|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$633M
|
+$20.1M
|
+355,364
|
+3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$359M
|
-$11.9M
|
-210,003
|
-3%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$219M
|
+$15.5M
|
+273,627
|
+8%
|
|
|
4
|
|
$129M
|
+$9.5M
|
+167,572
|
+8%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$120M
|
+$3.1M
|
+54,785
|
+3%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$120M
|
-$4M
|
-70,639
|
-3%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$91.6M
|
-$1.59M
|
-28,079
|
-2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$80.6M
|
-$4.27M
|
-75,423
|
-5%
|
|
|
9
|
|
$76M
|
+$2.91M
|
+51,380
|
+4%
|
|
|
10
|
Jordan Park Group
San Francisco,
California
|
$71.1M
|
+$452K
|
+7,980
|
+0.7%
|
|
|
11
|
|
$57.5M
|
-$4.93M
|
-86,979
|
-8%
|
|
|
12
|
AllianceBernstein
Nashville,
Tennessee
|
$51.7M
|
+$8.08M
|
+142,667
|
+20%
|
|
|
13
|
VOYA Investment Management
Atlanta,
Georgia
|
$51.5M
|
-$24.1M
|
-424,692
|
-33%
|
|
|
14
|
Aspiriant LLC
Los Angeles,
California
|
$47.2M
|
+$4.58M
|
+80,874
|
+11%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$38.4M
|
+$22M
|
+387,936
|
+152%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$36.2M
|
-$7.12M
|
-125,637
|
-17%
|
|
|
17
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$31.9M
|
-$1.53M
|
-27,052
|
-5%
|
|
|
18
|
Windham Capital Management
Boston,
Massachusetts
|
$31.1M
|
+$12.2M
|
+215,546
|
+70%
|
|
|
19
|
Ballentine Partners
Waltham,
Massachusetts
|
$25.7M
|
-$141K
|
-2,490
|
-0.6%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.2M
|
+$669K
|
+11,812
|
+3%
|
|
|
21
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$23.9M
|
+$6.33M
|
+111,688
|
+39%
|
|
|
22
|
Great Lakes Advisors
Chicago,
Illinois
|
$22.1M
|
-$1.78M
|
-31,327
|
-8%
|
|
|
23
|
Alesco Advisors
Pittsford,
New York
|
$21.9M
|
+$398K
|
+7,029
|
+2%
|
|
|
24
|
JOYN Advisors
Atlanta,
Georgia
|
$18.8M
|
+$493K
|
+8,691
|
+3%
|
|
|
25
|
Emery Howard Portfolio Management
Burlingame,
California
|
$18.2M
|
+$93.8K
|
+1,655
|
+0.5%
|
|
