|
1
|
Cerity Partners OCIO
New York
|
$18M
|
+$2.1M
|
+74,005
|
+10%
|
|
|
2
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$14.5M
|
+$10.8M
|
+378,484
|
+147%
|
|
|
3
|
Trilogy Capital
Irvine,
California
|
$3.46M
|
+$71.3K
|
+2,508
|
+2%
|
|
|
4
|
Flow Traders U.S.
New York
|
$3.4M
|
+$4.23M
|
+148,789
|
New
|
|
|
5
|
Bank of New York Mellon
New York
|
$2.58M
|
+$2.6M
|
+91,444
|
+422%
|
|
|
6
|
Evensky & Katz
Coral Gables,
Florida
|
$2.33M
|
-$84.5K
|
-2,970
|
-3%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.99M
|
+$1.34M
|
+47,283
|
+119%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.84M
|
-$117K
|
-4,110
|
-5%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.23M
|
+$91.6K
|
+3,221
|
+6%
|
|
|
10
|
RHS Financial
San Francisco,
California
|
$1.13M
|
-$199K
|
-6,984
|
-12%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.12M
|
-$92.1K
|
-3,240
|
-6%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$1.11M
|
-$68.9K
|
-2,422
|
-5%
|
|
|
13
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$1.09M
|
-$119K
|
-4,167
|
-8%
|
|
|
14
|
|
$1.09M
|
–
|
–
|
–
|
|
|
15
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.04M
|
+$1.3M
|
+45,650
|
New
|
|
|
16
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$1.03M
|
–
|
–
|
–
|
|
|
17
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$1.01M
|
+$1.77M
|
+62,120
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$698K
|
+$868K
|
+30,521
|
New
|
|
|
19
|
Pinnacle Associates
New York
|
$644K
|
-$246K
|
-8,659
|
-24%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$628K
|
+$173K
|
+6,072
|
+28%
|
|
|
21
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$595K
|
-$266K
|
-9,344
|
-26%
|
|
|
22
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$595K
|
–
|
–
|
–
|
|
|
23
|
Beam Wealth Advisors
Covington,
Louisiana
|
$589K
|
+$733K
|
+25,760
|
New
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$489K
|
-$905K
|
-31,840
|
-60%
|
|
|
25
|
SYM Financial Corp
Winona Lake,
Indiana
|
$385K
|
+$13.5K
|
+474
|
+3%
|
|
