|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.8M
|
+$21.2M
|
+737,882
|
+183%
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$23.3M
|
+$15.1M
|
+523,331
|
+181%
|
|
|
3
|
Cerity Partners OCIO
New York
|
$22.5M
|
+$317K
|
+11,006
|
+1%
|
|
|
4
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$19.4M
|
+$447K
|
+15,532
|
+2%
|
|
|
5
|
Mather Group
Chicago,
Illinois
|
$17M
|
+$17M
|
+589,421
|
New
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$16M
|
+$16M
|
+554,415
|
New
|
|
|
7
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$11.9M
|
-$1.54M
|
-53,377
|
-11%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$10.4M
|
+$2.14M
|
+74,272
|
+26%
|
|
|
9
|
Weatherstone Capital Management
Denver,
Colorado
|
$10.3M
|
+$4.37M
|
+151,895
|
+74%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$8.62M
|
+$2.57M
|
+89,287
|
+43%
|
|
|
11
|
Manifold Partners
San Francisco,
California
|
$8.41M
|
+$8.41M
|
+292,160
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$7.98M
|
+$4.04M
|
+140,193
|
+102%
|
|
|
13
|
Value Monitoring
Menlo Park,
California
|
$7.77M
|
+$7.77M
|
+270,000
|
New
|
|
|
14
|
Cardan Capital Partners
Denver,
Colorado
|
$7.61M
|
-$950
|
-33
|
-0%
|
|
|
15
|
Gradient Investments
Arden Hills,
Minnesota
|
$7.39M
|
+$692K
|
+24,029
|
+10%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$7.22M
|
+$7.23M
|
+251,046
|
New
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.17M
|
+$7.18M
|
+249,314
|
New
|
|
|
18
|
Atria Investments
Charlotte,
North Carolina
|
$6.68M
|
+$6.68M
|
+232,107
|
New
|
|
|
19
|
|
$6M
|
-$416K
|
-14,458
|
-6%
|
|
|
20
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$5.9M
|
+$5.9M
|
+204,869
|
New
|
|
|
21
|
Stadion Money Management
Watkinsville,
Georgia
|
$4.21M
|
+$237K
|
+8,225
|
+6%
|
|
|
22
|
Lazard Asset Management
New York
|
$3.65M
|
–
|
–
|
–
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.54M
|
+$1.43M
|
+49,535
|
+67%
|
|
|
24
|
Bluefin Capital Management
New York
|
$3.32M
|
+$3.32M
|
+115,498
|
New
|
|
|
25
|
Arrow Investment Advisors
Laurel,
Maryland
|
$2.69M
|
+$2.69M
|
+93,364
|
New
|
|
