|
1
|
Valmark Advisers
Akron,
Ohio
|
$111M
|
+$10.4M
|
+238,802
|
+10%
|
|
|
2
|
|
$40M
|
-$2.18M
|
-50,010
|
-5%
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$33.5M
|
+$2.41M
|
+55,285
|
+7%
|
|
|
4
|
|
$21.5M
|
-$1.96M
|
-44,823
|
-8%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$20.7M
|
-$1.3M
|
-29,705
|
-6%
|
|
|
6
|
United Services Automobile Association
San Antonio,
Texas
|
$16.2M
|
–
|
–
|
–
|
|
|
7
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$14.1M
|
-$7.65M
|
-175,345
|
-34%
|
|
|
8
|
|
$11.1M
|
+$6.14M
|
+140,541
|
+112%
|
|
|
9
|
William Blair & Company
Chicago,
Illinois
|
$10.4M
|
+$1.7M
|
+38,850
|
+18%
|
|
|
10
|
TD Ameritrade Trust
Denver,
Colorado
|
$8.3M
|
+$808K
|
+18,500
|
+10%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$8.15M
|
+$8.55M
|
+195,885
|
New
|
|
|
12
|
Credit Suisse
Zurich,
Switzerland
|
$5.72M
|
-$229K
|
-5,237
|
-4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.2M
|
-$8.72M
|
-199,776
|
-62%
|
|
|
14
|
Paracle Advisors
Mercer Island,
Washington
|
$4.96M
|
-$1.95M
|
-44,727
|
-27%
|
|
|
15
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$4.93M
|
+$5.17M
|
+118,436
|
New
|
|
|
16
|
Whittier Trust
South Pasadena,
California
|
$4.56M
|
-$56K
|
-1,283
|
-1%
|
|
|
17
|
White Pine Investment Company
Livonia,
Michigan
|
$3.89M
|
+$377K
|
+8,640
|
+10%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.78M
|
-$513K
|
-11,751
|
-11%
|
|
|
19
|
Busey Bank
Urbana,
Illinois
|
$3.37M
|
+$3.53M
|
+80,895
|
New
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$3.24M
|
+$2.89M
|
+66,192
|
+564%
|
|
|
21
|
Optimum Investment Advisors
Chicago,
Illinois
|
$2.95M
|
-$111K
|
-2,550
|
-3%
|
|
|
22
|
|
$2.5M
|
-$150K
|
-3,427
|
-5%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$2.49M
|
-$3.37M
|
-77,241
|
-56%
|
|
|
24
|
Windhaven Investment Management
Boston,
Massachusetts
|
$2.43M
|
-$201K
|
-4,604
|
-7%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$2.36M
|
-$7.19M
|
-164,771
|
-74%
|
|
