|
1
|
Valmark Advisers
Akron,
Ohio
|
$71.8M
|
+$3.66M
|
+59,677
|
+5%
|
|
|
2
|
|
$62.5M
|
+$6.39M
|
+104,181
|
+11%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$53M
|
-$22.4M
|
-364,956
|
-29%
|
|
|
4
|
|
$47.5M
|
-$1.22M
|
-19,951
|
-2%
|
|
|
5
|
Pure Financial Advisors
San Diego,
California
|
$22.1M
|
+$1.12M
|
+18,326
|
+5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$19.3M
|
+$2.23M
|
+36,334
|
+12%
|
|
|
7
|
Panagora Asset Management
Boston,
Massachusetts
|
$15.5M
|
+$7.03M
|
+114,641
|
+77%
|
|
|
8
|
Counsel Portfolio Services
Mississauga,
Ontario, Canada
|
$15.4M
|
+$6.98M
|
+113,745
|
+76%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$14.4M
|
+$545K
|
+8,890
|
+4%
|
|
|
10
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$14.4M
|
–
|
–
|
–
|
|
|
11
|
Cabot-Wellington
Boston,
Massachusetts
|
$13.3M
|
-$33.3K
|
-543
|
-0.2%
|
|
|
12
|
Hussman Strategic Advisors
Ellicott City,
Maryland
|
$9.4M
|
–
|
–
|
–
|
|
|
13
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$8.13M
|
-$39.3K
|
-640
|
-0.5%
|
|
|
14
|
|
$7.05M
|
+$409K
|
+6,666
|
+6%
|
|
|
15
|
Coastline Trust
Providence,
Rhode Island
|
$6.08M
|
+$93.2K
|
+1,520
|
+1%
|
|
|
16
|
Comerica Bank
Dallas,
Texas
|
$5.67M
|
-$680K
|
-11,094
|
-10%
|
|
|
17
|
Personal Capital Advisors
Redwood City,
California
|
$5.26M
|
+$1.34M
|
+21,912
|
+32%
|
|
|
18
|
Gateway Advisory
Westfield,
New Jersey
|
$5.08M
|
+$130K
|
+2,126
|
+3%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$4.96M
|
+$80.8K
|
+1,317
|
+2%
|
|
|
20
|
|
$4.6M
|
+$446K
|
+7,271
|
+10%
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.31M
|
-$49.8K
|
-812
|
-1%
|
|
|
22
|
Garde Capital
Seattle,
Washington
|
$4.21M
|
+$205K
|
+3,343
|
+5%
|
|
|
23
|
|
$4.21M
|
+$3.32M
|
+54,208
|
+311%
|
|
|
24
|
TD Ameritrade Trust
Denver,
Colorado
|
$3.93M
|
+$142K
|
+2,312
|
+4%
|
|
|
25
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.78M
|
+$2.91M
|
+47,366
|
+278%
|
|
