|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$181M
|
+$15.4M
|
+363,180
|
+8%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$181M
|
+$23.2M
|
+546,777
|
+13%
|
|
|
3
|
Cerity Partners OCIO
New York
|
$72.8M
|
+$2.25M
|
+53,129
|
+3%
|
|
|
4
|
Strategic Financial Services
Utica,
New York
|
$58M
|
+$3.79M
|
+89,345
|
+6%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$46.8M
|
-$14.3M
|
-337,011
|
-22%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27.7M
|
-$19.3M
|
-454,843
|
-39%
|
|
|
7
|
Elo Mutual Pension Insurance
Espoo,
Finland
|
$18.2M
|
–
|
–
|
–
|
|
|
8
|
Armbruster Capital Management
Pittsford,
New York
|
$16.8M
|
+$1.97M
|
+46,423
|
+12%
|
|
|
9
|
Meridian Management
Little Rock,
Arkansas
|
$16.3M
|
+$1.7M
|
+40,019
|
+10%
|
|
|
10
|
Trilogy Capital
Irvine,
California
|
$14.8M
|
+$403K
|
+9,496
|
+3%
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$14.1M
|
-$163K
|
-3,845
|
-1%
|
|
|
12
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$12.5M
|
+$844K
|
+19,896
|
+7%
|
|
|
13
|
Intelligence Driven Advisers
Carlsbad,
California
|
$9.55M
|
-$2.11M
|
-49,664
|
-17%
|
|
|
14
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$9.25M
|
-$218K
|
-5,137
|
-2%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.77M
|
+$266K
|
+6,261
|
+3%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$7.57M
|
-$34.3M
|
-807,646
|
-80%
|
|
|
17
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$7.54M
|
-$816K
|
-19,250
|
-9%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$6.79M
|
+$6.9M
|
+162,649
|
+1,134%
|
|
|
19
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6.3M
|
-$290K
|
-6,834
|
-4%
|
|
|
20
|
Wade Financial Advisory
Campbell,
California
|
$6.29M
|
+$977K
|
+23,031
|
+16%
|
|
|
21
|
Callan Capital
La Jolla,
California
|
$5.67M
|
+$1.51M
|
+35,643
|
+32%
|
|
|
22
|
Pure Financial Advisors
San Diego,
California
|
$5.6M
|
+$1.66M
|
+39,155
|
+37%
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$4.62M
|
+$2.02M
|
+47,710
|
+66%
|
|
|
24
|
|
$4.42M
|
-$8.82M
|
-207,852
|
-64%
|
|
|
25
|
RHS Financial
San Francisco,
California
|
$4.28M
|
-$58.1K
|
-1,370
|
-1%
|
|
