|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$376M
|
-$231M
|
-4,293,052
|
-33%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$220M
|
+$26.3M
|
+488,086
|
+11%
|
|
|
3
|
|
$99.5M
|
-$1.84M
|
-34,236
|
-1%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$93.5M
|
+$10.3M
|
+191,689
|
+10%
|
|
|
5
|
VOYA Investment Management
Atlanta,
Georgia
|
$78.1M
|
+$14.9M
|
+276,606
|
+18%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$73.7M
|
+$80.5M
|
+1,495,373
|
+670%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$70.5M
|
-$224M
|
-4,159,332
|
-72%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$65.3M
|
+$81.3M
|
+1,510,918
|
+14,532%
|
|
|
9
|
|
$56.3M
|
-$3.76M
|
-69,923
|
-5%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$44.9M
|
-$7.92M
|
-147,155
|
-12%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$44.3M
|
-$7.37M
|
-136,856
|
-12%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$34.8M
|
-$2.31M
|
-42,834
|
-5%
|
|
|
13
|
AllianceBernstein
Nashville,
Tennessee
|
$31.5M
|
+$3.37M
|
+62,625
|
+9%
|
|
|
14
|
Aspiriant LLC
Los Angeles,
California
|
$26.2M
|
+$2.04M
|
+37,844
|
+7%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$26M
|
+$11.3M
|
+209,925
|
+53%
|
|
|
16
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$25.8M
|
+$541K
|
+10,044
|
+2%
|
|
|
17
|
Ballentine Partners
Waltham,
Massachusetts
|
$19.3M
|
-$973K
|
-18,068
|
-4%
|
|
|
18
|
|
$19.3M
|
-$43.1M
|
-800,683
|
-64%
|
|
|
19
|
Alesco Advisors
Pittsford,
New York
|
$18.7M
|
+$1.97M
|
+36,550
|
+9%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.8M
|
+$470K
|
+8,727
|
+2%
|
|
|
21
|
Bank of New York Mellon
New York
|
$15.9M
|
+$2.37M
|
+44,019
|
+13%
|
|
|
22
|
Truepoint Inc
Cincinnati,
Ohio
|
$15.5M
|
+$15.9M
|
+295,274
|
+451%
|
|
|
23
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$13.9M
|
+$2.48M
|
+46,150
|
+17%
|
|
|
24
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$13.2M
|
+$227K
|
+4,214
|
+1%
|
|
|
25
|
Stevard LLC
Chicago,
Illinois
|
$13.1M
|
–
|
–
|
–
|
|
