|
1
|
Cerity Partners OCIO
New York
|
$32.4M
|
+$1.22M
|
+33,243
|
+4%
|
|
|
2
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.97M
|
-$4.45M
|
-121,039
|
-36%
|
|
|
3
|
Trilogy Capital
Irvine,
California
|
$5.52M
|
-$20.1K
|
-548
|
-0.4%
|
|
|
4
|
RHS Financial
San Francisco,
California
|
$5.08M
|
+$726K
|
+19,748
|
+17%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.5M
|
+$1.04M
|
+28,398
|
+42%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.42M
|
+$694K
|
+18,881
|
+25%
|
|
|
7
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$2.77M
|
+$250K
|
+6,799
|
+10%
|
|
|
8
|
Allworth Financial
Folsom,
California
|
$2.25M
|
+$545K
|
+14,814
|
+32%
|
|
|
9
|
Bank of New York Mellon
New York
|
$2.1M
|
–
|
–
|
–
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.08M
|
-$551K
|
-14,983
|
-21%
|
|
|
11
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$2.01M
|
-$865K
|
-23,526
|
-30%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.53M
|
-$153K
|
-4,155
|
-9%
|
|
|
13
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$1.5M
|
-$148K
|
-4,019
|
-9%
|
|
|
14
|
CGN Advisors
Manhattan,
Kansas
|
$1.42M
|
+$71.4K
|
+1,943
|
+5%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$1.34M
|
+$35.5K
|
+965
|
+3%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.16M
|
+$191K
|
+5,204
|
+20%
|
|
|
17
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$916K
|
–
|
–
|
–
|
|
|
18
|
Flow Traders U.S.
New York
|
$874K
|
+$875K
|
+23,808
|
New
|
|
|
19
|
Regal Investment Advisors
Kentwood,
Michigan
|
$779K
|
+$780K
|
+21,214
|
New
|
|
|
20
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$718K
|
-$1.14M
|
-31,030
|
-56%
|
|
|
21
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$706K
|
+$57K
|
+1,550
|
+9%
|
|
|
22
|
|
$668K
|
-$550K
|
-14,973
|
-45%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$516K
|
-$208K
|
-5,655
|
-29%
|
|
|
24
|
|
$475K
|
+$475K
|
+12,930
|
New
|
|
|
25
|
Smart Money Group
Eastland,
Texas
|
$315K
|
-$1.66M
|
-45,052
|
-80%
|
|
