|
1
|
Cerity Partners OCIO
New York
|
$167M
|
-$5.77M
|
-254,864
|
-3%
|
|
|
2
|
|
$69.7M
|
+$6.16M
|
+271,894
|
+10%
|
|
|
3
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$62.2M
|
-$63M
|
-2,782,708
|
-50%
|
|
|
4
|
Checchi Capital Advisers
Beverly Hills,
California
|
$34.5M
|
-$3.18M
|
-140,566
|
-8%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$24.8M
|
+$2.33M
|
+102,707
|
+10%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.9M
|
+$5.78M
|
+255,263
|
+38%
|
|
|
7
|
Leuthold Group
Minneapolis,
Minnesota
|
$18.8M
|
-$116K
|
-5,140
|
-0.6%
|
|
|
8
|
Gould Asset Management
Claremont,
California
|
$15.3M
|
+$2.73M
|
+120,706
|
+22%
|
|
|
9
|
|
$14.1M
|
+$13.5M
|
+597,727
|
+2,120%
|
|
|
10
|
Tectonic Advisors
Frisco,
Texas
|
$13.2M
|
+$973K
|
+43,000
|
+8%
|
|
|
11
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$10.4M
|
+$1.38M
|
+60,919
|
+15%
|
|
|
12
|
|
$10.3M
|
-$30M
|
-1,325,893
|
-74%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$10.2M
|
-$2.21M
|
-97,601
|
-18%
|
|
|
14
|
|
$10M
|
-$74.7M
|
-3,299,670
|
-88%
|
|
|
15
|
FLC Capital Advisors
Palm Desert,
California
|
$9.78M
|
+$536K
|
+23,664
|
+6%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$9.6M
|
-$80.1K
|
-3,540
|
-0.8%
|
|
|
17
|
Financial Engines Advisors
Santa Clara,
California
|
$8.95M
|
+$120K
|
+5,294
|
+1%
|
|
|
18
|
Net Worth Advisory Group
Sandy,
Utah
|
$8.58M
|
+$1.03M
|
+45,404
|
+14%
|
|
|
19
|
WealthShield Partners
Cary,
North Carolina
|
$7.97M
|
+$7.79M
|
+344,314
|
+3,709%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.3M
|
-$4.37K
|
-193
|
-0.1%
|
|
|
21
|
Ackerman Capital Advisors
Dallas,
Texas
|
$6.75M
|
+$6.56M
|
+289,677
|
+2,911%
|
|
|
22
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$6.53M
|
-$10.4M
|
-459,371
|
-61%
|
|
|
23
|
rebel Financial
Groveport,
Ohio
|
$6.3M
|
+$6.33M
|
+279,541
|
New
|
|
|
24
|
Upper Left Wealth Management
Tampa,
Florida
|
$6.01M
|
+$625K
|
+27,620
|
+12%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.78M
|
-$3.87M
|
-171,059
|
-40%
|
|
