|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$794M
|
+$165M
|
+2,828,379
|
+26%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$247M
|
+$15.1M
|
+258,533
|
+7%
|
|
|
3
|
|
$128M
|
-$63.8K
|
-1,093
|
-0%
|
|
|
4
|
M&T Bank
Buffalo,
New York
|
$121M
|
-$42.5K
|
-728
|
-0%
|
|
|
5
|
Valmark Advisers
Akron,
Ohio
|
$116M
|
-$1.34M
|
-23,005
|
-1%
|
|
|
6
|
VOYA Investment Management
Atlanta,
Georgia
|
$88.5M
|
+$905K
|
+15,500
|
+1%
|
|
|
7
|
|
$77.3M
|
+$2.67M
|
+45,753
|
+4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$71.9M
|
-$280M
|
-4,788,416
|
-80%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$69.1M
|
-$4.18M
|
-71,496
|
-6%
|
|
|
10
|
|
$60.6M
|
–
|
–
|
–
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$59.8M
|
-$19M
|
-324,973
|
-24%
|
|
|
12
|
AllianceBernstein
Nashville,
Tennessee
|
$55.2M
|
+$4.63M
|
+79,331
|
+9%
|
|
|
13
|
Jordan Park Group
San Francisco,
California
|
$42.8M
|
-$27.1M
|
-463,345
|
-39%
|
|
|
14
|
Aspiriant LLC
Los Angeles,
California
|
$33.7M
|
-$16.8M
|
-288,209
|
-33%
|
|
|
15
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$31.7M
|
+$1.89M
|
+32,314
|
+6%
|
|
|
16
|
Ballentine Partners
Waltham,
Massachusetts
|
$26.9M
|
+$938K
|
+16,061
|
+4%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.7M
|
+$302K
|
+5,171
|
+1%
|
|
|
18
|
JOYN Advisors
Atlanta,
Georgia
|
$23M
|
+$625K
|
+10,703
|
+3%
|
|
|
19
|
Alesco Advisors
Pittsford,
New York
|
$22.9M
|
+$22.8M
|
+390,829
|
New
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$22.2M
|
-$13.5M
|
-230,358
|
-38%
|
|
|
21
|
Great Lakes Advisors
Chicago,
Illinois
|
$20.7M
|
-$544K
|
-9,309
|
-3%
|
|
|
22
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$20.1M
|
-$1.06M
|
-18,231
|
-5%
|
|
|
23
|
Emery Howard Portfolio Management
Burlingame,
California
|
$18.4M
|
+$248K
|
+4,242
|
+1%
|
|
|
24
|
Bank of New York Mellon
New York
|
$17.3M
|
+$1.31M
|
+22,474
|
+8%
|
|
|
25
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$17.2M
|
+$3.8K
|
+65
|
+0%
|
|
