|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$648M
|
+$148M
|
+2,749,566
|
+30%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$159M
|
-$631K
|
-11,714
|
-0.4%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$154M
|
+$26M
|
+481,728
|
+20%
|
|
|
4
|
|
$60.6M
|
+$9.33M
|
+173,038
|
+18%
|
|
|
5
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$58.7M
|
-$530K
|
-9,838
|
-0.9%
|
|
|
6
|
|
$57.9M
|
-$2.39M
|
-44,330
|
-4%
|
|
|
7
|
|
$56.2M
|
-$606K
|
-11,236
|
-1%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$55.9M
|
+$2.64M
|
+49,008
|
+5%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$50.2M
|
+$62.7K
|
+1,164
|
+0.1%
|
|
|
10
|
Personal Capital Advisors
Redwood City,
California
|
$47.7M
|
+$6.35M
|
+117,788
|
+15%
|
|
|
11
|
|
$38M
|
+$1.99M
|
+36,977
|
+6%
|
|
|
12
|
AllianceBernstein
Nashville,
Tennessee
|
$27M
|
+$27M
|
+500,000
|
New
|
|
|
13
|
Windham Capital Management
Boston,
Massachusetts
|
$27M
|
-$1.77M
|
-32,757
|
-6%
|
|
|
14
|
JOYN Advisors
Atlanta,
Georgia
|
$26.3M
|
-$398K
|
-7,379
|
-1%
|
|
|
15
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$18.3M
|
+$229K
|
+4,250
|
+1%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$18.1M
|
+$12.8M
|
+238,325
|
+247%
|
|
|
17
|
Vigilant Capital Management
Portland,
Maine
|
$12.8M
|
-$95.9K
|
-1,780
|
-0.7%
|
|
|
18
|
Perella Weinberg Partners Capital Management
New York
|
$10.2M
|
+$1.97M
|
+36,636
|
+24%
|
|
|
19
|
Whitnell & Co
Oak Brook,
Illinois
|
$9.65M
|
-$278K
|
-5,165
|
-3%
|
|
|
20
|
|
$9.65M
|
+$166K
|
+3,080
|
+2%
|
|
|
21
|
Emery Howard Portfolio Management
Burlingame,
California
|
$9.48M
|
+$504K
|
+9,358
|
+6%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.77M
|
-$418K
|
-7,749
|
-5%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$7.75M
|
+$1.25M
|
+23,144
|
+19%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$7.74M
|
+$160K
|
+2,961
|
+2%
|
|
|
25
|
Great Lakes Advisors
Chicago,
Illinois
|
$7.68M
|
+$2.38M
|
+44,115
|
+45%
|
|
