|
1
|
Wells Fargo
San Francisco,
California
|
$632M
|
+$156M
|
+2,572,017
|
+31%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$580M
|
+$53.2M
|
+876,934
|
+10%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$164M
|
+$15.1M
|
+247,961
|
+10%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$120M
|
+$473K
|
+7,799
|
+0.4%
|
|
|
5
|
|
$112M
|
–
|
–
|
–
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$110M
|
-$6.97M
|
-114,858
|
-6%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$109M
|
+$18.6M
|
+306,497
|
+20%
|
|
|
8
|
|
$95.5M
|
-$2.68M
|
-44,227
|
-3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$94.3M
|
-$3.34M
|
-54,936
|
-3%
|
|
|
10
|
|
$92.3M
|
+$6.28M
|
+103,378
|
+7%
|
|
|
11
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$76M
|
+$3.2M
|
+52,660
|
+4%
|
|
|
12
|
Fiduciary Trust
Boston,
Massachusetts
|
$69.9M
|
+$7.31M
|
+120,483
|
+11%
|
|
|
13
|
|
$46.7M
|
-$1.71M
|
-28,231
|
-3%
|
|
|
14
|
AllianceBernstein
Nashville,
Tennessee
|
$44.1M
|
-$24.2M
|
-398,475
|
-34%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$41.7M
|
+$4.09M
|
+67,422
|
+10%
|
|
|
16
|
Aspiriant LLC
Los Angeles,
California
|
$40.4M
|
+$359K
|
+5,907
|
+0.9%
|
|
|
17
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$30.3M
|
+$3.89M
|
+64,058
|
+14%
|
|
|
18
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$27.6M
|
–
|
–
|
–
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$26.4M
|
+$1.83M
|
+30,152
|
+7%
|
|
|
20
|
Windham Capital Management
Boston,
Massachusetts
|
$24.4M
|
-$259K
|
-4,265
|
-1%
|
|
|
21
|
Great Lakes Advisors
Chicago,
Illinois
|
$24M
|
+$245K
|
+4,031
|
+1%
|
|
|
22
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$23M
|
+$2.14M
|
+35,281
|
+10%
|
|
|
23
|
|
$22.6M
|
+$22.2M
|
+365,554
|
+1,556%
|
|
|
24
|
First Quadrant
Glendale,
California
|
$22M
|
–
|
–
|
–
|
|
|
25
|
JOYN Advisors
Atlanta,
Georgia
|
$19.8M
|
-$7.8M
|
-128,404
|
-27%
|
|
