|
1
|
Cerity Partners OCIO
New York
|
$12.1M
|
+$13.2M
|
+468,802
|
New
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$4.37M
|
+$4.75M
|
+168,936
|
New
|
|
|
3
|
Trilogy Capital
Irvine,
California
|
$3.68M
|
+$4M
|
+142,202
|
New
|
|
|
4
|
Evensky & Katz
Coral Gables,
Florida
|
$2.88M
|
+$3.13M
|
+111,464
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.38M
|
+$2.14M
|
+76,198
|
+480%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.36M
|
+$1.69M
|
+60,203
|
+195%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.32M
|
-$1.01M
|
-35,773
|
-29%
|
|
|
8
|
Flow Traders U.S.
New York
|
$2.11M
|
+$977K
|
+34,751
|
+74%
|
|
|
9
|
Bank of New York Mellon
New York
|
$1.87M
|
+$2.03M
|
+72,192
|
New
|
|
|
10
|
SYM Financial Corp
Winona Lake,
Indiana
|
$1.68M
|
+$1.75M
|
+62,143
|
+2,264%
|
|
|
11
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$930K
|
+$958K
|
+34,066
|
New
|
|
|
12
|
|
$772K
|
+$839K
|
+29,852
|
New
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$751K
|
+$816K
|
+29,036
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$692K
|
-$72.4K
|
-2,575
|
-9%
|
|
|
15
|
Pinnacle Associates
New York
|
$674K
|
+$733K
|
+26,060
|
New
|
|
|
16
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$674K
|
+$733K
|
+26,060
|
New
|
|
|
17
|
RHS Financial
San Francisco,
California
|
$660K
|
+$717K
|
+25,503
|
New
|
|
|
18
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$394K
|
+$428K
|
+15,223
|
New
|
|
|
19
|
Well Done LLC
Holland,
Michigan
|
$237K
|
+$36.8K
|
+1,311
|
+17%
|
|
|
20
|
Claybrook Capital
Wellesley,
Massachusetts
|
$237K
|
+$258K
|
+9,169
|
New
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$121K
|
+$44.1K
|
+1,569
|
+50%
|
|
|
22
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$62K
|
–
|
–
|
–
|
|
|
23
|
Next Financial Group
Houston,
Texas
|
$58K
|
–
|
–
|
–
|
|
|
24
|
First Horizon Advisors
Memphis,
Tennessee
|
$40K
|
–
|
–
|
–
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$3K
|
-$661K
|
-23,518
|
-99%
|
|
