|
1
|
|
$126M
|
-$11.6M
|
-495,056
|
-8%
|
|
|
2
|
M&T Bank
Buffalo,
New York
|
$123M
|
+$1.67M
|
+71,333
|
+1%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$122M
|
+$5.42M
|
+231,636
|
+5%
|
|
|
4
|
HSBC Holdings
London,
United Kingdom
|
$99.5M
|
–
|
–
|
–
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$99M
|
+$64.9M
|
+2,773,883
|
+197%
|
|
|
6
|
|
$89.4M
|
-$11.9M
|
-508,851
|
-12%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$64.8M
|
+$461K
|
+19,682
|
+0.7%
|
|
|
8
|
Oxford Financial Group
Carmel,
Indiana
|
$60.5M
|
-$98.6K
|
-4,214
|
-0.2%
|
|
|
9
|
Savant Capital
Rockford,
Illinois
|
$59.7M
|
-$2.01M
|
-86,052
|
-3%
|
|
|
10
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$39.4M
|
-$15.6M
|
-667,679
|
-29%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$35.5M
|
+$2.33M
|
+99,730
|
+7%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$35.3M
|
+$1.92M
|
+82,050
|
+6%
|
|
|
13
|
Heritage Investment Group
Pompano Beach,
Florida
|
$33.8M
|
+$1.02M
|
+43,479
|
+3%
|
|
|
14
|
|
$32.7M
|
-$5.06M
|
-216,334
|
-14%
|
|
|
15
|
One Capital Management
Westlake Village,
California
|
$31.6M
|
-$393K
|
-16,803
|
-1%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$30.3M
|
+$4.79M
|
+204,736
|
+19%
|
|
|
17
|
NEPC LLC
Boston,
Massachusetts
|
$27.2M
|
+$8.81M
|
+376,424
|
+49%
|
|
|
18
|
PDS Planning
Dublin,
Ohio
|
$27M
|
+$1.02M
|
+43,459
|
+4%
|
|
|
19
|
Modera Wealth Management
Westwood,
New Jersey
|
$22.9M
|
-$1.42M
|
-60,797
|
-6%
|
|
|
20
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$21.2M
|
-$472K
|
-20,170
|
-2%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.3M
|
+$4.55M
|
+194,407
|
+29%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$18.2M
|
+$8.69M
|
+371,334
|
+94%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$17.3M
|
-$1.95M
|
-83,205
|
-10%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.2M
|
+$790K
|
+33,770
|
+5%
|
|
|
25
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$15.9M
|
+$213K
|
+9,111
|
+1%
|
|
