|
1
|
Cerity Partners OCIO
New York
|
$106M
|
-$698K
|
-10,929
|
-0.6%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$76.5M
|
–
|
–
|
–
|
|
|
3
|
Trilogy Capital
Irvine,
California
|
$20.1M
|
+$328K
|
+5,138
|
+2%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$17.5M
|
-$542K
|
-8,493
|
-3%
|
|
|
5
|
EWG Elevate
Roseville,
California
|
$1.46M
|
+$23K
|
+360
|
+1%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.37M
|
+$1.11M
|
+17,356
|
+270%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$385K
|
+$14.4K
|
+225
|
+3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$334K
|
+$356K
|
+5,569
|
+2,615%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$212K
|
-$167K
|
-2,608
|
-42%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$198K
|
+$93.5K
|
+1,465
|
+74%
|
|
|
11
|
Horan Securities
Cincinnati,
United States
|
$173K
|
+$128
|
+2
|
+0.1%
|
|
|
12
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$65K
|
+$72K
|
+1,127
|
New
|
|
|
13
|
|
$42K
|
–
|
–
|
–
|
|
|
14
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$27K
|
–
|
–
|
–
|
|
|
15
|
Parallel Advisors
San Francisco,
California
|
$9K
|
+$10.2K
|
+160
|
New
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$8K
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$7K
|
-$915K
|
-14,327
|
-99%
|
|
|
18
|
|
$6K
|
+$6.51K
|
+102
|
New
|
|
|
19
|
Bogart Wealth LLC
Mclean,
Virginia
|
$3K
|
–
|
–
|
–
|
|
|
20
|
|
–
|
-$2.35M
|
-38,855
|
Closed
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$285K
|
-4,715
|
Closed
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$258K
|
-4,267
|
Closed
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$200K
|
-3,315
|
Closed
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$3K
|
-2,991
|
Closed
|
|
|
25
|
First Command Advisory Services
Fort Worth,
Texas
|
–
|
-$2K
|
-27
|
Closed
|
|
