|
1
|
TIAA CREF Trust
St Louis,
Missouri
|
$143M
|
+$7.75M
|
+147,992
|
+6%
|
|
|
2
|
|
$102M
|
+$1.49M
|
+28,400
|
+1%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$74.5M
|
-$26.8M
|
-511,642
|
-27%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$58.2M
|
+$10.4M
|
+199,283
|
+22%
|
|
|
5
|
Members Trust
Tampa,
Florida
|
$51.3M
|
+$50.8M
|
+970,420
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$41.8M
|
+$1.41M
|
+26,893
|
+4%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$29M
|
+$1.89M
|
+36,028
|
+7%
|
|
|
8
|
Zions Bancorporation
Salt Lake City,
Utah
|
$17.8M
|
+$454K
|
+8,657
|
+3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$15M
|
+$2.38M
|
+45,508
|
+19%
|
|
|
10
|
Morningstar Investment Services
Chicago,
Illinois
|
$14.7M
|
-$21.4M
|
-408,977
|
-60%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$13.6M
|
+$5.72M
|
+109,239
|
+74%
|
|
|
12
|
Parkside Advisors
Berkeley,
California
|
$11.9M
|
-$175K
|
-3,333
|
-1%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.56M
|
-$783K
|
-14,955
|
-8%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.97M
|
+$2.75M
|
+52,446
|
+45%
|
|
|
15
|
Planning Alternatives
Birmingham,
Michigan
|
$7.57M
|
-$210K
|
-4,009
|
-3%
|
|
|
16
|
|
$7.25M
|
+$230K
|
+4,396
|
+3%
|
|
|
17
|
Suntrust Banks
Atlanta,
Georgia
|
$5.64M
|
-$220K
|
-4,192
|
-4%
|
|
|
18
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$4M
|
+$60.1K
|
+1,147
|
+2%
|
|
|
19
|
Courage Miller Partners
Norfolk,
Virginia
|
$3.9M
|
-$206K
|
-3,928
|
-5%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$3.79M
|
-$17.1M
|
-327,190
|
-82%
|
|
|
21
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$3.09M
|
-$158K
|
-3,025
|
-5%
|
|
|
22
|
Signet Financial Management
Parsippany,
New Jersey
|
$3.03M
|
+$731K
|
+13,951
|
+32%
|
|
|
23
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$3.02M
|
+$239K
|
+4,554
|
+9%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.34M
|
+$217K
|
+4,138
|
+10%
|
|
|
25
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.29M
|
-$699K
|
-13,340
|
-24%
|
|
