|
1
|
Cerity Partners OCIO
New York
|
$111M
|
+$1.48M
|
+22,777
|
+1%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$80M
|
+$7.47M
|
+114,803
|
+9%
|
|
|
3
|
Trilogy Capital
Irvine,
California
|
$20.7M
|
+$188K
|
+2,882
|
+0.8%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$18.8M
|
-$1.07M
|
-16,456
|
-5%
|
|
|
5
|
|
$2.35M
|
+$2.11M
|
+32,460
|
+508%
|
|
|
6
|
EWG Elevate
Roseville,
California
|
$1.51M
|
+$440K
|
+6,756
|
+37%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$872K
|
-$2.21M
|
-33,994
|
-70%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$389K
|
-$99.6K
|
-1,530
|
-19%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$388K
|
+$418K
|
+6,423
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$379K
|
+$409K
|
+6,277
|
New
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$285K
|
+$52.7K
|
+810
|
+21%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$258K
|
+$260
|
+4
|
+0.1%
|
|
|
13
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$200K
|
–
|
–
|
–
|
|
|
14
|
Horan Securities
Cincinnati,
United States
|
$184K
|
+$41.1K
|
+632
|
+27%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$120K
|
+$96.2K
|
+1,478
|
+296%
|
|
|
16
|
|
$44K
|
–
|
–
|
–
|
|
|
17
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$28K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$13K
|
+$13K
|
+200
|
+1,538%
|
|
|
19
|
Geneos Wealth Management
Englewood,
Colorado
|
$8K
|
–
|
–
|
–
|
|
|
20
|
Bogart Wealth LLC
Mclean,
Virginia
|
$4K
|
+$65
|
+1
|
+2%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3K
|
+$195K
|
+2,991
|
New
|
|
|
22
|
First Command Advisory Services
Fort Worth,
Texas
|
$2K
|
+$1.76K
|
+27
|
New
|
|
|
23
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
–
|
-$115K
|
-1,639
|
Closed
|
|
