|
1
|
|
$177M
|
+$755K
|
+33,152
|
+0.4%
|
|
|
2
|
|
$134M
|
-$6.53M
|
-286,400
|
-5%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$113M
|
+$112M
|
+4,930,110
|
New
|
|
|
4
|
M&T Bank
Buffalo,
New York
|
$99.1M
|
+$3.32M
|
+145,536
|
+3%
|
|
|
5
|
HSBC Holdings
London,
United Kingdom
|
$96.5M
|
–
|
–
|
–
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$63.4M
|
-$182K
|
-8,000
|
-0.3%
|
|
|
7
|
Savant Capital
Rockford,
Illinois
|
$60.1M
|
-$344K
|
-15,097
|
-0.6%
|
|
|
8
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$55.2M
|
+$15.7M
|
+689,197
|
+40%
|
|
|
9
|
One Capital Management
Westlake Village,
California
|
$32.2M
|
+$3.16M
|
+138,753
|
+11%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$31.3M
|
+$1.01M
|
+44,291
|
+3%
|
|
|
11
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$30.2M
|
-$1.45M
|
-63,651
|
-5%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$30.1M
|
+$9.51M
|
+417,146
|
+47%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$28.5M
|
+$2.45M
|
+107,714
|
+10%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$25.8M
|
+$1.78M
|
+78,265
|
+7%
|
|
|
15
|
Modera Wealth Management
Westwood,
New Jersey
|
$24M
|
+$280K
|
+12,296
|
+1%
|
|
|
16
|
|
$23.7M
|
+$6.03M
|
+264,655
|
+35%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$21.9M
|
-$3.46M
|
-151,665
|
-14%
|
|
|
18
|
PDS Planning
Dublin,
Ohio
|
$20.8M
|
+$2.68M
|
+117,586
|
+15%
|
|
|
19
|
|
$20.7M
|
+$20.5M
|
+900,000
|
New
|
|
|
20
|
SageView Advisory Group
Newport Beach,
California
|
$19.6M
|
+$4.83M
|
+211,983
|
+33%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.2M
|
-$4.5M
|
-197,386
|
-20%
|
|
|
22
|
SVB Wealth
Boston,
Massachusetts
|
$17.7M
|
-$1.09M
|
-47,971
|
-6%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.6M
|
+$1.12M
|
+49,208
|
+8%
|
|
|
24
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$15.5M
|
+$361K
|
+15,827
|
+2%
|
|
|
25
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$14.4M
|
+$274K
|
+12,012
|
+2%
|
|
