|
1
|
Cerity Partners OCIO
New York
|
$65.5M
|
-$319K
|
-3,632
|
-0.4%
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$28.2M
|
-$620K
|
-7,048
|
-2%
|
|
|
3
|
Systelligence LLC
Bloomington,
Minnesota
|
$20.6M
|
+$17.9M
|
+203,369
|
+392%
|
|
|
4
|
Trilogy Capital
Irvine,
California
|
$12M
|
-$102K
|
-1,164
|
-0.8%
|
|
|
5
|
GeoWealth Management
Chicago,
Illinois
|
$11.6M
|
+$155K
|
+1,764
|
+1%
|
|
|
6
|
1900 Wealth Management
San Antonio,
Texas
|
$8.8M
|
-$1.51M
|
-17,133
|
-14%
|
|
|
7
|
RVW Wealth
Los Angeles,
California
|
$8.5M
|
-$52.5K
|
-597
|
-0.6%
|
|
|
8
|
Appleton Partners
Boston,
Massachusetts
|
$7.13M
|
+$37.4K
|
+425
|
+0.5%
|
|
|
9
|
|
$4.68M
|
+$4.21M
|
+47,938
|
+474%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$4.31M
|
+$1.08M
|
+12,242
|
+30%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$3.86M
|
+$1.65M
|
+18,806
|
+65%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.78M
|
+$4.12M
|
+46,834
|
New
|
|
|
13
|
LWM Advisory Services
Plantation,
Florida
|
$1.9M
|
+$1.72M
|
+19,573
|
+494%
|
|
|
14
|
Richard P. Slaughter Associates
Austin,
Texas
|
$1.64M
|
-$4.03M
|
-45,861
|
-69%
|
|
|
15
|
Apella Capital
West Hartford,
Connecticut
|
$1.62M
|
-$44.7K
|
-509
|
-2%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.57M
|
-$37.9K
|
-431
|
-2%
|
|
|
17
|
|
$1.24M
|
+$45.4K
|
+516
|
+3%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$1.21M
|
+$1.32M
|
+14,996
|
New
|
|
|
19
|
Atria Wealth Solutions
New York
|
$820K
|
+$614K
|
+6,989
|
+220%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$729K
|
+$18.4K
|
+209
|
+2%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$695K
|
+$15.1K
|
+172
|
+2%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$638K
|
+$695K
|
+7,907
|
New
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$632K
|
+$85.2K
|
+969
|
+14%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$582K
|
-$24.8K
|
-282
|
-4%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$292K
|
+$75.9K
|
+863
|
+31%
|
|
