|
1
|
Cerity Partners OCIO
New York
|
$71.8M
|
+$1.02M
|
+11,429
|
+1%
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$23.9M
|
-$1.3M
|
-14,534
|
-5%
|
|
|
3
|
Trilogy Capital
Irvine,
California
|
$13.2M
|
-$796K
|
-8,926
|
-6%
|
|
|
4
|
1900 Wealth Management
San Antonio,
Texas
|
$12.8M
|
-$1.92M
|
-21,513
|
-13%
|
|
|
5
|
GeoWealth Management
Chicago,
Illinois
|
$10.4M
|
-$3.42M
|
-38,362
|
-24%
|
|
|
6
|
RVW Wealth
Los Angeles,
California
|
$10M
|
-$510K
|
-5,717
|
-5%
|
|
|
7
|
|
$8.98M
|
–
|
–
|
–
|
|
|
8
|
Appleton Partners
Boston,
Massachusetts
|
$7.31M
|
+$210K
|
+2,357
|
+3%
|
|
|
9
|
Richard P. Slaughter Associates
Austin,
Texas
|
$6.58M
|
-$1.32M
|
-14,777
|
-16%
|
|
|
10
|
Apella Capital
West Hartford,
Connecticut
|
$4.5M
|
+$570K
|
+6,391
|
+14%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.31M
|
+$1.3M
|
+14,637
|
+63%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$2.95M
|
+$391K
|
+4,381
|
+15%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$2.52M
|
+$81.5K
|
+914
|
+3%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.02M
|
+$673K
|
+7,551
|
+48%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.83M
|
-$134K
|
-1,505
|
-7%
|
|
|
16
|
|
$1.45M
|
+$643K
|
+7,213
|
+77%
|
|
|
17
|
|
$1.24M
|
+$1.15M
|
+12,907
|
+1,001%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$830K
|
-$29.6K
|
-332
|
-3%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$655K
|
+$178
|
+2
|
+0%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$643K
|
+$32K
|
+359
|
+5%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$525K
|
-$267
|
-3
|
-0%
|
|
|
22
|
Frontier Wealth Management
Kansas City,
Missouri
|
$445K
|
-$10.7K
|
-120
|
-2%
|
|
|
23
|
Flow Traders U.S.
New York
|
$418K
|
+$426K
|
+4,779
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$141K
|
+$144K
|
+1,610
|
New
|
|
|
25
|
Matrix Private Capital Group
New York
|
$125K
|
–
|
–
|
–
|
|
