|
1
|
Cerity Partners OCIO
New York
|
$59.3M
|
-$2.42M
|
-34,284
|
-4%
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$35.1M
|
+$1.56M
|
+22,133
|
+5%
|
|
|
3
|
1900 Wealth Management
San Antonio,
Texas
|
$18.8M
|
+$17.6M
|
+250,372
|
New
|
|
|
4
|
RVW Wealth
Los Angeles,
California
|
$18M
|
+$370K
|
+5,256
|
+2%
|
|
|
5
|
Trilogy Capital
Irvine,
California
|
$12.5M
|
+$114K
|
+1,613
|
+1%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$11.6M
|
-$496K
|
-7,033
|
-4%
|
|
|
7
|
Richard P. Slaughter Associates
Austin,
Texas
|
$10.8M
|
+$218K
|
+3,089
|
+2%
|
|
|
8
|
GeoWealth Management
Chicago,
Illinois
|
$9.79M
|
+$244K
|
+3,458
|
+3%
|
|
|
9
|
|
$6.16M
|
+$5.77M
|
+81,891
|
New
|
|
|
10
|
Appleton Partners
Boston,
Massachusetts
|
$5.71M
|
+$35.7K
|
+506
|
+0.7%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$2.54M
|
-$2.18M
|
-30,915
|
-48%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$2.23M
|
+$10.6K
|
+151
|
+0.5%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.02M
|
-$733K
|
-10,397
|
-28%
|
|
|
14
|
|
$1.36M
|
+$1.27M
|
+18,040
|
New
|
|
|
15
|
|
$1.25M
|
+$1.13M
|
+16,097
|
+3,003%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$903K
|
-$1.36M
|
-19,360
|
-62%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$797K
|
-$97.8K
|
-1,387
|
-12%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$699K
|
+$846
|
+12
|
+0.1%
|
|
|
19
|
Frontier Wealth Management
Kansas City,
Missouri
|
$538K
|
-$16.5K
|
-234
|
-3%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$439K
|
+$846
|
+12
|
+0.2%
|
|
|
21
|
WBI Investments
Red Bank,
New Jersey
|
$268K
|
-$850K
|
-12,058
|
-77%
|
|
|
22
|
Horan Securities
Cincinnati,
United States
|
$258K
|
+$111K
|
+1,569
|
+84%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$169K
|
-$907K
|
-12,861
|
-85%
|
|
|
24
|
Matrix Private Capital Group
New York
|
$108K
|
+$101K
|
+1,434
|
New
|
|
|
25
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$80K
|
-$3.74K
|
-53
|
-5%
|
|
