|
1
|
Valmark Advisers
Akron,
Ohio
|
$143M
|
-$3.59M
|
-141,757
|
-3%
|
|
|
2
|
|
$140M
|
-$3.73M
|
-147,607
|
-3%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$128M
|
+$4.84M
|
+191,335
|
+4%
|
|
|
4
|
HSBC Holdings
London,
United Kingdom
|
$112M
|
–
|
–
|
–
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$106M
|
-$5.91M
|
-233,535
|
-6%
|
|
|
6
|
|
$94.3M
|
-$1.03M
|
-40,542
|
-1%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$75.8M
|
+$2.74M
|
+108,254
|
+4%
|
|
|
8
|
Oxford Financial Group
Carmel,
Indiana
|
$67.9M
|
-$1.69M
|
-66,640
|
-3%
|
|
|
9
|
Savant Capital
Rockford,
Illinois
|
$63.7M
|
-$1.25M
|
-49,267
|
-2%
|
|
|
10
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$61.2M
|
-$1.04M
|
-40,978
|
-2%
|
|
|
11
|
SageView Advisory Group
Newport Beach,
California
|
$51.2M
|
-$9.41M
|
-371,956
|
-16%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$40.7M
|
-$229K
|
-9,047
|
-0.6%
|
|
|
13
|
Heritage Investment Group
Pompano Beach,
Florida
|
$40.3M
|
+$407K
|
+16,103
|
+1%
|
|
|
14
|
PDS Planning
Dublin,
Ohio
|
$34.3M
|
+$2.65M
|
+104,588
|
+9%
|
|
|
15
|
|
$33M
|
-$2.89M
|
-114,113
|
-8%
|
|
|
16
|
NEPC LLC
Boston,
Massachusetts
|
$30.7M
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
$28M
|
-$623K
|
-24,648
|
-2%
|
|
|
18
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$25.8M
|
+$10.2M
|
+403,494
|
+71%
|
|
|
19
|
Modera Wealth Management
Westwood,
New Jersey
|
$25.3M
|
-$664K
|
-26,255
|
-3%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.7M
|
-$811K
|
-32,085
|
-4%
|
|
|
21
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$22.6M
|
+$449K
|
+17,751
|
+2%
|
|
|
22
|
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
$22.5M
|
+$7.99M
|
+316,000
|
+103%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$21.3M
|
-$3.59M
|
-142,072
|
-15%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$20M
|
-$213K
|
-8,428
|
-1%
|
|
|
25
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$19.1M
|
+$1.14M
|
+45,134
|
+7%
|
|
