|
1
|
Cerity Partners OCIO
New York
|
$28.9M
|
+$1.1M
|
+34,745
|
+4%
|
|
|
2
|
Waddell & Associates
Memphis,
Tennessee
|
$22.2M
|
+$24.5M
|
+770,719
|
New
|
|
|
3
|
Beacon Pointe Advisors
Newport Beach,
California
|
$10.6M
|
+$71.8K
|
+2,259
|
+0.6%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.66M
|
+$1.96M
|
+61,513
|
+30%
|
|
|
5
|
Trilogy Capital
Irvine,
California
|
$4.69M
|
+$214K
|
+6,726
|
+4%
|
|
|
6
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.23M
|
-$1.33M
|
-41,892
|
-27%
|
|
|
7
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$2.96M
|
–
|
–
|
–
|
|
|
8
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$2.63M
|
+$150K
|
+4,705
|
+5%
|
|
|
9
|
CGN Advisors
Manhattan,
Kansas
|
$2.48M
|
+$384K
|
+12,085
|
+16%
|
|
|
10
|
Allworth Financial
Folsom,
California
|
$2.4M
|
+$25.9K
|
+815
|
+1%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$2.34M
|
+$349K
|
+10,979
|
+16%
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$2.33M
|
+$2.18M
|
+68,681
|
+566%
|
|
|
13
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$2.1M
|
+$1.22M
|
+38,359
|
+111%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.02M
|
-$320K
|
-10,052
|
-13%
|
|
|
15
|
|
$2.02M
|
+$719K
|
+22,636
|
+48%
|
|
|
16
|
Flow Traders U.S.
New York
|
$1.69M
|
-$3.21M
|
-101,050
|
-63%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$1.61M
|
+$1.09M
|
+34,247
|
+158%
|
|
|
18
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.6M
|
-$194K
|
-6,089
|
-10%
|
|
|
19
|
Smart Money Group
Eastland,
Texas
|
$1.53M
|
-$43.4K
|
-1,366
|
-3%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.47M
|
+$960K
|
+30,215
|
+145%
|
|
|
21
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$1.45M
|
+$1.6M
|
+50,247
|
New
|
|
|
22
|
Financial Management Network
Mission Viejo,
California
|
$1.4M
|
+$1.32M
|
+41,434
|
+572%
|
|
|
23
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$1.38M
|
+$1.5M
|
+47,113
|
+5,683%
|
|
|
24
|
Bank of New York Mellon
New York
|
$1.34M
|
-$32
|
-1
|
-0%
|
|
|
25
|
RHS Financial
San Francisco,
California
|
$1.2M
|
-$1.11M
|
-34,859
|
-46%
|
|
