|
1
|
Cerity Partners OCIO
New York
|
$17.6M
|
+$1.87M
|
+65,017
|
+12%
|
|
|
2
|
Trilogy Capital
Irvine,
California
|
$4.05M
|
+$17.5K
|
+608
|
+0.4%
|
|
|
3
|
Evensky & Katz
Coral Gables,
Florida
|
$3.2M
|
+$4.64K
|
+161
|
+0.1%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.51M
|
-$871K
|
-30,223
|
-26%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.04M
|
-$11.4K
|
-395
|
-0.6%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.68M
|
-$172K
|
-5,964
|
-9%
|
|
|
7
|
Flow Traders U.S.
New York
|
$1.65M
|
-$576K
|
-19,974
|
-26%
|
|
|
8
|
|
$1.38M
|
+$1.37M
|
+47,554
|
New
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$1.1M
|
+$116K
|
+4,017
|
+12%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.09M
|
+$112K
|
+3,884
|
+12%
|
|
|
11
|
Pinnacle Associates
New York
|
$894K
|
+$41.8K
|
+1,450
|
+5%
|
|
|
12
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$863K
|
+$41.8K
|
+1,450
|
+5%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$842K
|
+$686K
|
+23,786
|
+465%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$783K
|
+$173
|
+6
|
+0%
|
|
|
15
|
RHS Financial
San Francisco,
California
|
$743K
|
+$53.1K
|
+1,841
|
+8%
|
|
|
16
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$712K
|
–
|
–
|
–
|
|
|
17
|
SYM Financial Corp
Winona Lake,
Indiana
|
$582K
|
+$50K
|
+1,736
|
+9%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$507K
|
+$12K
|
+417
|
+2%
|
|
|
19
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$394K
|
+$4.73K
|
+164
|
+1%
|
|
|
20
|
|
$338K
|
+$337K
|
+11,687
|
New
|
|
|
21
|
Well Done LLC
Holland,
Michigan
|
$296K
|
+$19K
|
+660
|
+7%
|
|
|
22
|
Bank of New York Mellon
New York
|
$212K
|
–
|
–
|
–
|
|
|
23
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$111K
|
+$36K
|
+1,250
|
+48%
|
|
|
24
|
Next Financial Group
Houston,
Texas
|
$65K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$55K
|
-$231
|
-8
|
-0.4%
|
|
