|
1
|
Valmark Advisers
Akron,
Ohio
|
$155M
|
+$5.73M
|
+228,415
|
+4%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$139M
|
+$10.4M
|
+412,732
|
+8%
|
|
|
3
|
|
$125M
|
-$1.36M
|
-54,209
|
-1%
|
|
|
4
|
M&T Bank
Buffalo,
New York
|
$122M
|
-$3.05M
|
-121,438
|
-2%
|
|
|
5
|
|
$88.2M
|
+$1.46M
|
+58,237
|
+2%
|
|
|
6
|
SageView Advisory Group
Newport Beach,
California
|
$77.7M
|
+$2.17M
|
+86,609
|
+3%
|
|
|
7
|
Savant Capital
Rockford,
Illinois
|
$65.9M
|
-$1.05M
|
-41,838
|
-2%
|
|
|
8
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$45.9M
|
+$19M
|
+758,228
|
+73%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$43.6M
|
+$2.17M
|
+86,510
|
+5%
|
|
|
10
|
NEPC LLC
Boston,
Massachusetts
|
$42M
|
-$5.24M
|
-208,694
|
-11%
|
|
|
11
|
Heritage Investment Group
Pompano Beach,
Florida
|
$41.2M
|
+$924K
|
+36,813
|
+2%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$39.5M
|
-$10.2M
|
-406,207
|
-21%
|
|
|
13
|
PDS Planning
Dublin,
Ohio
|
$37.6M
|
+$1.2M
|
+47,980
|
+3%
|
|
|
14
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$36.1M
|
+$1.89M
|
+75,310
|
+6%
|
|
|
15
|
|
$33.3M
|
+$2.49M
|
+99,229
|
+8%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$30.9M
|
+$1.14M
|
+45,464
|
+4%
|
|
|
17
|
Modera Wealth Management
Westwood,
New Jersey
|
$30.5M
|
+$342K
|
+13,629
|
+1%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.3M
|
+$540K
|
+21,496
|
+2%
|
|
|
19
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$22.6M
|
+$749K
|
+29,847
|
+3%
|
|
|
20
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$21.6M
|
+$76.1K
|
+3,032
|
+0.4%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.8M
|
-$435K
|
-17,344
|
-2%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$18.8M
|
-$7.99M
|
-318,371
|
-30%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$18.1M
|
-$227K
|
-9,046
|
-1%
|
|
|
24
|
BNP Paribas Financial Markets
Paris,
France
|
$17.9M
|
+$7.12M
|
+283,500
|
+68%
|
|
|
25
|
|
$17.9M
|
–
|
–
|
–
|
|
