|
1
|
|
$154M
|
+$9.41M
|
+294,570
|
+6%
|
|
|
2
|
Fiduciary Trust
Boston,
Massachusetts
|
$154M
|
-$4.21M
|
-131,844
|
-3%
|
|
|
3
|
Cerity Partners OCIO
New York
|
$73M
|
-$1.17M
|
-36,703
|
-2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$9.9M
|
-$284K
|
-8,882
|
-3%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$7.74M
|
+$37.1K
|
+1,162
|
+0.5%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$5.81M
|
+$276K
|
+8,634
|
+5%
|
|
|
7
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$5.72M
|
+$690K
|
+21,581
|
+13%
|
|
|
8
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$5.7M
|
+$685K
|
+21,426
|
+13%
|
|
|
9
|
Rockefeller Capital Management
New York
|
$3.57M
|
+$87K
|
+2,721
|
+2%
|
|
|
10
|
Eastern Bank
Boston,
Massachusetts
|
$3.07M
|
+$621K
|
+19,439
|
+25%
|
|
|
11
|
Summit Trail Advisors
New York
|
$2.87M
|
+$102K
|
+3,205
|
+4%
|
|
|
12
|
SCS Capital Management
Boston,
Massachusetts
|
$2.62M
|
–
|
–
|
–
|
|
|
13
|
Arax Advisory Partners
Denver,
Colorado
|
$2.23M
|
+$79.4K
|
+2,483
|
+4%
|
|
|
14
|
Marshall Investment Management
Littleton,
Colorado
|
$2.06M
|
+$486K
|
+15,205
|
+30%
|
|
|
15
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$2M
|
+$2.05M
|
+64,012
|
New
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.92M
|
+$1.96M
|
+61,452
|
New
|
|
|
17
|
HBW Advisory Services
Simi Valley,
California
|
$1.63M
|
+$27.1K
|
+848
|
+2%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.54M
|
-$231K
|
-7,218
|
-13%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$1.3M
|
+$107K
|
+3,339
|
+9%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.24M
|
-$59.2K
|
-1,853
|
-4%
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.18M
|
-$79.3K
|
-2,482
|
-6%
|
|
|
22
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.06M
|
-$19K
|
-595
|
-2%
|
|
|
23
|
Signal Advisors Wealth
Detroit,
Michigan
|
$1M
|
+$1.02M
|
+32,040
|
New
|
|
|
24
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$963K
|
+$152K
|
+4,761
|
+18%
|
|
|
25
|
|
$917K
|
+$113K
|
+3,521
|
+14%
|
|
