|
1
|
Wells Fargo
San Francisco,
California
|
$228M
|
+$12M
|
+325,750
|
+5%
|
|
|
2
|
US Bancorp
Minneapolis,
Minnesota
|
$100M
|
-$4.54M
|
-123,412
|
-4%
|
|
|
3
|
|
$43.5M
|
+$922K
|
+25,074
|
+2%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$30.7M
|
+$1.83M
|
+49,875
|
+6%
|
|
|
5
|
Wealthfront
Palo Alto,
California
|
$25.5M
|
-$15.6M
|
-423,155
|
-36%
|
|
|
6
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$24.9M
|
+$26.3M
|
+716,410
|
+10,474%
|
|
|
7
|
Commerce Bank
Kansas City,
Missouri
|
$20.7M
|
+$514K
|
+13,978
|
+2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.3M
|
+$7.39M
|
+201,048
|
+73%
|
|
|
9
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$14M
|
-$2.92M
|
-79,362
|
-16%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$13.7M
|
+$14.6M
|
+398,463
|
New
|
|
|
11
|
Natixis Advisors
Boston,
Massachusetts
|
$12.6M
|
+$351K
|
+9,560
|
+3%
|
|
|
12
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$11.8M
|
-$2.86M
|
-77,900
|
-18%
|
|
|
13
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$11.5M
|
+$296K
|
+8,067
|
+2%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$11M
|
+$5.61M
|
+152,750
|
+91%
|
|
|
15
|
Makena Capital Management
Menlo Park,
California
|
$10.7M
|
–
|
–
|
–
|
|
|
16
|
Miles Capital
West Des Moines,
Iowa
|
$8.89M
|
-$36.4K
|
-990
|
-0.4%
|
|
|
17
|
Emery Howard Portfolio Management
Burlingame,
California
|
$8.75M
|
-$2.42M
|
-65,796
|
-21%
|
|
|
18
|
Bangor Savings Bank
Bangor,
Maine
|
$8.71M
|
-$142K
|
-3,854
|
-1%
|
|
|
19
|
Franklin Resources
San Mateo,
California
|
$7.94M
|
–
|
–
|
–
|
|
|
20
|
McCutchen Group
Seattle,
Washington
|
$7.92M
|
+$544K
|
+14,803
|
+7%
|
|
|
21
|
Sequoia Financial Advisors
Akron,
Ohio
|
$7.66M
|
+$1.76M
|
+47,873
|
+27%
|
|
|
22
|
Credit Suisse
Zurich,
Switzerland
|
$7.26M
|
-$439K
|
-11,947
|
-5%
|
|
|
23
|
FDx Advisors
Chicago,
Illinois
|
$7.26M
|
+$216K
|
+5,889
|
+3%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$7.25M
|
+$631K
|
+17,172
|
+9%
|
|
|
25
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$6.13M
|
-$47.6K
|
-1,295
|
-0.7%
|
|
