|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$276M
|
+$58.2M
|
+1,119,361
|
+28%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$264M
|
+$192M
|
+3,694,537
|
+294%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$137M
|
-$559K
|
-10,749
|
-0.4%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$117M
|
+$114M
|
+2,193,393
|
New
|
|
|
5
|
AllianceBernstein
Nashville,
Tennessee
|
$117M
|
+$7.88M
|
+151,403
|
+7%
|
|
|
6
|
|
$82M
|
+$13.6M
|
+260,573
|
+20%
|
|
|
7
|
|
$80.4M
|
+$23.7M
|
+456,277
|
+43%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$78.7M
|
+$95.1M
|
+1,827,938
|
New
|
|
|
9
|
Personal Capital Advisors
Redwood City,
California
|
$77.4M
|
+$15.3M
|
+294,101
|
+26%
|
|
|
10
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$58.7M
|
+$1.25M
|
+23,980
|
+2%
|
|
|
11
|
|
$55.1M
|
+$9.05M
|
+174,021
|
+20%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$45.9M
|
+$417K
|
+8,012
|
+0.9%
|
|
|
13
|
|
$44.6M
|
+$1.26M
|
+24,177
|
+3%
|
|
|
14
|
Schroders
London,
United Kingdom
|
$36.2M
|
+$35.4M
|
+679,950
|
New
|
|
|
15
|
Aspiriant LLC
Los Angeles,
California
|
$31.3M
|
-$205K
|
-3,935
|
-0.7%
|
|
|
16
|
JOYN Advisors
Atlanta,
Georgia
|
$29.5M
|
+$4.74M
|
+91,207
|
+20%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$22.2M
|
+$8.34M
|
+160,259
|
+62%
|
|
|
18
|
Windham Capital Management
Boston,
Massachusetts
|
$22M
|
+$4.66M
|
+89,574
|
+28%
|
|
|
19
|
Fiduciary Trust
Boston,
Massachusetts
|
$21M
|
+$13.9M
|
+267,627
|
+210%
|
|
|
20
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$20.7M
|
+$840K
|
+16,150
|
+4%
|
|
|
21
|
Perella Weinberg Partners Capital Management
New York
|
$20.6M
|
+$15.9M
|
+305,025
|
+373%
|
|
|
22
|
Great Lakes Advisors
Chicago,
Illinois
|
$11.5M
|
+$1.69M
|
+32,559
|
+18%
|
|
|
23
|
Emery Howard Portfolio Management
Burlingame,
California
|
$9.06M
|
+$437K
|
+8,404
|
+5%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$8.95M
|
+$266K
|
+5,113
|
+3%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.88M
|
-$2.38M
|
-45,675
|
-22%
|
|
