|
1
|
Cerity Partners OCIO
New York
|
$66.6M
|
+$1.25M
|
+15,716
|
+2%
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$39M
|
+$309K
|
+3,885
|
+0.8%
|
|
|
3
|
1900 Wealth Management
San Antonio,
Texas
|
$14.9M
|
-$5.56M
|
-70,069
|
-28%
|
|
|
4
|
Trilogy Capital
Irvine,
California
|
$13.9M
|
+$82K
|
+1,032
|
+0.6%
|
|
|
5
|
GeoWealth Management
Chicago,
Illinois
|
$11.9M
|
+$1.03M
|
+13,027
|
+10%
|
|
|
6
|
RVW Wealth
Los Angeles,
California
|
$10M
|
-$10.1M
|
-127,237
|
-52%
|
|
|
7
|
Richard P. Slaughter Associates
Austin,
Texas
|
$7.75M
|
-$3.97M
|
-49,961
|
-35%
|
|
|
8
|
Appleton Partners
Boston,
Massachusetts
|
$6.62M
|
+$317K
|
+3,986
|
+5%
|
|
|
9
|
|
$5.76M
|
+$4.09M
|
+51,491
|
+285%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.84M
|
+$4.46M
|
+56,205
|
+2,505%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$3.32M
|
+$3.19M
|
+40,130
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$2.46M
|
-$333K
|
-4,191
|
-12%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$2.41M
|
-$38K
|
-478
|
-2%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.94M
|
-$275K
|
-3,467
|
-13%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.39M
|
+$382K
|
+4,806
|
+40%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$770K
|
-$103K
|
-1,303
|
-12%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$632K
|
+$606K
|
+7,632
|
New
|
|
|
18
|
Frontier Wealth Management
Kansas City,
Missouri
|
$556K
|
-$34.5K
|
-434
|
-6%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$507K
|
-$251K
|
-3,155
|
-34%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$452K
|
-$30.6K
|
-385
|
-7%
|
|
|
21
|
WBI Investments
Red Bank,
New Jersey
|
$352K
|
+$54K
|
+680
|
+19%
|
|
|
22
|
Matrix Private Capital Group
New York
|
$119K
|
–
|
–
|
–
|
|
|
23
|
Horan Securities
Cincinnati,
United States
|
$118K
|
-$159K
|
-1,999
|
-58%
|
|
|
24
|
|
$89K
|
-$1.24M
|
-15,559
|
-94%
|
|
|
25
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$83K
|
-$5.32K
|
-67
|
-6%
|
|
