|
1
|
Valmark Advisers
Akron,
Ohio
|
$128M
|
+$7.71M
|
+337,372
|
+7%
|
|
|
2
|
|
$125M
|
+$925K
|
+40,464
|
+0.8%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$107M
|
+$9.94M
|
+434,651
|
+10%
|
|
|
4
|
HSBC Holdings
London,
United Kingdom
|
$97.7M
|
-$19.2K
|
-840
|
-0%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$97.5M
|
-$22.9M
|
-999,881
|
-19%
|
|
|
6
|
|
$83.1M
|
-$4.57M
|
-199,931
|
-5%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$63.8M
|
+$105K
|
+4,609
|
+0.2%
|
|
|
8
|
Oxford Financial Group
Carmel,
Indiana
|
$60.7M
|
+$1.24M
|
+54,306
|
+2%
|
|
|
9
|
Savant Capital
Rockford,
Illinois
|
$56.7M
|
-$1.9M
|
-82,887
|
-3%
|
|
|
10
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$53.9M
|
+$15.3M
|
+670,367
|
+40%
|
|
|
11
|
SageView Advisory Group
Newport Beach,
California
|
$53.2M
|
+$52.3M
|
+2,288,670
|
New
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$35.6M
|
+$965K
|
+42,214
|
+3%
|
|
|
13
|
Heritage Investment Group
Pompano Beach,
Florida
|
$34.7M
|
+$1.53M
|
+66,990
|
+5%
|
|
|
14
|
|
$31.4M
|
-$653K
|
-28,577
|
-2%
|
|
|
15
|
PDS Planning
Dublin,
Ohio
|
$27.4M
|
+$920K
|
+40,251
|
+4%
|
|
|
16
|
NEPC LLC
Boston,
Massachusetts
|
$26.7M
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
$25M
|
-$9.69M
|
-423,849
|
-28%
|
|
|
18
|
Modera Wealth Management
Westwood,
New Jersey
|
$22.6M
|
+$166K
|
+7,248
|
+0.8%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$21.9M
|
-$7.72M
|
-337,651
|
-26%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.5M
|
+$516K
|
+22,584
|
+3%
|
|
|
21
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$19.3M
|
-$1.44M
|
-62,944
|
-7%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$17.6M
|
-$204K
|
-8,914
|
-1%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$16.3M
|
-$749K
|
-32,769
|
-4%
|
|
|
24
|
One Capital Management
Westlake Village,
California
|
$15.8M
|
-$15M
|
-654,705
|
-49%
|
|
|
25
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$15.6M
|
+$446K
|
+19,494
|
+3%
|
|
