|
1
|
Cerity Partners OCIO
New York
|
$22.7M
|
+$1.07M
|
+41,618
|
+5%
|
|
|
2
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$17.9M
|
+$464K
|
+18,022
|
+3%
|
|
|
3
|
Trilogy Capital
Irvine,
California
|
$3.97M
|
-$1.96K
|
-76
|
-0.1%
|
|
|
4
|
Flow Traders U.S.
New York
|
$3.65M
|
-$401K
|
-15,558
|
-10%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.12M
|
-$91K
|
-3,534
|
-4%
|
|
|
6
|
Bank of New York Mellon
New York
|
$1.81M
|
-$1.21M
|
-47,000
|
-42%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.46M
|
+$109K
|
+4,236
|
+9%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.45M
|
-$24.7K
|
-959
|
-2%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$1.44M
|
+$109K
|
+4,233
|
+9%
|
|
|
10
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.27M
|
+$16.5K
|
+641
|
+1%
|
|
|
11
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$1.26M
|
-$48.5K
|
-1,883
|
-4%
|
|
|
12
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$1.23M
|
–
|
–
|
–
|
|
|
13
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$1.16M
|
-$116K
|
-4,510
|
-7%
|
|
|
14
|
RHS Financial
San Francisco,
California
|
$1.16M
|
-$182K
|
-7,059
|
-14%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.02M
|
+$254K
|
+9,879
|
+36%
|
|
|
16
|
Beam Wealth Advisors
Covington,
Louisiana
|
$908K
|
+$170K
|
+6,598
|
+26%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$797K
|
-$37.4K
|
-1,452
|
-5%
|
|
|
18
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$710K
|
–
|
–
|
–
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$618K
|
+$581K
|
+22,562
|
New
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$560K
|
-$25.5K
|
-989
|
-5%
|
|
|
21
|
Evensky & Katz
Coral Gables,
Florida
|
$395K
|
-$2.25M
|
-87,429
|
-86%
|
|
|
22
|
Smart Money Group
Eastland,
Texas
|
$319K
|
-$360
|
-14
|
-0.1%
|
|
|
23
|
NFP Retirement Inc
Aliso Viejo,
California
|
$252K
|
-$41K
|
-1,591
|
-15%
|
|
|
24
|
|
$228K
|
+$214K
|
+8,314
|
New
|
|
|
25
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$219K
|
+$76.7K
|
+2,977
|
+59%
|
|
