|
1
|
|
$68.8M
|
-$11.6M
|
-244,275
|
-15%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$64.2M
|
-$1.28M
|
-27,003
|
-2%
|
|
|
3
|
|
$34.7M
|
+$4.87M
|
+103,000
|
+17%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$27.2M
|
-$55.2M
|
-1,167,496
|
-68%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$15.5M
|
+$517K
|
+10,921
|
+4%
|
|
|
6
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$11.9M
|
-$1.06M
|
-22,502
|
-8%
|
|
|
7
|
Pure Financial Advisors
San Diego,
California
|
$11.6M
|
+$1.2M
|
+25,382
|
+12%
|
|
|
8
|
|
$8.11M
|
-$52.4K
|
-1,107
|
-0.7%
|
|
|
9
|
United Services Automobile Association
San Antonio,
Texas
|
$6.3M
|
+$2.37M
|
+50,000
|
+63%
|
|
|
10
|
|
$6.08M
|
+$3.7M
|
+78,119
|
+165%
|
|
|
11
|
|
$4.11M
|
+$1.66M
|
+34,976
|
+70%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.85M
|
+$1.33M
|
+28,203
|
+92%
|
|
|
13
|
|
$2.59M
|
+$931K
|
+19,664
|
+58%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.2M
|
+$236K
|
+4,996
|
+12%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$1.84M
|
+$696K
|
+14,711
|
+63%
|
|
|
16
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.83M
|
+$21.1K
|
+445
|
+1%
|
|
|
17
|
Kanawha Capital Management
Richmond,
Virginia
|
$1.77M
|
+$72.6K
|
+1,535
|
+4%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.71M
|
-$20.4M
|
-431,243
|
-93%
|
|
|
19
|
Alesco Advisors
Pittsford,
New York
|
$1.67M
|
+$213K
|
+4,500
|
+15%
|
|
|
20
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.65M
|
+$958K
|
+20,235
|
+146%
|
|
|
21
|
Long Wharf Investors
Boston,
Massachusetts
|
$1.2M
|
-$1.65M
|
-34,816
|
-58%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$674K
|
+$528K
|
+11,157
|
+405%
|
|
|
23
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$433K
|
+$415K
|
+8,768
|
+4,954%
|
|
|
24
|
Northern Trust
Chicago,
Illinois
|
$391K
|
+$663
|
+14
|
+0.2%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$269K
|
–
|
–
|
–
|
|
