|
1
|
Cerity Partners OCIO
New York
|
$156M
|
-$7.74M
|
-343,968
|
-5%
|
|
|
2
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$143M
|
+$147M
|
+6,516,641
|
New
|
|
|
3
|
|
$70.8M
|
+$2.89M
|
+128,321
|
+4%
|
|
|
4
|
|
$64M
|
+$55.4M
|
+2,458,679
|
+536%
|
|
|
5
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$56.1M
|
-$4.55M
|
-202,186
|
-7%
|
|
|
6
|
Checchi Capital Advisers
Beverly Hills,
California
|
$31.5M
|
-$2.22M
|
-98,519
|
-6%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$29.6M
|
+$5.65M
|
+250,998
|
+23%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$24.1M
|
+$24.4M
|
+1,081,854
|
+7,580%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$19M
|
-$1.3M
|
-57,916
|
-6%
|
|
|
10
|
Leuthold Group
Minneapolis,
Minnesota
|
$18.2M
|
-$84.5K
|
-3,754
|
-0.5%
|
|
|
11
|
Tectonic Advisors
Frisco,
Texas
|
$16.3M
|
+$3.6M
|
+159,900
|
+27%
|
|
|
12
|
Gould Asset Management
Claremont,
California
|
$15.9M
|
+$1.02M
|
+45,277
|
+7%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$11.7M
|
+$1.81M
|
+80,475
|
+18%
|
|
|
14
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$10.7M
|
+$575K
|
+25,557
|
+6%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$9.83M
|
+$490K
|
+21,758
|
+5%
|
|
|
16
|
|
$9.78M
|
-$10.1K
|
-448
|
-0.1%
|
|
|
17
|
FLC Capital Advisors
Palm Desert,
California
|
$9.46M
|
-$70.2K
|
-3,116
|
-0.7%
|
|
|
18
|
Net Worth Advisory Group
Sandy,
Utah
|
$8.59M
|
+$243K
|
+10,786
|
+3%
|
|
|
19
|
WealthShield Partners
Cary,
North Carolina
|
$8.53M
|
+$787K
|
+34,954
|
+10%
|
|
|
20
|
Financial Engines Advisors
Santa Clara,
California
|
$8.21M
|
-$520K
|
-23,080
|
-6%
|
|
|
21
|
|
$7.63M
|
+$7.35M
|
+326,656
|
+1,334%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$7.52M
|
+$2.65M
|
+117,525
|
+52%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.06M
|
-$58.8K
|
-2,612
|
-0.8%
|
|
|
24
|
Ackerman Capital Advisors
Dallas,
Texas
|
$7.05M
|
+$481K
|
+21,382
|
+7%
|
|
|
25
|
Upper Left Wealth Management
Tampa,
Florida
|
$6.86M
|
+$1.03M
|
+45,670
|
+17%
|
|
