|
1
|
Cerity Partners OCIO
New York
|
$75.7M
|
-$2.54M
|
-27,425
|
-3%
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$27.8M
|
+$1.66M
|
+17,902
|
+7%
|
|
|
3
|
Trilogy Capital
Irvine,
California
|
$13.8M
|
-$609K
|
-6,580
|
-4%
|
|
|
4
|
1900 Wealth Management
San Antonio,
Texas
|
$13.6M
|
-$378K
|
-4,088
|
-3%
|
|
|
5
|
GeoWealth Management
Chicago,
Illinois
|
$12.4M
|
+$1.06M
|
+11,427
|
+10%
|
|
|
6
|
RVW Wealth
Los Angeles,
California
|
$10.1M
|
-$330K
|
-3,568
|
-3%
|
|
|
7
|
Appleton Partners
Boston,
Massachusetts
|
$8.19M
|
+$214K
|
+2,308
|
+3%
|
|
|
8
|
Richard P. Slaughter Associates
Austin,
Texas
|
$7.22M
|
+$37.4K
|
+404
|
+0.5%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$3.39M
|
+$165K
|
+1,787
|
+5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2.85M
|
+$96.5K
|
+1,043
|
+4%
|
|
|
11
|
Apella Capital
West Hartford,
Connecticut
|
$2.27M
|
-$2.55M
|
-27,585
|
-54%
|
|
|
12
|
|
$1.97M
|
-$7.6M
|
-82,139
|
-80%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.92M
|
-$72.5K
|
-783
|
-4%
|
|
|
14
|
|
$1.37M
|
+$16.4K
|
+177
|
+1%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.04M
|
+$128K
|
+1,388
|
+15%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$972K
|
-$1.2M
|
-12,950
|
-56%
|
|
|
17
|
CoreCap Advisors
Southfield,
Michigan
|
$946K
|
+$917K
|
+9,912
|
New
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$776K
|
+$58.7K
|
+634
|
+8%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$710K
|
+$8.33K
|
+90
|
+1%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$648K
|
+$72.9K
|
+788
|
+13%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$633K
|
-$2.89M
|
-31,177
|
-82%
|
|
|
22
|
Frontier Wealth Management
Kansas City,
Missouri
|
$431K
|
-$52.9K
|
-572
|
-11%
|
|
|
23
|
|
$144K
|
+$140K
|
+1,509
|
New
|
|
|
24
|
Horan Securities
Cincinnati,
United States
|
$144K
|
+$140K
|
+1,514
|
New
|
|
|
25
|
Matrix Private Capital Group
New York
|
$137K
|
–
|
–
|
–
|
|
