|
1
|
Cerity Partners OCIO
New York
|
$18.7M
|
+$1.32M
|
+46,112
|
+8%
|
|
|
2
|
Trilogy Capital
Irvine,
California
|
$3.95M
|
-$23.9K
|
-835
|
-0.6%
|
|
|
3
|
Evensky & Katz
Coral Gables,
Florida
|
$3.16M
|
+$29
|
+1
|
+0%
|
|
|
4
|
Flow Traders U.S.
New York
|
$2.13M
|
+$496K
|
+17,363
|
+30%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.94M
|
-$79.8K
|
-2,792
|
-4%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.68M
|
+$24.4K
|
+853
|
+1%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.59M
|
-$883K
|
-30,893
|
-36%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.43M
|
+$350K
|
+12,261
|
+33%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$1.39M
|
+$295K
|
+10,342
|
+27%
|
|
|
10
|
|
$1.36M
|
–
|
–
|
–
|
|
|
11
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$1.29M
|
+$1.29M
|
+45,000
|
New
|
|
|
12
|
|
$1.13M
|
+$798K
|
+27,929
|
+239%
|
|
|
13
|
Pinnacle Associates
New York
|
$1.01M
|
+$131K
|
+4,590
|
+15%
|
|
|
14
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$983K
|
+$131K
|
+4,590
|
+15%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$950K
|
+$125K
|
+4,358
|
+15%
|
|
|
16
|
RHS Financial
San Francisco,
California
|
$934K
|
+$201K
|
+7,023
|
+27%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$784K
|
+$11.1K
|
+389
|
+1%
|
|
|
18
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$716K
|
–
|
–
|
–
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$598K
|
+$97.8K
|
+3,422
|
+20%
|
|
|
20
|
SYM Financial Corp
Winona Lake,
Indiana
|
$518K
|
-$57K
|
-1,996
|
-10%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$464K
|
+$464K
|
+16,248
|
New
|
|
|
22
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$334K
|
-$54.2K
|
-1,898
|
-14%
|
|
|
23
|
Well Done LLC
Holland,
Michigan
|
$306K
|
+$14.3K
|
+500
|
+5%
|
|
|
24
|
Bank of New York Mellon
New York
|
$209K
|
–
|
–
|
–
|
|
|
25
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$93K
|
+$93.4K
|
+3,268
|
New
|
|
