|
1
|
Cerity Partners OCIO
New York
|
$33.3M
|
+$1.15M
|
+30,711
|
+3%
|
|
|
2
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.26M
|
-$666K
|
-17,740
|
-8%
|
|
|
3
|
RHS Financial
San Francisco,
California
|
$5.44M
|
+$414K
|
+11,042
|
+8%
|
|
|
4
|
Trilogy Capital
Irvine,
California
|
$5M
|
-$406K
|
-10,811
|
-7%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.48M
|
+$1.04M
|
+27,602
|
+29%
|
|
|
6
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$3.68M
|
+$3.79M
|
+101,076
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$3.19M
|
+$2.76M
|
+73,626
|
+524%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.12M
|
-$284K
|
-7,571
|
-8%
|
|
|
9
|
|
$2.85M
|
+$2.25M
|
+59,903
|
+329%
|
|
|
10
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$2.84M
|
+$96.3K
|
+2,565
|
+3%
|
|
|
11
|
Smart Money Group
Eastland,
Texas
|
$2.69M
|
+$2.34M
|
+62,268
|
+541%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$2.37M
|
+$309K
|
+8,229
|
+14%
|
|
|
13
|
Allworth Financial
Folsom,
California
|
$2.29M
|
+$53K
|
+1,413
|
+2%
|
|
|
14
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$2.11M
|
+$117K
|
+3,109
|
+6%
|
|
|
15
|
Bank of New York Mellon
New York
|
$1.9M
|
-$188K
|
-5,000
|
-9%
|
|
|
16
|
CGN Advisors
Manhattan,
Kansas
|
$1.86M
|
+$466K
|
+12,409
|
+32%
|
|
|
17
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$1.4M
|
-$96.5K
|
-2,572
|
-6%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$1.24M
|
-$88.6K
|
-2,362
|
-6%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.19M
|
+$41.9K
|
+1,116
|
+4%
|
|
|
20
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.05M
|
+$289K
|
+7,713
|
+36%
|
|
|
21
|
Flow Traders U.S.
New York
|
$1.02M
|
+$157K
|
+4,173
|
+18%
|
|
|
22
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$914K
|
–
|
–
|
–
|
|
|
23
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$741K
|
+$60K
|
+1,600
|
+7%
|
|
|
24
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$679K
|
-$21.7K
|
-578
|
-3%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$508K
|
-$1.04M
|
-27,765
|
-67%
|
|
