|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$771M
|
-$30M
|
-500,135
|
-4%
|
|
|
2
|
M&T Bank
Buffalo,
New York
|
$292M
|
+$225M
|
+3,740,214
|
+181%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$271M
|
+$21.7M
|
+361,886
|
+9%
|
|
|
4
|
|
$139M
|
+$9.91M
|
+165,079
|
+8%
|
|
|
5
|
Valmark Advisers
Akron,
Ohio
|
$117M
|
+$539K
|
+8,978
|
+0.5%
|
|
|
6
|
VOYA Investment Management
Atlanta,
Georgia
|
$91.2M
|
+$2M
|
+33,260
|
+2%
|
|
|
7
|
|
$81.6M
|
+$3.72M
|
+61,928
|
+5%
|
|
|
8
|
|
$73.9M
|
+$12.9M
|
+215,000
|
+21%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$70.5M
|
-$2.02M
|
-33,594
|
-3%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$69.1M
|
-$673K
|
-11,214
|
-1%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$50.5M
|
-$9.96M
|
-165,891
|
-16%
|
|
|
12
|
AllianceBernstein
Nashville,
Tennessee
|
$39.7M
|
-$16.2M
|
-269,940
|
-29%
|
|
|
13
|
Jordan Park Group
San Francisco,
California
|
$38.1M
|
-$5.21M
|
-86,728
|
-12%
|
|
|
14
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$34.9M
|
+$2.99M
|
+49,735
|
+9%
|
|
|
15
|
Aspiriant LLC
Los Angeles,
California
|
$33.8M
|
-$75.3K
|
-1,255
|
-0.2%
|
|
|
16
|
Ballentine Partners
Waltham,
Massachusetts
|
$27.7M
|
+$586K
|
+9,762
|
+2%
|
|
|
17
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$23.7M
|
+$24.1M
|
+401,470
|
New
|
|
|
18
|
Alesco Advisors
Pittsford,
New York
|
$23.5M
|
+$452K
|
+7,529
|
+2%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$23.4M
|
+$1.04M
|
+17,323
|
+5%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.7M
|
-$2.31M
|
-38,398
|
-9%
|
|
|
21
|
JOYN Advisors
Atlanta,
Georgia
|
$22.5M
|
-$744K
|
-12,400
|
-3%
|
|
|
22
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$21.9M
|
+$837K
|
+13,945
|
+4%
|
|
|
23
|
First Quadrant
Glendale,
California
|
$21.4M
|
+$6.88M
|
+114,653
|
+46%
|
|
|
24
|
Great Lakes Advisors
Chicago,
Illinois
|
$20.2M
|
-$662K
|
-11,028
|
-3%
|
|
|
25
|
Emery Howard Portfolio Management
Burlingame,
California
|
$19.9M
|
+$1.31M
|
+21,781
|
+7%
|
|
