|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$187M
|
+$18.2M
|
+398,634
|
+10%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$179M
|
+$19.6M
|
+428,777
|
+11%
|
|
|
3
|
Cerity Partners OCIO
New York
|
$79.1M
|
-$982K
|
-21,503
|
-1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$66.7M
|
-$10.1M
|
-220,363
|
-12%
|
|
|
5
|
Strategic Financial Services
Utica,
New York
|
$61M
|
-$425K
|
-9,310
|
-0.7%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$50.4M
|
-$2.93M
|
-64,065
|
-5%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$43.1M
|
-$1.66M
|
-36,285
|
-3%
|
|
|
8
|
Elo Mutual Pension Insurance
Espoo,
Finland
|
$20.4M
|
+$21.7M
|
+474,200
|
New
|
|
|
9
|
Armbruster Capital Management
Pittsford,
New York
|
$16.7M
|
+$1.04M
|
+22,840
|
+6%
|
|
|
10
|
Meridian Management
Little Rock,
Arkansas
|
$16.4M
|
-$358K
|
-7,836
|
-2%
|
|
|
11
|
Trilogy Capital
Irvine,
California
|
$16.1M
|
+$436K
|
+9,542
|
+3%
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$15.9M
|
+$1.05M
|
+23,068
|
+7%
|
|
|
13
|
|
$13.9M
|
+$13.3M
|
+291,144
|
+915%
|
|
|
14
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$13.1M
|
-$525K
|
-11,502
|
-4%
|
|
|
15
|
Intelligence Driven Advisers
Carlsbad,
California
|
$12.1M
|
+$6.49M
|
+142,024
|
+97%
|
|
|
16
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$10.6M
|
-$737K
|
-16,135
|
-6%
|
|
|
17
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$9.24M
|
-$222K
|
-4,861
|
-2%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.41M
|
+$774K
|
+16,959
|
+9%
|
|
|
19
|
Beacon Pointe Advisors
Newport Beach,
California
|
$7.33M
|
-$135K
|
-2,957
|
-2%
|
|
|
20
|
Wade Financial Advisory
Campbell,
California
|
$6.03M
|
+$894K
|
+19,581
|
+16%
|
|
|
21
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$5.35M
|
+$5.69M
|
+124,597
|
New
|
|
|
22
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$5.27M
|
+$282K
|
+6,172
|
+5%
|
|
|
23
|
RHS Financial
San Francisco,
California
|
$4.84M
|
+$945K
|
+20,705
|
+22%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.83M
|
+$5.14M
|
+112,654
|
New
|
|
|
25
|
Callan Capital
La Jolla,
California
|
$4.81M
|
-$1.47M
|
-32,087
|
-22%
|
|
