|
1
|
Cerity Partners OCIO
New York
|
$34.5M
|
+$1.41M
|
+38,640
|
+4%
|
|
|
2
|
Flow Traders U.S.
New York
|
$7.94M
|
+$6.99M
|
+191,083
|
+683%
|
|
|
3
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.05M
|
-$182K
|
-4,989
|
-3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.93M
|
+$1.49M
|
+40,759
|
+33%
|
|
|
5
|
|
$5.84M
|
+$3.04M
|
+83,052
|
+106%
|
|
|
6
|
Trilogy Capital
Irvine,
California
|
$5.13M
|
+$155K
|
+4,247
|
+3%
|
|
|
7
|
RHS Financial
San Francisco,
California
|
$4.56M
|
-$860K
|
-23,523
|
-16%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$3.28M
|
+$103K
|
+2,809
|
+3%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.02M
|
-$84.7K
|
-2,317
|
-3%
|
|
|
10
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$2.98M
|
+$149K
|
+4,078
|
+5%
|
|
|
11
|
Allworth Financial
Folsom,
California
|
$2.98M
|
+$710K
|
+19,419
|
+31%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$2.64M
|
+$285K
|
+7,802
|
+12%
|
|
|
13
|
Smart Money Group
Eastland,
Texas
|
$2.46M
|
-$217K
|
-5,938
|
-8%
|
|
|
14
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$2.19M
|
+$97K
|
+2,653
|
+5%
|
|
|
15
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$2.15M
|
+$2.17M
|
+59,248
|
New
|
|
|
16
|
CGN Advisors
Manhattan,
Kansas
|
$2.04M
|
+$185K
|
+5,051
|
+10%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$1.92M
|
+$1.93M
|
+52,855
|
New
|
|
|
18
|
Bank of New York Mellon
New York
|
$1.89M
|
–
|
–
|
–
|
|
|
19
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$1.39M
|
–
|
–
|
–
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$1.08M
|
-$151K
|
-4,115
|
-12%
|
|
|
21
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1M
|
-$49K
|
-1,339
|
-5%
|
|
|
22
|
Beam Wealth Advisors
Covington,
Louisiana
|
$933K
|
+$730K
|
+19,952
|
+345%
|
|
|
23
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$919K
|
+$927K
|
+25,340
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$871K
|
-$314K
|
-8,594
|
-26%
|
|
|
25
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$838K
|
–
|
–
|
–
|
|
