|
1
|
Victory Capital Management
San Antonio,
Texas
|
$83.5M
|
–
|
–
|
–
|
|
|
2
|
Cerity Partners OCIO
New York
|
$82.1M
|
-$33.5M
|
-528,645
|
-29%
|
|
|
3
|
Trilogy Capital
Irvine,
California
|
$14.4M
|
-$7.55M
|
-119,164
|
-34%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$12.8M
|
-$6.34M
|
-99,953
|
-33%
|
|
|
5
|
EWG Elevate
Roseville,
California
|
$1.72M
|
+$127K
|
+2,010
|
+8%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.71M
|
+$209K
|
+3,290
|
+14%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$458K
|
+$38.5K
|
+608
|
+9%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$312K
|
+$81.8K
|
+1,291
|
+35%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$297K
|
-$67.3K
|
-1,061
|
-18%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$268K
|
+$51.7K
|
+816
|
+24%
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$215K
|
+$216K
|
+3,410
|
New
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$214K
|
+$215K
|
+3,393
|
New
|
|
|
13
|
Horan Securities
Cincinnati,
United States
|
$156K
|
-$33.2K
|
-524
|
-17%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$138K
|
+$131K
|
+2,061
|
+1,623%
|
|
|
15
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$56.1K
|
+$56.5K
|
+891
|
New
|
|
|
16
|
|
$45.4K
|
-$444
|
-7
|
-1%
|
|
|
17
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$29.7K
|
–
|
–
|
–
|
|
|
18
|
Parallel Advisors
San Francisco,
California
|
$10.1K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$6.49K
|
+$6.46K
|
+102
|
+10,200%
|
|
|
20
|
Bogart Wealth LLC
Mclean,
Virginia
|
$3.69K
|
–
|
–
|
–
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.58K
|
-$7.29K
|
-115
|
-82%
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$63
|
+$63
|
+1
|
New
|
|
|
23
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
–
|
-$65K
|
-1,127
|
Closed
|
|
|
24
|
|
–
|
-$6K
|
-102
|
Closed
|
|
