|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$48.9M
|
-$2.07M
|
-71,538
|
-4%
|
|
|
2
|
Cerity Partners OCIO
New York
|
$46.5M
|
+$1.93M
|
+66,679
|
+4%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$44.7M
|
+$5.72M
|
+197,830
|
+15%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$42.4M
|
-$57.4M
|
-1,985,682
|
-58%
|
|
|
5
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$38.5M
|
-$55.4M
|
-1,914,988
|
-59%
|
|
|
6
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$37.5M
|
+$6.21M
|
+214,682
|
+20%
|
|
|
7
|
|
$23.1M
|
-$3.23M
|
-111,664
|
-12%
|
|
|
8
|
Peak Capital Management
Greenwood Village,
Colorado
|
$21.4M
|
+$7.08M
|
+244,927
|
+48%
|
|
|
9
|
Trilogy Capital
Irvine,
California
|
$15.5M
|
+$403K
|
+13,925
|
+3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$15.3M
|
+$120K
|
+4,167
|
+0.8%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$15.3M
|
+$888K
|
+30,719
|
+6%
|
|
|
12
|
Credit Suisse
Zurich,
Switzerland
|
$14.4M
|
–
|
–
|
–
|
|
|
13
|
Oxford Financial Group
Carmel,
Indiana
|
$14.3M
|
+$874K
|
+30,213
|
+7%
|
|
|
14
|
Donoghue Forlines
Boston,
Massachusetts
|
$14.2M
|
-$6.65M
|
-230,095
|
-32%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14M
|
-$144K
|
-4,993
|
-1%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13.2M
|
+$1.81M
|
+62,710
|
+16%
|
|
|
17
|
RWA Wealth Partners
Newton,
Massachusetts
|
$12M
|
-$2.62M
|
-90,579
|
-18%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$11.2M
|
+$150K
|
+5,204
|
+1%
|
|
|
19
|
Geneos Wealth Management
Englewood,
Colorado
|
$8.9M
|
+$155K
|
+5,361
|
+2%
|
|
|
20
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$8.01M
|
+$1.61M
|
+55,788
|
+25%
|
|
|
21
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$7.93M
|
+$61K
|
+2,111
|
+0.8%
|
|
|
22
|
|
$6.46M
|
+$1.47M
|
+50,781
|
+30%
|
|
|
23
|
BTS Asset Management
Lincoln,
Massachusetts
|
$5.83M
|
-$1.6M
|
-55,382
|
-22%
|
|
|
24
|
Global Financial Private Capital
Sarasota,
Florida
|
$5.4M
|
-$256K
|
-8,859
|
-5%
|
|
|
25
|
Cardan Capital Partners
Denver,
Colorado
|
$4.95M
|
-$51.6K
|
-1,786
|
-1%
|
|
