|
1
|
Suntrust Banks
Atlanta,
Georgia
|
$220M
|
+$11.9M
|
+224,744
|
+6%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
$121M
|
+$4.67M
|
+88,002
|
+4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$41.2M
|
+$8.29M
|
+156,372
|
+25%
|
|
|
4
|
Morningstar Investment Services
Chicago,
Illinois
|
$38.4M
|
+$3.5M
|
+65,984
|
+10%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$35.8M
|
+$396K
|
+7,470
|
+1%
|
|
|
6
|
TIAA CREF Trust
St Louis,
Missouri
|
$31.6M
|
+$14.2M
|
+268,006
|
+82%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$27.5M
|
+$691K
|
+13,036
|
+3%
|
|
|
8
|
Curian Capital
Denver,
Colorado
|
$18.9M
|
-$3.2M
|
-60,271
|
-14%
|
|
|
9
|
|
$16M
|
-$3.47M
|
-65,393
|
-18%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$15.9M
|
-$10.4M
|
-196,345
|
-40%
|
|
|
11
|
Twele Capital Management
Minnetonka,
Minnesota
|
$15.2M
|
-$13K
|
-245
|
-0.1%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15M
|
+$11.7M
|
+221,031
|
+358%
|
|
|
13
|
Fiduciary Trust
Boston,
Massachusetts
|
$12.9M
|
-$69.3K
|
-1,306
|
-0.5%
|
|
|
14
|
Mosaic Financial Partners
San Francisco,
California
|
$11.6M
|
-$5.48M
|
-103,347
|
-32%
|
|
|
15
|
Parkside Advisors
Berkeley,
California
|
$11.2M
|
+$897K
|
+16,920
|
+9%
|
|
|
16
|
Parametric Portfolio Associates
Seattle,
Washington
|
$10.6M
|
+$2.95M
|
+55,542
|
+39%
|
|
|
17
|
Planning Alternatives
Birmingham,
Michigan
|
$9.11M
|
-$635K
|
-11,965
|
-7%
|
|
|
18
|
D. Scott Neal
Lexington,
Kentucky
|
$8.21M
|
-$75.5K
|
-1,424
|
-0.9%
|
|
|
19
|
Allen Investment Management
New York
|
$6.97M
|
–
|
–
|
–
|
|
|
20
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$6.93M
|
-$1.05M
|
-19,885
|
-13%
|
|
|
21
|
Allianz Asset Management
Munich,
Germany
|
$6.91M
|
-$14.4M
|
-270,838
|
-67%
|
|
|
22
|
|
$6.85M
|
+$6.86M
|
+129,328
|
New
|
|
|
23
|
Raub Brock Capital Management
Larkspur,
California
|
$6.83M
|
+$276K
|
+5,212
|
+4%
|
|
|
24
|
Gateway Advisory
Westfield,
New Jersey
|
$6.77M
|
+$864K
|
+16,286
|
+15%
|
|
|
25
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$6.62M
|
-$24K
|
-452
|
-0.4%
|
|
