|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$421M
|
+$51.3M
|
+877,225
|
+14%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$349M
|
+$26.3M
|
+450,385
|
+8%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$124M
|
-$2.33M
|
-39,908
|
-2%
|
|
|
4
|
Personal Capital Advisors
Redwood City,
California
|
$122M
|
+$12.6M
|
+215,404
|
+12%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$115M
|
-$14.7M
|
-251,116
|
-11%
|
|
|
6
|
|
$111M
|
+$1.17M
|
+20,000
|
+1%
|
|
|
7
|
AllianceBernstein
Nashville,
Tennessee
|
$109M
|
-$18M
|
-308,076
|
-14%
|
|
|
8
|
|
$91.7M
|
-$7.36M
|
-126,011
|
-8%
|
|
|
9
|
|
$88.3M
|
+$23.6M
|
+403,889
|
+37%
|
|
|
10
|
M&T Bank
Buffalo,
New York
|
$79.2M
|
+$2.96M
|
+50,624
|
+4%
|
|
|
11
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$70.8M
|
+$3.1M
|
+53,079
|
+5%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$60.6M
|
+$6.87M
|
+117,525
|
+13%
|
|
|
13
|
Fiduciary Trust
Boston,
Massachusetts
|
$51.1M
|
+$11.7M
|
+200,572
|
+30%
|
|
|
14
|
|
$50.9M
|
-$309K
|
-5,295
|
-0.6%
|
|
|
15
|
Aspiriant LLC
Los Angeles,
California
|
$39.2M
|
+$1.84M
|
+31,531
|
+5%
|
|
|
16
|
Schroders
London,
United Kingdom
|
$38.8M
|
+$38M
|
+650,914
|
New
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$35.8M
|
+$1.09M
|
+18,727
|
+3%
|
|
|
18
|
JOYN Advisors
Atlanta,
Georgia
|
$33.6M
|
-$223K
|
-3,808
|
-0.7%
|
|
|
19
|
Windham Capital Management
Boston,
Massachusetts
|
$30.3M
|
+$6.54M
|
+111,906
|
+28%
|
|
|
20
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$26.5M
|
–
|
–
|
–
|
|
|
21
|
|
$19.2M
|
+$4.54M
|
+77,773
|
+32%
|
|
|
22
|
Alesco Advisors
Pittsford,
New York
|
$18.9M
|
+$17.1M
|
+293,366
|
+1,156%
|
|
|
23
|
Perella Weinberg Partners Capital Management
New York
|
$17.4M
|
-$13.5M
|
-231,111
|
-44%
|
|
|
24
|
Ballentine Partners
Waltham,
Massachusetts
|
$17.3M
|
-$289K
|
-4,950
|
-2%
|
|
|
25
|
Emery Howard Portfolio Management
Burlingame,
California
|
$17.1M
|
+$363K
|
+6,207
|
+2%
|
|
