|
1
|
|
$209M
|
+$12M
|
+240,903
|
+6%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$120M
|
+$106M
|
+2,122,871
|
+723%
|
|
|
3
|
State of Michigan Retirement System
Lansing,
Michigan
|
$94.7M
|
+$94.5M
|
+1,900,000
|
New
|
|
|
4
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$66.5M
|
-$9.35M
|
-187,947
|
-12%
|
|
|
5
|
Permanens Capital
New York
|
$55M
|
+$14M
|
+281,056
|
+34%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$44.1M
|
+$43M
|
+864,150
|
+4,134%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$37.1M
|
+$37M
|
+744,112
|
New
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20M
|
+$17.7M
|
+356,268
|
+789%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$18.4M
|
-$1.52M
|
-30,565
|
-8%
|
|
|
10
|
|
$13.9M
|
+$13.7M
|
+275,127
|
+6,276%
|
|
|
11
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$13.8M
|
+$13.8M
|
+276,466
|
New
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12.6M
|
-$19.8K
|
-397
|
-0.2%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$12.2M
|
+$12.1M
|
+243,814
|
New
|
|
|
14
|
|
$9.78M
|
+$5.52M
|
+110,884
|
+130%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$8.77M
|
+$8.55M
|
+171,920
|
+4,277%
|
|
|
16
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$7.46M
|
+$7.45M
|
+149,693
|
New
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$7.2M
|
+$4.29M
|
+86,141
|
+148%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.98M
|
+$6.96M
|
+139,892
|
New
|
|
|
19
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$6.09M
|
+$6.08M
|
+122,105
|
New
|
|
|
20
|
Kelly Financial Services
Braintree,
Massachusetts
|
$5.85M
|
+$5.84M
|
+117,403
|
New
|
|
|
21
|
Diversify Advisory Services
Sandy,
Utah
|
$5.49M
|
+$5.51M
|
+110,772
|
New
|
|
|
22
|
Diversify Wealth Management
Sandy,
Utah
|
$5.49M
|
+$5.51M
|
+110,772
|
New
|
|
|
23
|
Perigon Wealth Management
San Francisco,
California
|
$5.24M
|
+$203K
|
+4,081
|
+4%
|
|
|
24
|
Saxony Capital Management
St. Louis,
Missouri
|
$4.48M
|
-$268K
|
-5,390
|
-6%
|
|
|
25
|
JB Capital
Wethersfield,
Connecticut
|
$4.25M
|
+$4.24M
|
+85,247
|
New
|
|
