|
1
|
Cerity Partners OCIO
New York
|
$22.1M
|
+$1.72M
|
+57,307
|
+9%
|
|
|
2
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$8.18M
|
+$7.66M
|
+254,917
|
+7,800%
|
|
|
3
|
Trilogy Capital
Irvine,
California
|
$4.32M
|
-$72.2K
|
-2,403
|
-2%
|
|
|
4
|
Evensky & Katz
Coral Gables,
Florida
|
$3.32M
|
-$170K
|
-5,643
|
-5%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.69M
|
+$875K
|
+29,116
|
+52%
|
|
|
6
|
RHS Financial
San Francisco,
California
|
$1.78M
|
+$708K
|
+23,563
|
+72%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.69M
|
-$435K
|
-14,476
|
-21%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.66M
|
+$74.3K
|
+2,472
|
+5%
|
|
|
9
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$1.64M
|
+$1.56M
|
+51,844
|
New
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$1.61M
|
+$70.3K
|
+2,338
|
+5%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.6M
|
-$246K
|
-8,177
|
-14%
|
|
|
12
|
|
$1.51M
|
–
|
–
|
–
|
|
|
13
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$1.43M
|
–
|
–
|
–
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.3M
|
+$224K
|
+7,464
|
+22%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$1.26M
|
+$1.2M
|
+39,824
|
New
|
|
|
16
|
Pinnacle Associates
New York
|
$1.17M
|
+$41.6K
|
+1,385
|
+4%
|
|
|
17
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$1.12M
|
+$29.7K
|
+990
|
+3%
|
|
|
18
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$778K
|
–
|
–
|
–
|
|
|
19
|
Bank of New York Mellon
New York
|
$686K
|
+$431K
|
+14,329
|
+196%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$679K
|
-$181K
|
-6,029
|
-22%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$671K
|
+$7.21K
|
+240
|
+1%
|
|
|
22
|
|
$544K
|
-$675K
|
-22,462
|
-57%
|
|
|
23
|
SYM Financial Corp
Winona Lake,
Indiana
|
$519K
|
-$52.3K
|
-1,740
|
-10%
|
|
|
24
|
NFP Retirement Inc
Aliso Viejo,
California
|
$340K
|
+$324K
|
+10,778
|
New
|
|
|
25
|
Well Done LLC
Holland,
Michigan
|
$278K
|
-$59K
|
-1,963
|
-18%
|
|
