|
1
|
Cerity Partners OCIO
New York
|
$128M
|
+$4.71M
|
+67,950
|
+4%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$78.8M
|
+$684K
|
+9,871
|
+0.8%
|
|
|
3
|
Trilogy Capital
Irvine,
California
|
$23.9M
|
+$1.24M
|
+17,859
|
+6%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$23.1M
|
+$1.57M
|
+22,693
|
+7%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.41M
|
+$3.29M
|
+47,451
|
+4,759%
|
|
|
6
|
EWG Elevate
Roseville,
California
|
$1.28M
|
+$20.6K
|
+297
|
+2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$560K
|
-$27.2K
|
-393
|
-5%
|
|
|
8
|
|
$450K
|
+$443K
|
+6,395
|
New
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$300K
|
+$832
|
+12
|
+0.3%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$275K
|
-$118K
|
-1,698
|
-30%
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$233K
|
–
|
–
|
–
|
|
|
12
|
Horan Securities
Cincinnati,
United States
|
$166K
|
+$277
|
+4
|
+0.2%
|
|
|
13
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$115K
|
+$114K
|
+1,639
|
New
|
|
|
14
|
|
$51K
|
-$693
|
-10
|
-1%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$35K
|
-$25.7K
|
-371
|
-43%
|
|
|
16
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$33K
|
–
|
–
|
–
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$9K
|
–
|
–
|
–
|
|
|
18
|
Bogart Wealth LLC
Mclean,
Virginia
|
$4K
|
-$69
|
-1
|
-2%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$1K
|
-$38.7K
|
-558
|
-98%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$328K
|
-4,458
|
Closed
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
–
|
+$69
|
+1
|
New
|
|
