|
1
|
Valmark Advisers
Akron,
Ohio
|
$111M
|
+$5.06M
|
+123,957
|
+5%
|
|
|
2
|
|
$40.8M
|
+$2.57M
|
+62,980
|
+7%
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$33.3M
|
+$1.34M
|
+32,949
|
+4%
|
|
|
4
|
|
$19.5M
|
-$1.08M
|
-26,562
|
-5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$17.1M
|
-$2.83M
|
-69,408
|
-14%
|
|
|
6
|
United Services Automobile Association
San Antonio,
Texas
|
$15.5M
|
–
|
–
|
–
|
|
|
7
|
William Blair & Company
Chicago,
Illinois
|
$13.2M
|
+$3.3M
|
+80,800
|
+32%
|
|
|
8
|
TD Ameritrade Trust
Denver,
Colorado
|
$8.62M
|
+$706K
|
+17,302
|
+9%
|
|
|
9
|
Paracle Advisors
Mercer Island,
Washington
|
$7.89M
|
+$3.24M
|
+79,345
|
+67%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$6.71M
|
-$1.11M
|
-27,100
|
-14%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.98M
|
+$11.2K
|
+274
|
+0.2%
|
|
|
12
|
One Capital Management
Westlake Village,
California
|
$4.95M
|
+$5.08M
|
+124,561
|
New
|
|
|
13
|
Clear Investment Research
Alpharetta,
Georgia
|
$4.84M
|
+$4.96M
|
+121,738
|
New
|
|
|
14
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$4.81M
|
+$107K
|
+2,620
|
+2%
|
|
|
15
|
Whittier Trust
South Pasadena,
California
|
$4.58M
|
+$231K
|
+5,664
|
+5%
|
|
|
16
|
Credit Suisse
Zurich,
Switzerland
|
$4.29M
|
-$1.21M
|
-29,658
|
-22%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.9M
|
+$291K
|
+7,137
|
+8%
|
|
|
18
|
White Pine Investment Company
Livonia,
Michigan
|
$3.61M
|
-$114K
|
-2,800
|
-3%
|
|
|
19
|
|
$3.19M
|
-$7.56M
|
-185,429
|
-70%
|
|
|
20
|
Optimum Investment Advisors
Chicago,
Illinois
|
$2.75M
|
-$70.1K
|
-1,720
|
-2%
|
|
|
21
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$2.56M
|
+$312K
|
+7,658
|
+14%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$2.28M
|
-$35.1K
|
-861
|
-2%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$2.15M
|
-$2.57K
|
-63
|
-0.1%
|
|
|
24
|
|
$2.09M
|
-$305K
|
-7,487
|
-12%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$2.03M
|
-$363K
|
-8,904
|
-15%
|
|
