|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$539M
|
-$25.3M
|
-467,953
|
-4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$327M
|
-$236M
|
-4,369,245
|
-41%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$178M
|
+$13.5M
|
+250,831
|
+8%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$109M
|
-$1.97M
|
-36,436
|
-2%
|
|
|
5
|
|
$105M
|
+$16.9M
|
+312,970
|
+19%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$103M
|
-$2.99M
|
-55,379
|
-3%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$82.1M
|
-$17.5M
|
-324,012
|
-17%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$74.9M
|
-$7.77M
|
-143,958
|
-9%
|
|
|
9
|
VOYA Investment Management
Atlanta,
Georgia
|
$67.6M
|
-$269K
|
-4,977
|
-0.4%
|
|
|
10
|
|
$64.1M
|
-$13.6M
|
-252,478
|
-17%
|
|
|
11
|
Jordan Park Group
San Francisco,
California
|
$62.1M
|
+$64M
|
+1,185,595
|
New
|
|
|
12
|
|
$55.1M
|
-$26.8M
|
-496,301
|
-32%
|
|
|
13
|
|
$42.8M
|
-$190K
|
-3,529
|
-0.4%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$38.4M
|
-$1.62M
|
-29,987
|
-4%
|
|
|
15
|
AllianceBernstein
Nashville,
Tennessee
|
$38M
|
-$3.3M
|
-61,105
|
-8%
|
|
|
16
|
Aspiriant LLC
Los Angeles,
California
|
$37.3M
|
-$838K
|
-15,523
|
-2%
|
|
|
17
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$29.5M
|
+$1.57M
|
+29,169
|
+5%
|
|
|
18
|
Ballentine Partners
Waltham,
Massachusetts
|
$22.8M
|
+$5.94M
|
+110,070
|
+34%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.5M
|
+$5.21M
|
+96,492
|
+31%
|
|
|
20
|
Great Lakes Advisors
Chicago,
Illinois
|
$21.1M
|
-$1.44M
|
-26,711
|
-6%
|
|
|
21
|
Alesco Advisors
Pittsford,
New York
|
$18.9M
|
+$1.19M
|
+21,973
|
+6%
|
|
|
22
|
Choreo LLC
Rockford,
Illinois
|
$17.5M
|
+$6.34M
|
+117,569
|
+54%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$17.1M
|
+$10.7M
|
+198,448
|
+156%
|
|
|
24
|
Windham Capital Management
Boston,
Massachusetts
|
$16.1M
|
-$12.4M
|
-230,345
|
-43%
|
|
|
25
|
JOYN Advisors
Atlanta,
Georgia
|
$16.1M
|
-$522K
|
-9,673
|
-3%
|
|
