|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$495M
|
-$101M
|
-1,927,780
|
-17%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$158M
|
-$7M
|
-133,208
|
-4%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$101M
|
+$23M
|
+437,314
|
+28%
|
|
|
4
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$56.8M
|
-$2.27M
|
-43,177
|
-4%
|
|
|
5
|
|
$55.4M
|
-$6.22M
|
-118,374
|
-10%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$52.1M
|
+$6.7M
|
+127,446
|
+14%
|
|
|
7
|
|
$50.5M
|
+$20M
|
+379,993
|
+63%
|
|
|
8
|
|
$49.5M
|
+$12.2M
|
+231,355
|
+31%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$41.1M
|
+$6.65M
|
+126,447
|
+19%
|
|
|
10
|
BlackRock Institutional Trust
San Francisco,
California
|
$37.9M
|
+$39M
|
+741,941
|
New
|
|
|
11
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$33.8M
|
+$1.25M
|
+23,738
|
+4%
|
|
|
12
|
|
$33.5M
|
+$34.4M
|
+655,137
|
New
|
|
|
13
|
Personal Capital Advisors
Redwood City,
California
|
$32.6M
|
+$3.65M
|
+69,376
|
+12%
|
|
|
14
|
|
$31.3M
|
+$13.8M
|
+263,087
|
+75%
|
|
|
15
|
Windham Capital Management
Boston,
Massachusetts
|
$27.9M
|
+$3.96M
|
+75,357
|
+16%
|
|
|
16
|
JOYN Advisors
Atlanta,
Georgia
|
$25.3M
|
-$653K
|
-12,430
|
-2%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$13.4M
|
+$8.23M
|
+156,659
|
+148%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$13.3M
|
+$4.19M
|
+79,765
|
+43%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$13.3M
|
+$9.88M
|
+187,907
|
+262%
|
|
|
20
|
Vigilant Capital Management
Portland,
Maine
|
$12.2M
|
+$145K
|
+2,760
|
+1%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$10.3M
|
-$15.8M
|
-300,406
|
-60%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10.1M
|
-$2.74M
|
-52,049
|
-21%
|
|
|
23
|
JMG Financial Group
Downers Grove,
Illinois
|
$9.37M
|
-$143K
|
-2,716
|
-1%
|
|
|
24
|
Whitnell & Co
Oak Brook,
Illinois
|
$9.14M
|
+$1.27M
|
+24,211
|
+16%
|
|
|
25
|
Alexandria Capital
Arlington,
Virginia
|
$8.63M
|
+$49.2K
|
+936
|
+0.6%
|
|
