|
1
|
HSBC Holdings
London,
United Kingdom
|
$136M
|
+$37.8M
|
+1,480,000
|
+35%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
$135M
|
+$7.51M
|
+294,000
|
+5%
|
|
|
3
|
|
$112M
|
-$13.8M
|
-540,845
|
-10%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$110M
|
-$6.03M
|
-236,103
|
-5%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$107M
|
+$13.3M
|
+520,038
|
+13%
|
|
|
6
|
|
$81.1M
|
-$3.85M
|
-150,589
|
-4%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$68.2M
|
-$715
|
-28
|
-0%
|
|
|
8
|
Savant Capital
Rockford,
Illinois
|
$57.1M
|
-$155K
|
-6,081
|
-0.3%
|
|
|
9
|
SageView Advisory Group
Newport Beach,
California
|
$57M
|
+$11.8M
|
+461,046
|
+24%
|
|
|
10
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$46.8M
|
-$8.7M
|
-340,680
|
-15%
|
|
|
11
|
Heritage Investment Group
Pompano Beach,
Florida
|
$36.3M
|
+$133K
|
+5,216
|
+0.3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$35.8M
|
+$11.4M
|
+445,910
|
+43%
|
|
|
13
|
NEPC LLC
Boston,
Massachusetts
|
$35.5M
|
+$8.44M
|
+330,456
|
+29%
|
|
|
14
|
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
$33.7M
|
+$9.06M
|
+355,000
|
+57%
|
|
|
15
|
PDS Planning
Dublin,
Ohio
|
$31.7M
|
+$949K
|
+37,154
|
+3%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$30.9M
|
-$5.99M
|
-234,441
|
-15%
|
|
|
17
|
|
$30.9M
|
+$1.31M
|
+51,345
|
+4%
|
|
|
18
|
Modera Wealth Management
Westwood,
New Jersey
|
$23.9M
|
+$1.28M
|
+50,046
|
+5%
|
|
|
19
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$22.9M
|
-$324K
|
-12,675
|
-1%
|
|
|
20
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$20.1M
|
-$266K
|
-10,425
|
-1%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$20M
|
+$924K
|
+36,178
|
+5%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.2M
|
-$1.23M
|
-47,981
|
-6%
|
|
|
23
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$18.5M
|
+$1.42M
|
+55,482
|
+8%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$17.4M
|
+$1.2M
|
+46,896
|
+7%
|
|
|
25
|
Wilshire Advisors
Santa Monica,
California
|
$16.1M
|
+$5.44M
|
+212,981
|
+46%
|
|
