|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$634M
|
-$39.9M
|
-713,569
|
-6%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$185M
|
+$24.6M
|
+440,854
|
+15%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$170M
|
+$4.79M
|
+85,738
|
+3%
|
|
|
4
|
AllianceBernstein
Nashville,
Tennessee
|
$106M
|
+$77.4M
|
+1,384,797
|
+277%
|
|
|
5
|
|
$66.6M
|
+$3.55M
|
+63,600
|
+6%
|
|
|
6
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$60.1M
|
-$964K
|
-17,246
|
-2%
|
|
|
7
|
|
$60.1M
|
+$1.63M
|
+29,258
|
+3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$59.8M
|
+$1.8M
|
+32,184
|
+3%
|
|
|
9
|
|
$56.2M
|
-$3.95M
|
-70,777
|
-7%
|
|
|
10
|
Personal Capital Advisors
Redwood City,
California
|
$55.3M
|
+$6.25M
|
+111,809
|
+13%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$53.2M
|
+$949K
|
+16,981
|
+2%
|
|
|
12
|
|
$41M
|
+$1.5M
|
+26,900
|
+4%
|
|
|
13
|
JOYN Advisors
Atlanta,
Georgia
|
$29.6M
|
+$2.21M
|
+39,507
|
+8%
|
|
|
14
|
Windham Capital Management
Boston,
Massachusetts
|
$20.2M
|
-$7.84M
|
-140,306
|
-28%
|
|
|
15
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$19.5M
|
+$490K
|
+8,770
|
+3%
|
|
|
16
|
Vigilant Capital Management
Portland,
Maine
|
$13.5M
|
+$184K
|
+3,285
|
+1%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$13.4M
|
-$5.39M
|
-96,481
|
-29%
|
|
|
18
|
Emery Howard Portfolio Management
Burlingame,
California
|
$10.2M
|
+$346K
|
+6,185
|
+4%
|
|
|
19
|
Whitnell & Co
Oak Brook,
Illinois
|
$10M
|
-$23.6K
|
-423
|
-0.2%
|
|
|
20
|
Great Lakes Advisors
Chicago,
Illinois
|
$9.81M
|
+$1.82M
|
+32,582
|
+23%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$8.63M
|
+$583K
|
+10,438
|
+7%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$8.36M
|
+$310K
|
+5,543
|
+4%
|
|
|
23
|
Alexandria Capital
Arlington,
Virginia
|
$8.25M
|
+$411K
|
+7,364
|
+5%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.17M
|
+$93.9K
|
+1,681
|
+1%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$7.06M
|
-$138K
|
-2,466
|
-2%
|
|
