|
1
|
Valmark Advisers
Akron,
Ohio
|
$144M
|
+$2.49M
|
+102,585
|
+2%
|
|
|
2
|
HSBC Holdings
London,
United Kingdom
|
$140M
|
–
|
–
|
–
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$124M
|
+$3.21M
|
+132,509
|
+3%
|
|
|
4
|
|
$122M
|
+$7.2K
|
+297
|
+0%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$121M
|
-$108K
|
-4,465
|
-0.1%
|
|
|
6
|
|
$83.8M
|
-$51.3K
|
-2,117
|
-0.1%
|
|
|
7
|
SageView Advisory Group
Newport Beach,
California
|
$73M
|
+$6.99M
|
+288,303
|
+11%
|
|
|
8
|
Savant Capital
Rockford,
Illinois
|
$64.7M
|
+$5.62M
|
+232,095
|
+10%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$48.2M
|
-$18.3M
|
-756,418
|
-28%
|
|
|
10
|
NEPC LLC
Boston,
Massachusetts
|
$45.7M
|
+$7.02M
|
+289,566
|
+19%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$40M
|
+$1.13M
|
+46,834
|
+3%
|
|
|
12
|
Heritage Investment Group
Pompano Beach,
Florida
|
$38.9M
|
+$395K
|
+16,308
|
+1%
|
|
|
13
|
PDS Planning
Dublin,
Ohio
|
$35.1M
|
+$1.53M
|
+63,137
|
+5%
|
|
|
14
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$33M
|
-$44.4M
|
-1,832,985
|
-58%
|
|
|
15
|
|
$29.7M
|
+$944K
|
+38,956
|
+3%
|
|
|
16
|
Modera Wealth Management
Westwood,
New Jersey
|
$29.2M
|
+$3.02M
|
+124,689
|
+12%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$28.8M
|
-$255K
|
-10,521
|
-0.9%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$26M
|
+$7.57M
|
+312,423
|
+42%
|
|
|
19
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$25.6M
|
+$518K
|
+21,359
|
+2%
|
|
|
20
|
|
$24.1M
|
+$23.6M
|
+975,311
|
New
|
|
|
21
|
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
$22.3M
|
-$5.45M
|
-225,000
|
-20%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22M
|
+$4.28M
|
+176,473
|
+25%
|
|
|
23
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$21.1M
|
+$924K
|
+38,133
|
+5%
|
|
|
24
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$20.8M
|
+$82K
|
+3,385
|
+0.4%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.6M
|
+$47.6K
|
+1,965
|
+0.2%
|
|
