|
1
|
Cerity Partners OCIO
New York
|
$27.7M
|
+$257K
|
+8,180
|
+1%
|
|
|
2
|
Trilogy Capital
Irvine,
California
|
$4.81M
|
+$244K
|
+7,772
|
+6%
|
|
|
3
|
|
$4.01M
|
+$3.78M
|
+120,495
|
New
|
|
|
4
|
RHS Financial
San Francisco,
California
|
$4M
|
+$1.09M
|
+34,708
|
+41%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.53M
|
+$107K
|
+3,403
|
+5%
|
|
|
6
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$2.19M
|
+$2.07M
|
+65,824
|
New
|
|
|
7
|
|
$2.01M
|
-$138K
|
-4,389
|
-7%
|
|
|
8
|
Bank of New York Mellon
New York
|
$1.9M
|
-$282K
|
-9,000
|
-14%
|
|
|
9
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.82M
|
+$95.2K
|
+3,034
|
+6%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.74M
|
+$140K
|
+4,454
|
+9%
|
|
|
11
|
Flow Traders U.S.
New York
|
$1.71M
|
-$52.4K
|
-1,670
|
-3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.6M
|
+$123K
|
+3,913
|
+9%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.59M
|
-$122K
|
-3,894
|
-8%
|
|
|
14
|
Smart Money Group
Eastland,
Texas
|
$1.55M
|
+$131K
|
+4,170
|
+10%
|
|
|
15
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$1.5M
|
–
|
–
|
–
|
|
|
16
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$1.49M
|
+$14.8K
|
+472
|
+1%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$1.47M
|
-$83.6K
|
-2,663
|
-6%
|
|
|
18
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$1.45M
|
-$76.6K
|
-2,440
|
-4%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$970K
|
+$220
|
+7
|
+0%
|
|
|
20
|
Beam Wealth Advisors
Covington,
Louisiana
|
$885K
|
-$169K
|
-5,384
|
-17%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$855K
|
+$807K
|
+25,706
|
New
|
|
|
22
|
CGN Advisors
Manhattan,
Kansas
|
$840K
|
+$793K
|
+25,258
|
New
|
|
|
23
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$837K
|
–
|
–
|
–
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$655K
|
+$30.6K
|
+975
|
+5%
|
|
|
25
|
Allworth Financial
Folsom,
California
|
$393K
|
+$371K
|
+11,812
|
New
|
|
