|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$555M
|
+$65.1M
|
+1,062,054
|
+13%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$506M
|
+$63.7M
|
+1,040,666
|
+14%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$157M
|
+$18M
|
+294,339
|
+13%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$125M
|
-$4.3M
|
-70,249
|
-3%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$123M
|
+$7.86M
|
+128,247
|
+7%
|
|
|
6
|
|
$117M
|
+$1.12M
|
+18,367
|
+1%
|
|
|
7
|
|
$103M
|
-$373K
|
-6,093
|
-0.4%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$102M
|
-$7.2M
|
-117,486
|
-7%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$95.4M
|
+$25.7M
|
+420,312
|
+37%
|
|
|
10
|
|
$90.5M
|
-$2.43M
|
-39,630
|
-3%
|
|
|
11
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$76.6M
|
+$2.08M
|
+34,031
|
+3%
|
|
|
12
|
AllianceBernstein
Nashville,
Tennessee
|
$70.5M
|
-$55.1M
|
-899,240
|
-44%
|
|
|
13
|
Fiduciary Trust
Boston,
Massachusetts
|
$66M
|
+$6.64M
|
+108,343
|
+11%
|
|
|
14
|
|
$50.7M
|
-$947K
|
-15,456
|
-2%
|
|
|
15
|
Aspiriant LLC
Los Angeles,
California
|
$42.1M
|
+$28.4M
|
+462,955
|
+204%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$39.6M
|
-$269K
|
-4,396
|
-0.7%
|
|
|
17
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$29.1M
|
+$94.1K
|
+1,536
|
+0.3%
|
|
|
18
|
JOYN Advisors
Atlanta,
Georgia
|
$28.6M
|
-$5.33M
|
-86,954
|
-16%
|
|
|
19
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$27.9M
|
+$922K
|
+15,057
|
+3%
|
|
|
20
|
Windham Capital Management
Boston,
Massachusetts
|
$25.9M
|
-$5.25M
|
-85,632
|
-17%
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$25.8M
|
+$26M
|
+423,909
|
+2,649,431%
|
|
|
22
|
Great Lakes Advisors
Chicago,
Illinois
|
$24.9M
|
+$8.12M
|
+132,562
|
+48%
|
|
|
23
|
First Quadrant
Glendale,
California
|
$23M
|
–
|
–
|
–
|
|
|
24
|
BNP Paribas Financial Markets
Paris,
France
|
$22.1M
|
+$22.2M
|
+363,000
|
New
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$21.6M
|
+$2.62M
|
+42,780
|
+14%
|
|
