|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$592M
|
-$50.4M
|
-949,471
|
-8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$165M
|
+$5.18M
|
+97,648
|
+3%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$78.6M
|
+$26.5M
|
+499,193
|
+48%
|
|
|
4
|
|
$61.3M
|
-$1.36M
|
-25,697
|
-2%
|
|
|
5
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$58.9M
|
-$1.39M
|
-26,249
|
-2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$45.4M
|
+$31.5M
|
+593,511
|
+199%
|
|
|
7
|
|
$37.6M
|
+$16.7M
|
+315,594
|
+75%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$34.5M
|
+$5.55M
|
+104,636
|
+18%
|
|
|
9
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$32.5M
|
+$917K
|
+17,289
|
+3%
|
|
|
10
|
|
$31M
|
+$7.8M
|
+147,080
|
+32%
|
|
|
11
|
FutureAdvisor
San Francisco,
California
|
$30.4M
|
+$4.52M
|
+85,160
|
+17%
|
|
|
12
|
Personal Capital Advisors
Redwood City,
California
|
$28.9M
|
+$3.81M
|
+71,919
|
+15%
|
|
|
13
|
JOYN Advisors
Atlanta,
Georgia
|
$25.9M
|
+$26.9M
|
+507,314
|
New
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$25.6M
|
+$1.64M
|
+30,951
|
+7%
|
|
|
15
|
Windham Capital Management
Boston,
Massachusetts
|
$24M
|
-$42.9M
|
-809,291
|
-63%
|
|
|
16
|
|
$17.8M
|
+$18.6M
|
+350,110
|
New
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.7M
|
+$380K
|
+7,168
|
+3%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.6M
|
-$2.84M
|
-53,604
|
-18%
|
|
|
19
|
Vigilant Capital Management
Portland,
Maine
|
$12M
|
+$216K
|
+4,071
|
+2%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$9.7M
|
-$607K
|
-11,441
|
-6%
|
|
|
21
|
JMG Financial Group
Downers Grove,
Illinois
|
$9.48M
|
+$1.19M
|
+22,511
|
+14%
|
|
|
22
|
Alexandria Capital
Arlington,
Virginia
|
$8.55M
|
+$14.8K
|
+279
|
+0.2%
|
|
|
23
|
Whitnell & Co
Oak Brook,
Illinois
|
$7.89M
|
-$1.74M
|
-32,740
|
-17%
|
|
|
24
|
Perella Weinberg Partners Capital Management
New York
|
$7.69M
|
-$8.15M
|
-153,750
|
-50%
|
|
|
25
|
City National Bank
Beverly Hills,
Delaware
|
$7.11M
|
-$12.9M
|
-242,912
|
-64%
|
|
