|
1
|
Valmark Advisers
Akron,
Ohio
|
$110M
|
+$2.02M
|
+50,350
|
+2%
|
|
|
2
|
|
$40.2M
|
+$357K
|
+8,907
|
+0.9%
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$32M
|
-$604K
|
-15,075
|
-2%
|
|
|
4
|
IndexIQ Advisors
New York
|
$26.5M
|
+$25.5M
|
+635,714
|
+1,368%
|
|
|
5
|
|
$20.4M
|
+$1.41M
|
+35,233
|
+7%
|
|
|
6
|
William Blair & Company
Chicago,
Illinois
|
$17.5M
|
+$4.75M
|
+118,500
|
+36%
|
|
|
7
|
United Services Automobile Association
San Antonio,
Texas
|
$15.2M
|
–
|
–
|
–
|
|
|
8
|
LPL Financial
San Diego,
California
|
$15M
|
-$1.55M
|
-38,746
|
-9%
|
|
|
9
|
Paracle Advisors
Mercer Island,
Washington
|
$7.91M
|
+$201K
|
+5,018
|
+3%
|
|
|
10
|
TD Ameritrade Trust
Denver,
Colorado
|
$7.12M
|
-$1.35M
|
-33,786
|
-16%
|
|
|
11
|
One Capital Management
Westlake Village,
California
|
$5.75M
|
+$932K
|
+23,243
|
+19%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$5.08M
|
-$1.53M
|
-38,172
|
-23%
|
|
|
13
|
Clear Investment Research
Alpharetta,
Georgia
|
$4.95M
|
+$222K
|
+5,543
|
+5%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.84M
|
-$37K
|
-924
|
-0.7%
|
|
|
15
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$4.7M
|
-$4.45K
|
-111
|
-0.1%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.37M
|
+$570K
|
+14,210
|
+14%
|
|
|
17
|
Whittier Trust
South Pasadena,
California
|
$4.05M
|
-$447K
|
-11,158
|
-10%
|
|
|
18
|
Credit Suisse
Zurich,
Switzerland
|
$3.67M
|
-$541K
|
-13,493
|
-13%
|
|
|
19
|
White Pine Investment Company
Livonia,
Michigan
|
$3.53M
|
–
|
–
|
–
|
|
|
20
|
|
$3.07M
|
-$52K
|
-1,298
|
-2%
|
|
|
21
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$2.69M
|
+$189K
|
+4,714
|
+7%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$2.12M
|
+$142K
|
+3,552
|
+7%
|
|
|
23
|
United Capital Financial Advisors
Irving,
Texas
|
$2.02M
|
-$160K
|
-3,990
|
-7%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.86M
|
+$1.49M
|
+37,145
|
+343%
|
|
|
25
|
|
$1.85M
|
-$199K
|
-4,970
|
-9%
|
|
