|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$237M
|
-$338M
|
-6,505,002
|
-58%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$201M
|
+$39.5M
|
+760,710
|
+23%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$128M
|
-$22.6M
|
-435,395
|
-14%
|
|
|
4
|
AllianceBernstein
Nashville,
Tennessee
|
$101M
|
+$8.02M
|
+154,440
|
+8%
|
|
|
5
|
|
$63.4M
|
+$10.9M
|
+210,713
|
+20%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$62.3M
|
+$10M
|
+192,422
|
+18%
|
|
|
7
|
Personal Capital Advisors
Redwood City,
California
|
$57.1M
|
+$8.2M
|
+157,785
|
+16%
|
|
|
8
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$53.4M
|
+$439K
|
+8,450
|
+0.8%
|
|
|
9
|
|
$52.2M
|
-$6.84M
|
-131,600
|
-11%
|
|
|
10
|
|
$42.7M
|
-$7.24M
|
-139,401
|
-14%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$42.4M
|
-$4.77M
|
-91,877
|
-10%
|
|
|
12
|
|
$40.3M
|
+$4.31M
|
+83,018
|
+11%
|
|
|
13
|
Aspiriant LLC
Los Angeles,
California
|
$29.3M
|
+$30M
|
+577,509
|
+4,054%
|
|
|
14
|
JOYN Advisors
Atlanta,
Georgia
|
$22.9M
|
-$3.34M
|
-64,266
|
-12%
|
|
|
15
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$18.5M
|
+$1.34M
|
+25,700
|
+7%
|
|
|
16
|
Windham Capital Management
Boston,
Massachusetts
|
$16M
|
-$1.87M
|
-36,061
|
-10%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$12.7M
|
+$936K
|
+18,013
|
+8%
|
|
|
18
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$12.2M
|
+$6.37M
|
+122,650
|
+100%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.5M
|
+$3.48M
|
+66,984
|
+46%
|
|
|
20
|
Vigilant Capital Management
Portland,
Maine
|
$10.1M
|
-$1.9M
|
-36,552
|
-15%
|
|
|
21
|
Gibson Capital
Wexford,
Pennsylvania
|
$9.68M
|
+$9.87M
|
+190,060
|
+3,598%
|
|
|
22
|
Great Lakes Advisors
Chicago,
Illinois
|
$9.11M
|
+$475K
|
+9,139
|
+5%
|
|
|
23
|
JMG Financial Group
Downers Grove,
Illinois
|
$8.8M
|
+$3.84M
|
+73,955
|
+71%
|
|
|
24
|
Whitnell & Co
Oak Brook,
Illinois
|
$8.28M
|
-$578K
|
-11,125
|
-6%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$8.12M
|
+$2M
|
+38,586
|
+31%
|
|
