|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$212M
|
+$17.8M
|
+438,560
|
+9%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$211M
|
+$17.1M
|
+422,543
|
+9%
|
|
|
3
|
Cerity Partners OCIO
New York
|
$84.4M
|
+$6.52M
|
+160,860
|
+8%
|
|
|
4
|
Strategic Financial Services
Utica,
New York
|
$60.6M
|
-$1.42M
|
-35,072
|
-2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$45.2M
|
-$4.71M
|
-116,298
|
-10%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$28.9M
|
-$660K
|
-16,282
|
-2%
|
|
|
7
|
Elo Mutual Pension Insurance
Espoo,
Finland
|
$20.6M
|
+$1.08M
|
+26,560
|
+6%
|
|
|
8
|
Armbruster Capital Management
Pittsford,
New York
|
$17.5M
|
-$430K
|
-10,599
|
-2%
|
|
|
9
|
Trilogy Capital
Irvine,
California
|
$17.1M
|
+$1.29M
|
+31,822
|
+8%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$15.8M
|
+$8.45M
|
+208,475
|
+118%
|
|
|
11
|
Meridian Management
Little Rock,
Arkansas
|
$15.7M
|
-$1.59M
|
-39,305
|
-9%
|
|
|
12
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$13.1M
|
-$259K
|
-6,388
|
-2%
|
|
|
13
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$11.9M
|
-$3.07M
|
-75,639
|
-21%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.97M
|
+$1.66M
|
+40,921
|
+20%
|
|
|
15
|
Intelligence Driven Advisers
Carlsbad,
California
|
$9.89M
|
-$315K
|
-7,766
|
-3%
|
|
|
16
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$9.62M
|
-$262K
|
-6,468
|
-3%
|
|
|
17
|
Wade Financial Advisory
Campbell,
California
|
$7.09M
|
+$375K
|
+9,254
|
+6%
|
|
|
18
|
Beacon Pointe Advisors
Newport Beach,
California
|
$7.05M
|
+$315K
|
+7,774
|
+5%
|
|
|
19
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$6.91M
|
-$1.13M
|
-27,839
|
-14%
|
|
|
20
|
Pure Financial Advisors
San Diego,
California
|
$6.67M
|
+$674K
|
+16,615
|
+11%
|
|
|
21
|
Callan Capital
La Jolla,
California
|
$6.61M
|
+$549K
|
+13,534
|
+9%
|
|
|
22
|
Equitable Holdings
New York
|
$4.11M
|
+$171K
|
+4,215
|
+4%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$4.05M
|
-$3.98M
|
-98,195
|
-50%
|
|
|
24
|
Callan Family Office
Radnor,
Pennsylvania
|
$3.78M
|
+$3.74M
|
+92,196
|
New
|
|
|
25
|
|
$3.37M
|
+$558K
|
+13,758
|
+20%
|
|
