|
1
|
Cerity Partners OCIO
New York
|
$18.2M
|
+$4M
|
+148,985
|
+29%
|
|
|
2
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$14.2M
|
+$13.6M
|
+508,222
|
New
|
|
|
3
|
Lazard Asset Management
New York
|
$11.1M
|
–
|
–
|
–
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.26M
|
-$27.7K
|
-1,033
|
-0.3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.19M
|
+$7.88M
|
+293,945
|
New
|
|
|
6
|
Gradient Investments
Arden Hills,
Minnesota
|
$7.97M
|
+$2.18M
|
+81,185
|
+40%
|
|
|
7
|
Cardan Capital Partners
Denver,
Colorado
|
$7.2M
|
+$285K
|
+10,613
|
+4%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$5.11M
|
+$1.92M
|
+71,742
|
+64%
|
|
|
9
|
|
$5.07M
|
+$227K
|
+8,470
|
+5%
|
|
|
10
|
Flow Traders U.S.
New York
|
$3.52M
|
+$3.39M
|
+126,539
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$3.1M
|
+$1.23M
|
+45,774
|
+69%
|
|
|
12
|
Atria Investments
Charlotte,
North Carolina
|
$3.07M
|
+$2.96M
|
+110,175
|
New
|
|
|
13
|
|
$2.35M
|
+$851K
|
+31,722
|
+60%
|
|
|
14
|
|
$2.1M
|
-$12M
|
-447,568
|
-86%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.14M
|
+$1.11M
|
+41,301
|
New
|
|
|
16
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$930K
|
+$895K
|
+33,376
|
New
|
|
|
17
|
Virtu KCG Holdings
New York
|
$505K
|
+$487K
|
+18,140
|
New
|
|
|
18
|
Nationwide Fund Advisors
Columbus,
Ohio
|
$408K
|
+$2.68K
|
+100
|
+0.7%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$377K
|
+$281K
|
+10,458
|
+338%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$255K
|
+$242K
|
+9,026
|
+7,715%
|
|
|
21
|
MSI Financial Services
Springfield,
Massachusetts
|
$245K
|
-$115K
|
-4,273
|
-33%
|
|
|
22
|
CWH Capital Management
Spokane,
Washington
|
$244K
|
+$235K
|
+8,755
|
New
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$188K
|
+$8.29K
|
+309
|
+5%
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$83K
|
+$81.4K
|
+3,035
|
New
|
|
|
25
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$36.9K
|
+$35.6K
|
+1,326
|
New
|
|
