|
1
|
Cerity Partners OCIO
New York
|
$15.6M
|
+$2.1M
|
+74,647
|
+16%
|
|
|
2
|
Trilogy Capital
Irvine,
California
|
$3.99M
|
-$81K
|
-2,884
|
-2%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.35M
|
+$722K
|
+25,734
|
+28%
|
|
|
4
|
Evensky & Katz
Coral Gables,
Florida
|
$3.16M
|
-$32.6K
|
-1,163
|
-1%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$3.16M
|
-$1.65M
|
-58,676
|
-35%
|
|
|
6
|
Flow Traders U.S.
New York
|
$2.21M
|
-$128K
|
-4,553
|
-6%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2.03M
|
-$594K
|
-21,160
|
-23%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.83M
|
-$720K
|
-25,660
|
-29%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$977K
|
+$958K
|
+34,114
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$966K
|
+$132K
|
+4,713
|
+16%
|
|
|
11
|
Pinnacle Associates
New York
|
$842K
|
+$94.2K
|
+3,355
|
+13%
|
|
|
12
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$811K
|
+$64.1K
|
+2,285
|
+9%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$774K
|
+$7.89K
|
+281
|
+1%
|
|
|
14
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$718K
|
-$270K
|
-9,629
|
-28%
|
|
|
15
|
RHS Financial
San Francisco,
California
|
$681K
|
-$47.8K
|
-1,704
|
-7%
|
|
|
16
|
SYM Financial Corp
Winona Lake,
Indiana
|
$526K
|
-$1.31M
|
-46,515
|
-72%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$489K
|
+$479K
|
+17,079
|
New
|
|
|
18
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$384K
|
-$50.3K
|
-1,793
|
-12%
|
|
|
19
|
Well Done LLC
Holland,
Michigan
|
$274K
|
+$10.9K
|
+390
|
+4%
|
|
|
20
|
Bank of New York Mellon
New York
|
$210K
|
-$1.82M
|
-64,871
|
-90%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$146K
|
+$12.1K
|
+431
|
+9%
|
|
|
22
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$74K
|
+$5.31K
|
+189
|
+8%
|
|
|
23
|
Next Financial Group
Houston,
Texas
|
$64K
|
–
|
–
|
–
|
|
|
24
|
NEXT Financial Holdings
Houston,
Texas
|
$64K
|
+$63.2K
|
+2,250
|
New
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$54K
|
+$53.1K
|
+1,893
|
New
|
|
