|
1
|
Cerity Partners OCIO
New York
|
$107M
|
-$4.99M
|
-91,139
|
-5%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$103M
|
-$4.48M
|
-81,918
|
-5%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
$27.5M
|
–
|
–
|
–
|
|
|
4
|
Trilogy Capital
Irvine,
California
|
$23.6M
|
-$615K
|
-11,239
|
-3%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$23.3M
|
-$7.57M
|
-138,348
|
-26%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.28M
|
+$3.01M
|
+55,000
|
New
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.8M
|
+$1.65M
|
+30,169
|
New
|
|
|
8
|
EWG Elevate
Roseville,
California
|
$980K
|
+$67.8K
|
+1,238
|
+8%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$678K
|
-$1.44M
|
-26,396
|
-70%
|
|
|
10
|
|
$493K
|
–
|
–
|
–
|
|
|
11
|
Horan Securities
Cincinnati,
United States
|
$480K
|
+$190K
|
+3,474
|
+76%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$148K
|
-$35.5K
|
-649
|
-21%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$52K
|
–
|
–
|
–
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$25K
|
+$22.6K
|
+412
|
New
|
|
|
15
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$16K
|
–
|
–
|
–
|
|
|
16
|
|
$3K
|
-$5.69K
|
-104
|
-70%
|
|
|
17
|
Summit Wealth Partners
Orlando,
Florida
|
–
|
-$571K
|
-11,719
|
Closed
|
|
|
18
|
Horan Capital Advisors
Cincinnati,
Ohio
|
–
|
-$230K
|
-4,719
|
Closed
|
|
|
19
|
|
–
|
-$26K
|
-526
|
Closed
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$10K
|
-205
|
Closed
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$1K
|
-34
|
Closed
|
|
