|
1
|
Valmark Advisers
Akron,
Ohio
|
$65.6M
|
+$3.99M
|
+41,785
|
+7%
|
|
|
2
|
Windham Capital Management
Boston,
Massachusetts
|
$48.4M
|
-$12.7K
|
-133
|
-0%
|
|
|
3
|
Bessemer Group
Woodbridge,
New Jersey
|
$39.7M
|
–
|
–
|
–
|
|
|
4
|
|
$39M
|
+$10.8M
|
+112,649
|
+40%
|
|
|
5
|
Commerce Bank
Kansas City,
Missouri
|
$36.2M
|
+$1.57M
|
+16,470
|
+5%
|
|
|
6
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$32.8M
|
–
|
–
|
–
|
|
|
7
|
|
$25.5M
|
-$629K
|
-6,584
|
-2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$17.2M
|
+$303K
|
+3,168
|
+2%
|
|
|
9
|
Mariner Wealth Advisors (Madison)
Overland Park,
Kansas
|
$17.1M
|
-$206K
|
-2,157
|
-1%
|
|
|
10
|
Choate Investment Advisors
Boston,
Massachusetts
|
$16.9M
|
-$8.7M
|
-91,106
|
-35%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$14.3M
|
+$13.7M
|
+143,640
|
New
|
|
|
12
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$13.8M
|
+$635K
|
+6,646
|
+5%
|
|
|
13
|
WealthTrust Fairport
Cleveland,
Ohio
|
$13.7M
|
+$529K
|
+5,542
|
+4%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.3M
|
+$2.19M
|
+22,924
|
+21%
|
|
|
15
|
TD Capital Management
Memphis,
Tennessee
|
$11M
|
+$223K
|
+2,330
|
+2%
|
|
|
16
|
|
$9.28M
|
+$7.6M
|
+79,610
|
+579%
|
|
|
17
|
|
$9.26M
|
+$2.49M
|
+26,105
|
+39%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$8.48M
|
+$571K
|
+5,976
|
+8%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.22M
|
-$140K
|
-1,464
|
-2%
|
|
|
20
|
Nomura Asset Management
Tokyo,
Japan
|
$5.99M
|
+$876K
|
+9,170
|
+18%
|
|
|
21
|
Pure Financial Advisors
San Diego,
California
|
$5.44M
|
-$171K
|
-1,788
|
-3%
|
|
|
22
|
TD Ameritrade Trust
Denver,
Colorado
|
$5.23M
|
-$37.3K
|
-391
|
-0.7%
|
|
|
23
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$5.03M
|
–
|
–
|
–
|
|
|
24
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$3.85M
|
+$675K
|
+7,070
|
+22%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.82M
|
-$164K
|
-1,715
|
-4%
|
|
