|
1
|
Cerity Partners OCIO
New York
|
$92.5M
|
-$17.1M
|
-526,601
|
-15%
|
|
|
2
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$85.4M
|
+$1.44M
|
+44,460
|
+2%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$39.1M
|
+$5.9M
|
+182,257
|
+18%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.5M
|
+$4.6M
|
+142,110
|
+23%
|
|
|
5
|
Stephens Inc
Little Rock,
Arkansas
|
$20.9M
|
+$2.6M
|
+80,189
|
+14%
|
|
|
6
|
KB Financial Partners
Princeton,
New Jersey
|
$14.8M
|
+$15M
|
+462,076
|
New
|
|
|
7
|
Legacy Private Trust
Neenah,
Wisconsin
|
$13M
|
+$2.53M
|
+78,077
|
+24%
|
|
|
8
|
Avantax Advisory Services
Dallas,
Texas
|
$9.6M
|
+$9.73M
|
+300,259
|
New
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$9.02M
|
+$530K
|
+16,363
|
+6%
|
|
|
10
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$7.28M
|
+$2.1M
|
+64,842
|
+40%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.19M
|
+$347K
|
+10,706
|
+5%
|
|
|
12
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$6.65M
|
-$1.13M
|
-34,822
|
-14%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$6.48M
|
-$245K
|
-7,548
|
-4%
|
|
|
14
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$5.97M
|
+$972K
|
+30,010
|
+19%
|
|
|
15
|
CGN Advisors
Manhattan,
Kansas
|
$5.76M
|
+$665K
|
+20,513
|
+13%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$5.56M
|
+$840K
|
+25,918
|
+17%
|
|
|
17
|
Brookstone Capital Management
Wheaton,
Illinois
|
$4.92M
|
-$1.33M
|
-41,167
|
-21%
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.84M
|
+$1.79M
|
+55,392
|
+58%
|
|
|
19
|
Denver PWM
Denver,
Colorado
|
$4.72M
|
+$4.83M
|
+148,955
|
New
|
|
|
20
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$4.66M
|
+$3.94M
|
+121,723
|
+503%
|
|
|
21
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$4.15M
|
+$233K
|
+7,199
|
+6%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$4.02M
|
-$1.76M
|
-54,358
|
-30%
|
|
|
23
|
Trilogy Capital
Irvine,
California
|
$3.84M
|
+$1.35M
|
+41,593
|
+53%
|
|
|
24
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$3.55M
|
+$765K
|
+23,615
|
+28%
|
|
|
25
|
RDA Financial Network
Akron,
Iowa
|
$3.27M
|
+$101K
|
+3,107
|
+3%
|
|
