|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$604M
|
+$43.5M
|
+755,398
|
+8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$595M
|
-$16M
|
-278,682
|
-3%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$177M
|
+$18.2M
|
+316,760
|
+11%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$119M
|
+$3.21M
|
+55,739
|
+3%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$113M
|
+$6.59M
|
+114,541
|
+6%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$106M
|
+$981K
|
+17,037
|
+0.9%
|
|
|
7
|
|
$94.5M
|
+$2.25M
|
+39,007
|
+2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$88.3M
|
-$3M
|
-52,192
|
-3%
|
|
|
9
|
|
$86.9M
|
-$21.6M
|
-375,700
|
-20%
|
|
|
10
|
|
$82.9M
|
-$6.49M
|
-112,724
|
-7%
|
|
|
11
|
VOYA Investment Management
Atlanta,
Georgia
|
$72.7M
|
+$74.5M
|
+1,294,352
|
New
|
|
|
12
|
|
$46.1M
|
+$942K
|
+16,362
|
+2%
|
|
|
13
|
AllianceBernstein
Nashville,
Tennessee
|
$44.2M
|
+$1.62M
|
+28,149
|
+4%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$42.9M
|
+$2.64M
|
+45,882
|
+6%
|
|
|
15
|
Aspiriant LLC
Los Angeles,
California
|
$40.9M
|
+$1.8M
|
+31,184
|
+4%
|
|
|
16
|
Windham Capital Management
Boston,
Massachusetts
|
$30.2M
|
+$6.76M
|
+117,386
|
+28%
|
|
|
17
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$30M
|
+$707K
|
+12,287
|
+2%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$27.3M
|
+$1.81M
|
+31,427
|
+7%
|
|
|
19
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$24.8M
|
+$2.7M
|
+46,938
|
+12%
|
|
|
20
|
Great Lakes Advisors
Chicago,
Illinois
|
$24.1M
|
+$928K
|
+16,113
|
+4%
|
|
|
21
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$22.8M
|
-$4.05M
|
-70,300
|
-15%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$22.5M
|
+$5.87M
|
+102,012
|
+34%
|
|
|
23
|
First Quadrant
Glendale,
California
|
$21.2M
|
–
|
–
|
–
|
|
|
24
|
Alesco Advisors
Pittsford,
New York
|
$19M
|
+$384K
|
+6,665
|
+2%
|
|
|
25
|
Ballentine Partners
Waltham,
Massachusetts
|
$18.2M
|
-$384K
|
-6,677
|
-2%
|
|
