|
1
|
Cerity Partners OCIO
New York
|
$33.2M
|
+$512K
|
+14,818
|
+2%
|
|
|
2
|
Beacon Pointe Advisors
Newport Beach,
California
|
$12.5M
|
+$12.6M
|
+364,679
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.02M
|
+$1.4M
|
+40,640
|
+25%
|
|
|
4
|
Flow Traders U.S.
New York
|
$5.49M
|
-$2.05M
|
-59,286
|
-27%
|
|
|
5
|
Trilogy Capital
Irvine,
California
|
$5.36M
|
+$501K
|
+14,521
|
+10%
|
|
|
6
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.29M
|
-$1.4M
|
-40,433
|
-21%
|
|
|
7
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$3.53M
|
+$3.55M
|
+102,752
|
New
|
|
|
8
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$2.98M
|
+$157K
|
+4,536
|
+6%
|
|
|
9
|
Allworth Financial
Folsom,
California
|
$2.83M
|
+$4.83K
|
+140
|
+0.2%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.75M
|
-$113K
|
-3,280
|
-4%
|
|
|
11
|
RHS Financial
San Francisco,
California
|
$2.63M
|
-$1.7M
|
-49,302
|
-39%
|
|
|
12
|
CGN Advisors
Manhattan,
Kansas
|
$2.54M
|
+$618K
|
+17,892
|
+32%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$2.41M
|
-$94.1K
|
-2,725
|
-4%
|
|
|
14
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$2.12M
|
+$38.1K
|
+1,103
|
+2%
|
|
|
15
|
Smart Money Group
Eastland,
Texas
|
$1.87M
|
-$464K
|
-13,436
|
-20%
|
|
|
16
|
|
$1.63M
|
-$3.93M
|
-113,803
|
-71%
|
|
|
17
|
Bank of New York Mellon
New York
|
$1.6M
|
-$186K
|
-5,400
|
-10%
|
|
|
18
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$1.32M
|
–
|
–
|
–
|
|
|
19
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$1.19M
|
-$853K
|
-24,718
|
-42%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$1.04M
|
+$9.5K
|
+275
|
+0.9%
|
|
|
21
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$944K
|
–
|
–
|
–
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$943K
|
+$197K
|
+5,693
|
+26%
|
|
|
23
|
Regal Investment Advisors
Kentwood,
Michigan
|
$901K
|
-$46.3K
|
-1,341
|
-5%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$872K
|
+$876K
|
+25,370
|
New
|
|
|
25
|
Beam Wealth Advisors
Covington,
Louisiana
|
$854K
|
-$30.6K
|
-887
|
-3%
|
|
