|
1
|
Cerity Partners OCIO
New York
|
$71.1M
|
+$518K
|
+5,951
|
+0.7%
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$25.3M
|
-$15.9M
|
-182,839
|
-39%
|
|
|
3
|
1900 Wealth Management
San Antonio,
Texas
|
$14.8M
|
-$1.06M
|
-12,196
|
-7%
|
|
|
4
|
Trilogy Capital
Irvine,
California
|
$14.2M
|
-$691K
|
-7,934
|
-5%
|
|
|
5
|
GeoWealth Management
Chicago,
Illinois
|
$13.8M
|
+$1.2M
|
+13,812
|
+10%
|
|
|
6
|
RVW Wealth
Los Angeles,
California
|
$10M
|
-$156K
|
-1,796
|
-2%
|
|
|
7
|
|
$9.03M
|
+$2.89M
|
+33,206
|
+48%
|
|
|
8
|
Richard P. Slaughter Associates
Austin,
Texas
|
$7.91M
|
-$311K
|
-3,574
|
-4%
|
|
|
9
|
Appleton Partners
Boston,
Massachusetts
|
$7.13M
|
+$108K
|
+1,244
|
+2%
|
|
|
10
|
Apella Capital
West Hartford,
Connecticut
|
$3.96M
|
+$3.92M
|
+45,033
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$2.58M
|
+$23.2K
|
+267
|
+0.9%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$2.45M
|
-$152K
|
-1,743
|
-6%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.04M
|
-$3.07M
|
-35,276
|
-60%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.97M
|
-$85.2K
|
-978
|
-4%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.37M
|
-$107K
|
-1,227
|
-7%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$863K
|
+$45.2K
|
+519
|
+6%
|
|
|
17
|
|
$822K
|
+$815K
|
+9,356
|
New
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$658K
|
+$177K
|
+2,033
|
+37%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$614K
|
-$55.8K
|
-641
|
-8%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$528K
|
-$10.9K
|
-125
|
-2%
|
|
|
21
|
Frontier Wealth Management
Kansas City,
Missouri
|
$457K
|
-$132K
|
-1,513
|
-23%
|
|
|
22
|
Horan Securities
Cincinnati,
United States
|
$132K
|
+$6.53K
|
+75
|
+5%
|
|
|
23
|
Matrix Private Capital Group
New York
|
$126K
|
–
|
–
|
–
|
|
|
24
|
|
$113K
|
+$18.8K
|
+216
|
+20%
|
|
|
25
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$88K
|
+$261
|
+3
|
+0.3%
|
|
