|
1
|
Cerity Partners OCIO
New York
|
$169M
|
+$16M
|
+724,945
|
+10%
|
|
|
2
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$96.2M
|
-$45.9M
|
-2,081,388
|
-32%
|
|
|
3
|
|
$74.7M
|
+$4.84M
|
+219,593
|
+7%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$37.7M
|
-$18M
|
-816,541
|
-32%
|
|
|
5
|
Checchi Capital Advisers
Beverly Hills,
California
|
$31.4M
|
+$276K
|
+12,529
|
+0.9%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$27.2M
|
-$2.07M
|
-93,955
|
-7%
|
|
|
7
|
|
$21.7M
|
-$42.2M
|
-1,917,108
|
-66%
|
|
|
8
|
Gould Asset Management
Claremont,
California
|
$16.4M
|
+$700K
|
+31,754
|
+4%
|
|
|
9
|
Tectonic Advisors
Frisco,
Texas
|
$16.1M
|
–
|
–
|
–
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.1M
|
-$3.76M
|
-170,531
|
-20%
|
|
|
11
|
Leuthold Group
Minneapolis,
Minnesota
|
$11.5M
|
-$6.56M
|
-297,843
|
-36%
|
|
|
12
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$10.7M
|
+$200K
|
+9,060
|
+2%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$10.2M
|
-$1.4M
|
-63,762
|
-12%
|
|
|
14
|
|
$10.1M
|
+$471K
|
+21,391
|
+5%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$9.09M
|
-$631K
|
-28,655
|
-6%
|
|
|
16
|
Net Worth Advisory Group
Sandy,
Utah
|
$8.33M
|
-$156K
|
-7,067
|
-2%
|
|
|
17
|
Financial Engines Advisors
Santa Clara,
California
|
$7.81M
|
-$304K
|
-13,783
|
-4%
|
|
|
18
|
Ackerman Capital Advisors
Dallas,
Texas
|
$6.95M
|
-$13.5K
|
-613
|
-0.2%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.69M
|
-$283K
|
-12,848
|
-4%
|
|
|
20
|
Upper Left Wealth Management
Tampa,
Florida
|
$6.65M
|
-$127K
|
-5,778
|
-2%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$6.55M
|
-$893K
|
-40,522
|
-12%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.2M
|
-$48.4K
|
-2,196
|
-0.9%
|
|
|
23
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$5.1M
|
+$358K
|
+16,262
|
+7%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$5.06M
|
+$593K
|
+26,915
|
+13%
|
|
|
25
|
AllianceBernstein
Nashville,
Tennessee
|
$4.83M
|
+$4.84M
|
+219,917
|
New
|
|
