|
1
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$152M
|
+$10.4M
|
+472,740
|
+7%
|
|
|
2
|
Cerity Partners OCIO
New York
|
$98.3M
|
+$11M
|
+496,435
|
+12%
|
|
|
3
|
|
$42.7M
|
-$1.45M
|
-65,826
|
-3%
|
|
|
4
|
Checchi Capital Advisers
Beverly Hills,
California
|
$30M
|
-$52.3M
|
-2,368,530
|
-63%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.1M
|
+$10.3M
|
+464,723
|
+70%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$20.2M
|
-$241K
|
-10,931
|
-1%
|
|
|
7
|
Financial Engines Advisors
Santa Clara,
California
|
$11.5M
|
+$479K
|
+21,723
|
+4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$11.3M
|
-$130K
|
-5,909
|
-1%
|
|
|
9
|
Ackerman Capital Advisors
Dallas,
Texas
|
$8.83M
|
+$9.11M
|
+412,910
|
New
|
|
|
10
|
Leuthold Group
Minneapolis,
Minnesota
|
$8.44M
|
-$349K
|
-15,803
|
-4%
|
|
|
11
|
|
$7.93M
|
+$3.91M
|
+177,160
|
+91%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.68M
|
+$70.3K
|
+3,187
|
+0.9%
|
|
|
13
|
Net Worth Advisory Group
Sandy,
Utah
|
$7.45M
|
-$304K
|
-13,773
|
-4%
|
|
|
14
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$7.35M
|
-$229K
|
-10,354
|
-3%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$5.83M
|
+$2.51M
|
+113,745
|
+72%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$5.1M
|
-$506K
|
-22,934
|
-9%
|
|
|
17
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.05M
|
-$399K
|
-18,073
|
-7%
|
|
|
18
|
Tectonic Advisors
Frisco,
Texas
|
$4.91M
|
–
|
–
|
–
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$4.69M
|
+$362K
|
+16,407
|
+8%
|
|
|
20
|
Avantax Advisory Services
Dallas,
Texas
|
$4.31M
|
+$4.45M
|
+201,544
|
New
|
|
|
21
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$4.14M
|
-$8.76M
|
-396,782
|
-67%
|
|
|
22
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.93M
|
+$1.13M
|
+51,155
|
+39%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$3.74M
|
-$283K
|
-12,815
|
-7%
|
|
|
24
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$3.7M
|
–
|
–
|
–
|
|
|
25
|
Upper Left Wealth Management
Tampa,
Florida
|
$2.85M
|
+$97.6K
|
+4,424
|
+3%
|
|
