|
1
|
|
$157M
|
-$6.57M
|
-286,817
|
-4%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
$104M
|
-$45.5K
|
-1,989
|
-0%
|
|
|
3
|
|
$97.8M
|
-$27.8M
|
-1,215,526
|
-21%
|
|
|
4
|
M&T Bank
Buffalo,
New York
|
$96.1M
|
+$5.08M
|
+221,751
|
+5%
|
|
|
5
|
HSBC Holdings
London,
United Kingdom
|
$89M
|
–
|
–
|
–
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$62.8M
|
+$94.2K
|
+4,113
|
+0.2%
|
|
|
7
|
Savant Capital
Rockford,
Illinois
|
$56.8M
|
+$1.54M
|
+67,163
|
+3%
|
|
|
8
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$48.9M
|
-$2.16M
|
-94,564
|
-4%
|
|
|
9
|
SageView Advisory Group
Newport Beach,
California
|
$35.2M
|
+$18.5M
|
+809,652
|
+95%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$32.2M
|
+$4.83M
|
+210,897
|
+16%
|
|
|
11
|
One Capital Management
Westlake Village,
California
|
$31.6M
|
+$2.12M
|
+92,698
|
+7%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$31.6M
|
+$5.73M
|
+250,223
|
+20%
|
|
|
13
|
|
$31M
|
+$9.95M
|
+434,691
|
+42%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$30M
|
+$1.32M
|
+57,861
|
+4%
|
|
|
15
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$27.1M
|
-$796K
|
-34,756
|
-3%
|
|
|
16
|
|
$24.1M
|
+$5.5M
|
+240,412
|
+27%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$22.7M
|
-$1.15M
|
-50,083
|
-4%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.3M
|
+$6M
|
+262,050
|
+33%
|
|
|
19
|
Modera Wealth Management
Westwood,
New Jersey
|
$22M
|
-$137K
|
-5,999
|
-0.6%
|
|
|
20
|
PDS Planning
Dublin,
Ohio
|
$19.9M
|
+$834K
|
+36,447
|
+4%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$18.8M
|
-$1.52M
|
-66,471
|
-7%
|
|
|
22
|
SVB Wealth
Boston,
Massachusetts
|
$14.9M
|
-$1.55M
|
-67,887
|
-9%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.8M
|
+$536K
|
+23,421
|
+3%
|
|
|
24
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$13.8M
|
+$312K
|
+13,610
|
+2%
|
|
|
25
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$13.7M
|
+$5.58M
|
+243,522
|
+61%
|
|
