|
1
|
Cerity Partners OCIO
New York
|
$26.3M
|
+$52.7K
|
+1,804
|
+0.2%
|
|
|
2
|
Waddell & Associates
Memphis,
Tennessee
|
$18.9M
|
-$1.39M
|
-47,551
|
-6%
|
|
|
3
|
Beacon Pointe Advisors
Newport Beach,
California
|
$8.54M
|
-$1.18M
|
-40,388
|
-11%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.47M
|
+$574K
|
+19,667
|
+7%
|
|
|
5
|
Trilogy Capital
Irvine,
California
|
$4.39M
|
+$147K
|
+5,021
|
+3%
|
|
|
6
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$3.65M
|
+$3.61M
|
+123,765
|
+792%
|
|
|
7
|
CGN Advisors
Manhattan,
Kansas
|
$3.21M
|
+$1.07M
|
+36,629
|
+43%
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.82M
|
-$131K
|
-4,477
|
-4%
|
|
|
9
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$2.69M
|
–
|
–
|
–
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.58M
|
+$2.87M
|
+98,416
|
New
|
|
|
11
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$2.56M
|
+$1.39M
|
+47,757
|
+95%
|
|
|
12
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$2.44M
|
+$50.3K
|
+1,724
|
+2%
|
|
|
13
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$2.23M
|
+$361K
|
+12,368
|
+17%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.19M
|
+$71.6K
|
+2,453
|
+3%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.94M
|
+$115K
|
+3,931
|
+6%
|
|
|
16
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$1.85M
|
+$501K
|
+17,151
|
+36%
|
|
|
17
|
Financial Management Network
Mission Viejo,
California
|
$1.62M
|
+$278K
|
+9,528
|
+20%
|
|
|
18
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.5M
|
+$55.6K
|
+1,906
|
+3%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.49M
|
+$167K
|
+5,729
|
+11%
|
|
|
20
|
Systelligence LLC
Bloomington,
Minnesota
|
$1.27M
|
+$1.42M
|
+48,565
|
New
|
|
|
21
|
|
$1.25M
|
-$648K
|
-22,192
|
-32%
|
|
|
22
|
Atria Wealth Solutions
New York
|
$1.2M
|
+$279K
|
+9,555
|
+26%
|
|
|
23
|
Bank of New York Mellon
New York
|
$1.03M
|
-$209K
|
-7,169
|
-15%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.03M
|
+$717K
|
+24,566
|
+166%
|
|
|
25
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$1.02M
|
–
|
–
|
–
|
|
