|
1
|
Cerity Partners OCIO
New York
|
$125M
|
+$2.45M
|
+34,914
|
+2%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$90.2M
|
-$32.5M
|
-462,818
|
-27%
|
|
|
3
|
Trilogy Capital
Irvine,
California
|
$25.6M
|
-$1.57M
|
-22,307
|
-6%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$22.2M
|
-$4M
|
-56,918
|
-16%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.97M
|
–
|
–
|
–
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$3.46M
|
+$32K
|
+456
|
+1%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.77M
|
-$138K
|
-1,961
|
-5%
|
|
|
8
|
EWG Elevate
Roseville,
California
|
$995K
|
-$52.7K
|
-751
|
-5%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$329K
|
+$320K
|
+4,551
|
New
|
|
|
10
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$240K
|
–
|
–
|
–
|
|
|
11
|
Horan Securities
Cincinnati,
United States
|
$180K
|
+$70
|
+1
|
+0%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$63K
|
–
|
–
|
–
|
|
|
13
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$19K
|
-$211
|
-3
|
-1%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$14K
|
-$19.4K
|
-277
|
-60%
|
|
|
15
|
|
$7K
|
+$7.02K
|
+100
|
New
|
|
|
16
|
United Services Automobile Association
San Antonio,
Texas
|
–
|
-$31.2M
|
-457,708
|
Closed
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
–
|
+$70
|
+1
|
New
|
|
