|
1
|
Valmark Advisers
Akron,
Ohio
|
$108M
|
+$5.89M
|
+125,805
|
+5%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$60.5M
|
-$28.5M
|
-608,385
|
-31%
|
|
|
3
|
|
$45.2M
|
+$2.29M
|
+48,939
|
+5%
|
|
|
4
|
Morningstar Investment Services
Chicago,
Illinois
|
$33.5M
|
+$9M
|
+192,433
|
+34%
|
|
|
5
|
|
$25.1M
|
-$481K
|
-10,283
|
-2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$23.5M
|
+$8.28M
|
+176,888
|
+51%
|
|
|
7
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$23M
|
+$3.74K
|
+80
|
+0%
|
|
|
8
|
United Services Automobile Association
San Antonio,
Texas
|
$17.4M
|
+$8.98M
|
+191,906
|
+97%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.5M
|
-$5.45M
|
-116,589
|
-26%
|
|
|
10
|
First Allied Asset Management
San Diego,
California
|
$11.3M
|
+$3.15M
|
+67,277
|
+36%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$9.9M
|
-$6.89M
|
-147,188
|
-40%
|
|
|
12
|
William Blair & Company
Chicago,
Illinois
|
$9.44M
|
+$1.09M
|
+23,290
|
+12%
|
|
|
13
|
|
$9.4M
|
-$1.05M
|
-22,449
|
-10%
|
|
|
14
|
TD Ameritrade Trust
Denver,
Colorado
|
$8.08M
|
+$316K
|
+6,744
|
+4%
|
|
|
15
|
Paracle Advisors
Mercer Island,
Washington
|
$7.31M
|
+$7.67M
|
+163,976
|
New
|
|
|
16
|
Credit Suisse
Zurich,
Switzerland
|
$6.37M
|
-$159K
|
-3,406
|
-2%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$6.12M
|
-$760K
|
-16,247
|
-11%
|
|
|
18
|
Comerica Bank
Dallas,
Texas
|
$5.62M
|
-$600K
|
-12,819
|
-9%
|
|
|
19
|
|
$5.58M
|
+$5.86M
|
+125,164
|
New
|
|
|
20
|
One Capital Management
Westlake Village,
California
|
$4.96M
|
+$5.2M
|
+111,137
|
New
|
|
|
21
|
Whittier Trust
South Pasadena,
California
|
$4.95M
|
+$17.3K
|
+370
|
+0.3%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.58M
|
+$247K
|
+5,284
|
+5%
|
|
|
23
|
Emerson Investment Management
Boston,
Massachusetts
|
$3.93M
|
+$9.36K
|
+200
|
+0.2%
|
|
|
24
|
White Pine Investment Company
Livonia,
Michigan
|
$3.79M
|
+$283K
|
+6,040
|
+8%
|
|
|
25
|
Optimum Investment Advisors
Chicago,
Illinois
|
$3.27M
|
-$82.6K
|
-1,765
|
-2%
|
|
