|
1
|
|
$141M
|
-$34.3M
|
-1,569,943
|
-21%
|
|
|
2
|
M&T Bank
Buffalo,
New York
|
$124M
|
+$12.8M
|
+585,433
|
+13%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$119M
|
-$85.9K
|
-3,926
|
-0.1%
|
|
|
4
|
|
$104M
|
-$7.36M
|
-336,518
|
-7%
|
|
|
5
|
HSBC Holdings
London,
United Kingdom
|
$102M
|
–
|
–
|
–
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$66.4M
|
-$447K
|
-20,419
|
-0.7%
|
|
|
7
|
Savant Capital
Rockford,
Illinois
|
$63M
|
-$1.69M
|
-77,318
|
-3%
|
|
|
8
|
Oxford Financial Group
Carmel,
Indiana
|
$61.9M
|
+$50.2M
|
+2,297,209
|
+875%
|
|
|
9
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$56.3M
|
+$421K
|
+19,244
|
+0.8%
|
|
|
10
|
SageView Advisory Group
Newport Beach,
California
|
$55.4M
|
+$15.7M
|
+716,890
|
+43%
|
|
|
11
|
|
$38.6M
|
+$2.87M
|
+131,423
|
+9%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$34.1M
|
-$1.8M
|
-82,174
|
-6%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$34M
|
-$2.55M
|
-116,596
|
-8%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$33.8M
|
-$465K
|
-21,240
|
-1%
|
|
|
15
|
Heritage Investment Group
Pompano Beach,
Florida
|
$33.5M
|
+$28.4M
|
+1,296,406
|
+1,484%
|
|
|
16
|
One Capital Management
Westlake Village,
California
|
$32.7M
|
-$3.08M
|
-140,974
|
-9%
|
|
|
17
|
Pictet Asset Management
Carouge,
Switzerland
|
$26.7M
|
+$24.2M
|
+1,106,000
|
New
|
|
|
18
|
PDS Planning
Dublin,
Ohio
|
$26.5M
|
+$3.34M
|
+152,929
|
+16%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$26M
|
+$29.3K
|
+1,341
|
+0.1%
|
|
|
20
|
Modera Wealth Management
Westwood,
New Jersey
|
$24.8M
|
-$322K
|
-14,725
|
-1%
|
|
|
21
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$22.1M
|
-$8.04M
|
-367,684
|
-29%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$19.7M
|
-$1.57M
|
-71,552
|
-8%
|
|
|
23
|
NEPC LLC
Boston,
Massachusetts
|
$18.7M
|
+$3.09M
|
+141,243
|
+22%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.8M
|
-$171K
|
-7,820
|
-1%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.1M
|
-$8.55M
|
-390,935
|
-37%
|
|
