|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$632M
|
+$4.89M
|
+83,531
|
+0.8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$355M
|
-$298K
|
-5,086
|
-0.1%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$234M
|
+$17.1M
|
+292,332
|
+8%
|
|
|
4
|
|
$129M
|
+$1.43M
|
+24,500
|
+1%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$122M
|
+$2.96M
|
+50,636
|
+3%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$118M
|
-$354K
|
-6,040
|
-0.3%
|
|
|
7
|
VOYA Investment Management
Atlanta,
Georgia
|
$88.2M
|
+$36.9M
|
+629,798
|
+73%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$79.4M
|
-$11.3M
|
-192,549
|
-13%
|
|
|
9
|
|
$75.1M
|
-$95.1K
|
-1,625
|
-0.1%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$73.8M
|
-$5.93M
|
-101,227
|
-7%
|
|
|
11
|
Jordan Park Group
San Francisco,
California
|
$70.5M
|
+$50.6K
|
+865
|
+0.1%
|
|
|
12
|
|
$61.1M
|
+$4.11M
|
+70,300
|
+7%
|
|
|
13
|
Aspiriant LLC
Los Angeles,
California
|
$50.9M
|
+$4.08M
|
+69,755
|
+9%
|
|
|
14
|
AllianceBernstein
Nashville,
Tennessee
|
$50.9M
|
-$368K
|
-6,290
|
-0.7%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$36M
|
+$112K
|
+1,907
|
+0.3%
|
|
|
16
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$30M
|
+$6.23M
|
+106,405
|
+26%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$27.3M
|
-$10.6M
|
-181,257
|
-28%
|
|
|
18
|
Ballentine Partners
Waltham,
Massachusetts
|
$26.1M
|
+$649K
|
+11,092
|
+3%
|
|
|
19
|
Windham Capital Management
Boston,
Massachusetts
|
$24.7M
|
-$6.08M
|
-103,797
|
-20%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.6M
|
-$327K
|
-5,586
|
-1%
|
|
|
21
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$22.1M
|
-$9.39M
|
-160,465
|
-30%
|
|
|
22
|
JOYN Advisors
Atlanta,
Georgia
|
$21.5M
|
+$3.91M
|
+66,868
|
+21%
|
|
|
23
|
Great Lakes Advisors
Chicago,
Illinois
|
$21.4M
|
-$515K
|
-8,798
|
-2%
|
|
|
24
|
Perella Weinberg Partners Capital Management
New York
|
$20.3M
|
+$4.2M
|
+71,750
|
+26%
|
|
|
25
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$18.4M
|
+$1.44M
|
+24,578
|
+9%
|
|
