|
1
|
Valmark Advisers
Akron,
Ohio
|
$84.3M
|
+$7.62M
|
+77,727
|
+10%
|
|
|
2
|
|
$69.3M
|
+$8.38M
|
+85,524
|
+13%
|
|
|
3
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$67.2M
|
+$4.46M
|
+45,507
|
+7%
|
|
|
4
|
Commerce Bank
Kansas City,
Missouri
|
$50.4M
|
+$2.29M
|
+23,372
|
+5%
|
|
|
5
|
|
$43.7M
|
+$11.1M
|
+113,557
|
+33%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$35.9M
|
+$15.9M
|
+161,938
|
+76%
|
|
|
7
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$35.9M
|
–
|
–
|
–
|
|
|
8
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$33.1M
|
+$537K
|
+5,482
|
+2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.9M
|
+$8.05M
|
+82,157
|
+34%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$26.3M
|
+$27M
|
+275,560
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.3M
|
+$23.7M
|
+241,903
|
+1,837%
|
|
|
12
|
Cassaday & Co
Mclean,
Virginia
|
$21.8M
|
+$22.4M
|
+228,978
|
New
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$18.6M
|
-$5.23M
|
-53,324
|
-21%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$18.6M
|
+$6.9M
|
+70,439
|
+57%
|
|
|
15
|
Personal Capital Advisors
Redwood City,
California
|
$18.3M
|
+$3.56M
|
+36,343
|
+23%
|
|
|
16
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$18.2M
|
+$2.35M
|
+23,987
|
+14%
|
|
|
17
|
Bessemer Group
Woodbridge,
New Jersey
|
$17.8M
|
+$18.3M
|
+186,998
|
New
|
|
|
18
|
WealthTrust Fairport
Cleveland,
Ohio
|
$16.8M
|
-$127K
|
-1,299
|
-0.7%
|
|
|
19
|
TD Capital Management
Memphis,
Tennessee
|
$12.3M
|
-$334K
|
-3,412
|
-3%
|
|
|
20
|
Franklin Resources
San Mateo,
California
|
$12.1M
|
+$12.4M
|
+126,753
|
New
|
|
|
21
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$11.5M
|
-$753K
|
-7,687
|
-6%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$10.1M
|
+$4.73M
|
+48,303
|
+84%
|
|
|
23
|
Cerity Partners OCIO
New York
|
$9.73M
|
+$341K
|
+3,475
|
+4%
|
|
|
24
|
Advisory Alpha
Holland,
Michigan
|
$9.34M
|
+$317K
|
+3,238
|
+3%
|
|
|
25
|
|
$8.54M
|
+$8.78M
|
+89,571
|
New
|
|
