|
1
|
Cerity Partners OCIO
New York
|
$177M
|
-$6.84M
|
-297,424
|
-4%
|
|
|
2
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$127M
|
-$35.8M
|
-1,557,509
|
-22%
|
|
|
3
|
|
$86.1M
|
-$189K
|
-8,213
|
-0.2%
|
|
|
4
|
|
$64.9M
|
+$4.56M
|
+198,095
|
+8%
|
|
|
5
|
|
$41.1M
|
+$28.1M
|
+1,219,532
|
+216%
|
|
|
6
|
Checchi Capital Advisers
Beverly Hills,
California
|
$38.5M
|
+$1.04M
|
+45,290
|
+3%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$22.9M
|
+$4.38M
|
+190,360
|
+24%
|
|
|
8
|
Leuthold Group
Minneapolis,
Minnesota
|
$19.3M
|
-$25.6K
|
-1,113
|
-0.1%
|
|
|
9
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$17.2M
|
+$1.98M
|
+86,275
|
+13%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.4M
|
-$3.35M
|
-145,662
|
-18%
|
|
|
11
|
Gould Asset Management
Claremont,
California
|
$12.8M
|
+$12.8M
|
+557,405
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$12.7M
|
+$1.42M
|
+61,673
|
+13%
|
|
|
13
|
Tectonic Advisors
Frisco,
Texas
|
$12.5M
|
+$2.28M
|
+99,000
|
+22%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$9.89M
|
+$654K
|
+28,444
|
+7%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.83M
|
-$406K
|
-17,633
|
-4%
|
|
|
16
|
FLC Capital Advisors
Palm Desert,
California
|
$9.44M
|
+$414K
|
+17,982
|
+5%
|
|
|
17
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$9.18M
|
+$4.46M
|
+194,021
|
+94%
|
|
|
18
|
Financial Engines Advisors
Santa Clara,
California
|
$9.01M
|
-$261K
|
-11,351
|
-3%
|
|
|
19
|
Blueprint Financial Advisors
Greensboto,
North Carolina
|
$8.25M
|
+$1.48M
|
+64,143
|
+22%
|
|
|
20
|
Net Worth Advisory Group
Sandy,
Utah
|
$7.71M
|
-$979K
|
-42,541
|
-11%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.46M
|
-$531K
|
-23,079
|
-7%
|
|
|
22
|
rebel Financial
Groveport,
Ohio
|
$6.31M
|
-$6.16M
|
-267,556
|
Closed
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$5.56M
|
-$366K
|
-15,924
|
-6%
|
|
|
24
|
Upper Left Wealth Management
Tampa,
Florida
|
$5.5M
|
+$295K
|
+12,828
|
+6%
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.47M
|
+$4.36M
|
+189,561
|
+394%
|
|
