|
1
|
Cerity Partners OCIO
New York
|
$65.2M
|
-$2.89M
|
-34,552
|
-4%
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$29.6M
|
-$799K
|
-9,543
|
-3%
|
|
|
3
|
Systelligence LLC
Bloomington,
Minnesota
|
$19.8M
|
-$1.29M
|
-15,456
|
-6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$16.6M
|
+$7.52M
|
+89,858
|
+84%
|
|
|
5
|
GeoWealth Management
Chicago,
Illinois
|
$12.7M
|
+$303K
|
+3,618
|
+2%
|
|
|
6
|
Trilogy Capital
Irvine,
California
|
$12.1M
|
-$488K
|
-5,827
|
-4%
|
|
|
7
|
|
$10.6M
|
+$3.78M
|
+45,173
|
+56%
|
|
|
8
|
RVW Wealth
Los Angeles,
California
|
$8.7M
|
-$152K
|
-1,818
|
-2%
|
|
|
9
|
1900 Wealth Management
San Antonio,
Texas
|
$8.09M
|
-$663K
|
-7,917
|
-8%
|
|
|
10
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$7.75M
|
+$1.66M
|
+19,849
|
+27%
|
|
|
11
|
Appleton Partners
Boston,
Massachusetts
|
$7.16M
|
-$218K
|
-2,608
|
-3%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$4.91M
|
+$1.65M
|
+19,695
|
+51%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$4.24M
|
+$282K
|
+3,374
|
+7%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.99M
|
+$272K
|
+3,248
|
+7%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$2.68M
|
+$1.41M
|
+16,905
|
+113%
|
|
|
16
|
|
$2.36M
|
+$697K
|
+8,324
|
+42%
|
|
|
17
|
Aspire Capital Advisors
Seattle,
Washington
|
$2.11M
|
+$2.09M
|
+25,017
|
New
|
|
|
18
|
LWM Advisory Services
Plantation,
Florida
|
$2.09M
|
+$518K
|
+6,184
|
+33%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2M
|
+$619K
|
+7,392
|
+45%
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$1.85M
|
+$1.84M
|
+21,979
|
New
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.83M
|
+$1.21M
|
+14,455
|
+199%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.6M
|
-$52.4K
|
-626
|
-3%
|
|
|
23
|
Apella Capital
West Hartford,
Connecticut
|
$1.53M
|
-$151K
|
-1,803
|
-9%
|
|
|
24
|
Richard P. Slaughter Associates
Austin,
Texas
|
$1.5M
|
-$152K
|
-1,819
|
-9%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.32M
|
+$93.3K
|
+1,115
|
+8%
|
|
