|
1
|
Cerity Partners OCIO
New York
|
$61.8M
|
-$268K
|
-3,158
|
-0.4%
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$27.6M
|
+$1M
|
+11,789
|
+3%
|
|
|
3
|
Systelligence LLC
Bloomington,
Minnesota
|
$19.1M
|
-$437K
|
-5,145
|
-2%
|
|
|
4
|
Trilogy Capital
Irvine,
California
|
$11.4M
|
+$113K
|
+1,329
|
+0.9%
|
|
|
5
|
GeoWealth Management
Chicago,
Illinois
|
$11.2M
|
+$271K
|
+3,191
|
+2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$8.2M
|
+$4.57M
|
+53,891
|
+101%
|
|
|
7
|
RVW Wealth
Los Angeles,
California
|
$8.04M
|
-$7.89K
|
-93
|
-0.1%
|
|
|
8
|
1900 Wealth Management
San Antonio,
Texas
|
$7.95M
|
-$422K
|
-4,970
|
-5%
|
|
|
9
|
Appleton Partners
Boston,
Massachusetts
|
$6.7M
|
-$62.8K
|
-740
|
-0.8%
|
|
|
10
|
|
$6.19M
|
+$1.95M
|
+22,924
|
+39%
|
|
|
11
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$5.52M
|
+$6.14M
|
+72,277
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$3.59M
|
-$65.5K
|
-772
|
-2%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.37M
|
-$228K
|
-2,687
|
-6%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$2.96M
|
+$2.67M
|
+31,464
|
+436%
|
|
|
15
|
Wayfinding Financial
Lynnwood,
Washington
|
$2.05M
|
+$2.28M
|
+26,816
|
New
|
|
|
16
|
Apella Capital
West Hartford,
Connecticut
|
$1.53M
|
+$1.19K
|
+14
|
+0.1%
|
|
|
17
|
|
$1.51M
|
+$371K
|
+4,374
|
+28%
|
|
|
18
|
Richard P. Slaughter Associates
Austin,
Texas
|
$1.5M
|
-$62.1K
|
-731
|
-4%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.5M
|
+$10.4K
|
+122
|
+0.6%
|
|
|
20
|
LWM Advisory Services
Plantation,
Florida
|
$1.42M
|
-$419K
|
-4,937
|
-21%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.25M
|
+$657K
|
+7,740
|
+90%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$1.14M
|
-$6.54K
|
-77
|
-0.5%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.11M
|
+$470K
|
+5,542
|
+61%
|
|
|
24
|
Atria Wealth Solutions
New York
|
$676K
|
-$112K
|
-1,323
|
-13%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$604K
|
-$594
|
-7
|
-0.1%
|
|
