|
1
|
TIAA CREF Trust
St Louis,
Missouri
|
$134M
|
+$8.79M
|
+170,189
|
+7%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
$101M
|
-$2.45M
|
-47,374
|
-2%
|
|
|
3
|
|
$99.5M
|
-$3.25M
|
-62,911
|
-3%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$47.2M
|
+$6.24M
|
+120,767
|
+15%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$40M
|
+$4.67M
|
+90,522
|
+13%
|
|
|
6
|
Morningstar Investment Services
Chicago,
Illinois
|
$36M
|
-$1.79M
|
-34,710
|
-5%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$26.9M
|
+$1.31M
|
+25,348
|
+5%
|
|
|
8
|
Destination Wealth Management
Walnut Creek,
California
|
$25.5M
|
–
|
–
|
–
|
|
|
9
|
LPL Financial
San Diego,
California
|
$20.9M
|
-$3.05M
|
-59,078
|
-13%
|
|
|
10
|
Zions Bancorporation
Salt Lake City,
Utah
|
$17.2M
|
-$1.09M
|
-21,078
|
-6%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$12.5M
|
+$1.04M
|
+20,237
|
+9%
|
|
|
12
|
Parkside Advisors
Berkeley,
California
|
$12M
|
+$112K
|
+2,171
|
+1%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.3M
|
+$685K
|
+13,263
|
+7%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$7.77M
|
+$26.5K
|
+514
|
+0.3%
|
|
|
15
|
Planning Alternatives
Birmingham,
Michigan
|
$7.71M
|
-$320K
|
-6,193
|
-4%
|
|
|
16
|
|
$6.95M
|
+$183K
|
+3,541
|
+3%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.14M
|
-$1.73M
|
-33,449
|
-22%
|
|
|
18
|
Suntrust Banks
Atlanta,
Georgia
|
$5.81M
|
-$579K
|
-11,207
|
-9%
|
|
|
19
|
|
$5.11M
|
+$5.04M
|
+97,627
|
New
|
|
|
20
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.08M
|
-$37.7K
|
-730
|
-0.9%
|
|
|
21
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$3.91M
|
-$58.9K
|
-1,141
|
-2%
|
|
|
22
|
Venturi Wealth Management
Austin,
Texas
|
$3.33M
|
+$373K
|
+7,232
|
+13%
|
|
|
23
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$3.22M
|
-$385K
|
-7,460
|
-11%
|
|
|
24
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.96M
|
+$41.4K
|
+801
|
+1%
|
|
|
25
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$2.76M
|
-$841K
|
-16,296
|
-24%
|
|
