|
1
|
Cerity Partners OCIO
New York
|
$24.8M
|
-$81.3K
|
-2,778
|
-0.3%
|
|
|
2
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$19.7M
|
-$11.8K
|
-404
|
-0.1%
|
|
|
3
|
Trilogy Capital
Irvine,
California
|
$4.12M
|
-$65.1K
|
-2,225
|
-2%
|
|
|
4
|
RHS Financial
San Francisco,
California
|
$2.57M
|
+$1.27M
|
+43,455
|
+103%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.18M
|
-$133K
|
-4,545
|
-6%
|
|
|
6
|
Bank of New York Mellon
New York
|
$1.99M
|
–
|
–
|
–
|
|
|
7
|
|
$1.95M
|
+$1.65M
|
+56,407
|
+678%
|
|
|
8
|
Flow Traders U.S.
New York
|
$1.6M
|
-$2.34M
|
-80,130
|
-60%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.56M
|
-$29.9K
|
-1,022
|
-2%
|
|
|
10
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.55M
|
+$154K
|
+5,273
|
+11%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.43M
|
-$166K
|
-5,677
|
-11%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$1.41M
|
-$166K
|
-5,677
|
-11%
|
|
|
13
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$1.35M
|
–
|
–
|
–
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.33M
|
+$204K
|
+6,981
|
+19%
|
|
|
15
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$1.33M
|
-$47K
|
-1,606
|
-4%
|
|
|
16
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$1.3M
|
–
|
–
|
–
|
|
|
17
|
Smart Money Group
Eastland,
Texas
|
$1.28M
|
+$901K
|
+30,801
|
+264%
|
|
|
18
|
Beam Wealth Advisors
Covington,
Louisiana
|
$961K
|
-$11.1K
|
-378
|
-1%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$816K
|
+$2.69K
|
+92
|
+0.3%
|
|
|
20
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$729K
|
–
|
–
|
–
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$562K
|
-$49.7K
|
-1,700
|
-8%
|
|
|
22
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$284K
|
+$277K
|
+9,460
|
New
|
|
|
23
|
NFP Retirement Inc
Aliso Viejo,
California
|
$276K
|
–
|
–
|
–
|
|
|
24
|
SYM Financial Corp
Winona Lake,
Indiana
|
$194K
|
+$70.2K
|
+2,400
|
+59%
|
|
|
25
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$101K
|
-$8.78K
|
-300
|
-8%
|
|
