|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$349M
|
+$57.5M
|
+1,032,689
|
+20%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$306M
|
+$26.7M
|
+479,914
|
+10%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$123M
|
-$21.8M
|
-390,996
|
-15%
|
|
|
4
|
AllianceBernstein
Nashville,
Tennessee
|
$120M
|
-$2.79M
|
-50,106
|
-2%
|
|
|
5
|
Valmark Advisers
Akron,
Ohio
|
$120M
|
-$3.47M
|
-62,324
|
-3%
|
|
|
6
|
|
$104M
|
+$18.5M
|
+331,500
|
+22%
|
|
|
7
|
Personal Capital Advisors
Redwood City,
California
|
$103M
|
+$21.9M
|
+392,970
|
+27%
|
|
|
8
|
|
$93.9M
|
+$7.14M
|
+128,190
|
+8%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$72.1M
|
+$71.2M
|
+1,278,250
|
+31,238%
|
|
|
10
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$64M
|
+$2.02M
|
+36,298
|
+3%
|
|
|
11
|
|
$60.9M
|
+$2.67M
|
+47,933
|
+5%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$50.8M
|
+$2.21M
|
+39,634
|
+5%
|
|
|
13
|
|
$48.4M
|
+$1.35M
|
+24,216
|
+3%
|
|
|
14
|
Fiduciary Trust
Boston,
Massachusetts
|
$37.1M
|
+$14.7M
|
+264,052
|
+67%
|
|
|
15
|
Aspiriant LLC
Los Angeles,
California
|
$35.4M
|
+$2.26M
|
+40,684
|
+7%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$32.9M
|
+$9.32M
|
+167,378
|
+40%
|
|
|
17
|
JOYN Advisors
Atlanta,
Georgia
|
$32M
|
+$900K
|
+16,174
|
+3%
|
|
|
18
|
Perella Weinberg Partners Capital Management
New York
|
$29.4M
|
+$7.59M
|
+136,328
|
+35%
|
|
|
19
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$26M
|
+$4.09M
|
+73,383
|
+19%
|
|
|
20
|
Windham Capital Management
Boston,
Massachusetts
|
$22.4M
|
-$833K
|
-14,960
|
-4%
|
|
|
21
|
Ballentine Partners
Waltham,
Massachusetts
|
$17.1M
|
+$15.7M
|
+282,834
|
+2,071%
|
|
|
22
|
Emery Howard Portfolio Management
Burlingame,
California
|
$15.8M
|
+$6.19M
|
+111,130
|
+65%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14M
|
+$4.55M
|
+81,691
|
+49%
|
|
|
24
|
|
$13.8M
|
+$13.7M
|
+245,688
|
New
|
|
|
25
|
Great Lakes Advisors
Chicago,
Illinois
|
$11.9M
|
-$256K
|
-4,607
|
-2%
|
|
