|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$697M
|
-$20.1M
|
-345,446
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$174M
|
+$15.6M
|
+268,404
|
+9%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$99.3M
|
+$104M
|
+1,789,597
|
New
|
|
|
4
|
Windham Capital Management
Boston,
Massachusetts
|
$71M
|
+$33.7M
|
+579,200
|
+83%
|
|
|
5
|
|
$68.1M
|
+$7.51M
|
+129,280
|
+12%
|
|
|
6
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$65.5M
|
+$4.83M
|
+83,070
|
+8%
|
|
|
7
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$57.8M
|
+$60.6M
|
+1,042,223
|
New
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$45.6M
|
+$45.2M
|
+777,753
|
+1,781%
|
|
|
9
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$34.4M
|
+$1.23M
|
+21,090
|
+4%
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$31.8M
|
+$8.39M
|
+144,314
|
+34%
|
|
|
11
|
FutureAdvisor
San Francisco,
California
|
$28.5M
|
+$8.94M
|
+153,795
|
+43%
|
|
|
12
|
Personal Capital Advisors
Redwood City,
California
|
$27.5M
|
+$4.81M
|
+82,782
|
+20%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$26.1M
|
+$8.68M
|
+149,449
|
+46%
|
|
|
14
|
|
$25.6M
|
-$1.35M
|
-23,282
|
-5%
|
|
|
15
|
|
$23.4M
|
+$4.09M
|
+70,358
|
+20%
|
|
|
16
|
City National Bank
Beverly Hills,
Delaware
|
$21.2M
|
+$16.7M
|
+287,510
|
+303%
|
|
|
17
|
Perella Weinberg Partners Capital Management
New York
|
$16.9M
|
+$17.7M
|
+304,550
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.7M
|
-$1.93M
|
-33,266
|
-10%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$16.5M
|
+$7.1M
|
+122,244
|
+70%
|
|
|
20
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$14.9M
|
+$15.6M
|
+268,800
|
New
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13.4M
|
+$649K
|
+11,175
|
+5%
|
|
|
22
|
Vigilant Capital Management
Portland,
Maine
|
$12.9M
|
+$390K
|
+6,703
|
+3%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$10.6M
|
+$336K
|
+5,777
|
+3%
|
|
|
24
|
Miracle Mile Advisors
Los Angeles,
California
|
$10.6M
|
+$11.1M
|
+191,280
|
New
|
|
|
25
|
Emery Howard Portfolio Management
Burlingame,
California
|
$10.5M
|
+$425K
|
+7,310
|
+4%
|
|
