|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$487M
|
+$58.1M
|
+966,693
|
+14%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$440M
|
+$83.1M
|
+1,383,389
|
+24%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$138M
|
+$14M
|
+233,711
|
+11%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$128M
|
+$1.8M
|
+30,034
|
+1%
|
|
|
5
|
AllianceBernstein
Nashville,
Tennessee
|
$124M
|
+$13.5M
|
+224,114
|
+12%
|
|
|
6
|
|
$115M
|
+$2.66M
|
+44,195
|
+2%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$114M
|
+$33.1M
|
+551,707
|
+41%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$109M
|
-$8.2M
|
-136,445
|
-7%
|
|
|
9
|
|
$103M
|
+$9.12M
|
+151,833
|
+10%
|
|
|
10
|
|
$92.3M
|
+$2.34M
|
+39,024
|
+3%
|
|
|
11
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$74M
|
+$1.88M
|
+31,355
|
+3%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$69.4M
|
+$7.61M
|
+126,588
|
+12%
|
|
|
13
|
Fiduciary Trust
Boston,
Massachusetts
|
$59M
|
+$6.95M
|
+115,589
|
+13%
|
|
|
14
|
|
$51.3M
|
-$464K
|
-7,730
|
-0.9%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$39.6M
|
+$3.11M
|
+51,719
|
+9%
|
|
|
16
|
Schroders
London,
United Kingdom
|
$39.4M
|
–
|
–
|
–
|
|
|
17
|
JOYN Advisors
Atlanta,
Georgia
|
$33.6M
|
-$574K
|
-9,555
|
-2%
|
|
|
18
|
Windham Capital Management
Boston,
Massachusetts
|
$30.9M
|
+$10.6K
|
+176
|
+0%
|
|
|
19
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$28.6M
|
+$753K
|
+12,530
|
+3%
|
|
|
20
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$26.7M
|
+$26.6M
|
+442,115
|
New
|
|
|
21
|
First Quadrant
Glendale,
California
|
$22.9M
|
+$22.7M
|
+378,292
|
New
|
|
|
22
|
|
$21.1M
|
+$1.47M
|
+24,512
|
+8%
|
|
|
23
|
Alesco Advisors
Pittsford,
New York
|
$19.8M
|
+$513K
|
+8,530
|
+3%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$18.9M
|
+$2.29M
|
+38,051
|
+14%
|
|
|
25
|
Ballentine Partners
Waltham,
Massachusetts
|
$18.6M
|
+$920K
|
+15,314
|
+5%
|
|
