|
1
|
Cerity Partners OCIO
New York
|
$29.7M
|
+$566K
|
+16,419
|
+2%
|
|
|
2
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11.8M
|
+$11.7M
|
+338,136
|
New
|
|
|
3
|
Trilogy Capital
Irvine,
California
|
$5.2M
|
+$140K
|
+4,057
|
+3%
|
|
|
4
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$4.19M
|
+$815K
|
+23,642
|
+43%
|
|
|
5
|
RHS Financial
San Francisco,
California
|
$4.15M
|
-$61.1K
|
-1,772
|
-1%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.6M
|
-$58.6K
|
-1,701
|
-2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.51M
|
+$811K
|
+23,519
|
+49%
|
|
|
8
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$2.4M
|
+$96.7K
|
+2,804
|
+4%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.34M
|
+$508K
|
+14,745
|
+28%
|
|
|
10
|
Bank of New York Mellon
New York
|
$2M
|
+$34
|
+1
|
+0%
|
|
|
11
|
Smart Money Group
Eastland,
Texas
|
$1.98M
|
+$342K
|
+9,934
|
+21%
|
|
|
12
|
Allworth Financial
Folsom,
California
|
$1.63M
|
+$1.2M
|
+34,702
|
+294%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.6M
|
-$72.3K
|
-2,098
|
-4%
|
|
|
14
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$1.57M
|
–
|
–
|
–
|
|
|
15
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$1.53M
|
+$2.07K
|
+60
|
+0.1%
|
|
|
16
|
CGN Advisors
Manhattan,
Kansas
|
$1.29M
|
+$397K
|
+11,506
|
+46%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$1.24M
|
-$306K
|
-8,882
|
-20%
|
|
|
18
|
|
$1.16M
|
-$936K
|
-27,160
|
-45%
|
|
|
19
|
|
$1.11M
|
-$3.06M
|
-88,800
|
-74%
|
|
|
20
|
Beam Wealth Advisors
Covington,
Louisiana
|
$952K
|
+$21.6K
|
+626
|
+2%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$929K
|
-$99.7K
|
-2,891
|
-10%
|
|
|
22
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$902K
|
–
|
–
|
–
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$689K
|
+$896
|
+26
|
+0.1%
|
|
|
24
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$618K
|
+$609K
|
+17,670
|
New
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$509K
|
+$502K
|
+14,555
|
New
|
|
