|
1
|
Cerity Partners OCIO
New York
|
$76.3M
|
+$1.99M
|
+21,843
|
+3%
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$33.3M
|
+$5.96M
|
+65,280
|
+22%
|
|
|
3
|
Trilogy Capital
Irvine,
California
|
$14M
|
+$501K
|
+5,483
|
+4%
|
|
|
4
|
GeoWealth Management
Chicago,
Illinois
|
$13.3M
|
+$1.11M
|
+12,181
|
+9%
|
|
|
5
|
1900 Wealth Management
San Antonio,
Texas
|
$11.8M
|
-$1.49M
|
-16,348
|
-11%
|
|
|
6
|
RVW Wealth
Los Angeles,
California
|
$9.91M
|
-$25.3K
|
-277
|
-0.3%
|
|
|
7
|
Appleton Partners
Boston,
Massachusetts
|
$8.23M
|
+$189K
|
+2,069
|
+2%
|
|
|
8
|
Richard P. Slaughter Associates
Austin,
Texas
|
$6.2M
|
-$858K
|
-9,402
|
-12%
|
|
|
9
|
Systelligence LLC
Bloomington,
Minnesota
|
$4.85M
|
+$4.74M
|
+51,868
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$3.85M
|
+$512K
|
+5,607
|
+16%
|
|
|
11
|
|
$3.38M
|
+$1.41M
|
+15,484
|
+75%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.3M
|
+$2.61M
|
+28,603
|
+431%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.81M
|
+$1.81M
|
+19,861
|
+195%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$2.71M
|
-$79.1K
|
-866
|
-3%
|
|
|
15
|
Apella Capital
West Hartford,
Connecticut
|
$1.92M
|
-$302K
|
-3,305
|
-14%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.86M
|
-$18K
|
-197
|
-1%
|
|
|
17
|
|
$1.39M
|
+$44K
|
+482
|
+3%
|
|
|
18
|
|
$946K
|
+$923K
|
+10,106
|
New
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$826K
|
-$187K
|
-2,053
|
-19%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$790K
|
+$28.2K
|
+309
|
+4%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$703K
|
+$5.02K
|
+55
|
+0.7%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$643K
|
+$7.58K
|
+83
|
+1%
|
|
|
23
|
Frontier Wealth Management
Kansas City,
Missouri
|
$408K
|
-$8.67K
|
-95
|
-2%
|
|
|
24
|
LWM Advisory Services
Plantation,
Florida
|
$371K
|
+$362K
|
+3,962
|
New
|
|
|
25
|
Atria Wealth Solutions
New York
|
$297K
|
+$290K
|
+3,175
|
New
|
|
