1K
|
+251
|
+4%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$374K
|
-$897K
|
-14,007
|
-71%
|
|
|
21
|
|
$192K
|
–
|
–
|
–
|
|
|
22
|
Horan Securities
Cincinnati,
United States
|
$119K
|
+$119K
|
+1,860
|
New
|
|
|
23
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$109K
|
+$109K
|
+1,704
|
New
|
|
|
24
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$72K
|
+$256
|
+4
|
+0.4%
|
|
|
25
|
|
$34K
|
+$34.3K
|
+536
|
New
|
|
