|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$358M
|
-$24.8M
|
-510,204
|
-6%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$287M
|
+$5.87M
|
+120,736
|
+2%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$102M
|
-$1.42M
|
-29,199
|
-1%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$101M
|
+$7.04M
|
+144,932
|
+7%
|
|
|
5
|
|
$95.6M
|
-$5.45M
|
-112,188
|
-5%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$91.6M
|
+$15.9M
|
+327,668
|
+21%
|
|
|
7
|
AllianceBernstein
Nashville,
Tennessee
|
$89.5M
|
-$34.8M
|
-716,122
|
-28%
|
|
|
8
|
|
$56.9M
|
+$686K
|
+14,116
|
+1%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$54.4M
|
+$1.99M
|
+40,926
|
+4%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$53.2M
|
-$2.85M
|
-58,631
|
-5%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$36.1M
|
-$837K
|
-17,223
|
-2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$33.6M
|
-$2.37M
|
-48,703
|
-7%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$31.3M
|
-$1.65M
|
-33,857
|
-5%
|
|
|
14
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$28.7M
|
-$246K
|
-5,063
|
-0.8%
|
|
|
15
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$22.9M
|
+$22.9M
|
+471,507
|
New
|
|
|
16
|
Bank of New York Mellon
New York
|
$22.2M
|
+$1.83M
|
+37,630
|
+9%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.2M
|
+$314K
|
+6,463
|
+2%
|
|
|
18
|
Ballentine Partners
Waltham,
Massachusetts
|
$18.1M
|
-$1.5M
|
-30,814
|
-8%
|
|
|
19
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$17.6M
|
+$755K
|
+15,531
|
+4%
|
|
|
20
|
|
$16M
|
+$8.99M
|
+184,982
|
+127%
|
|
|
21
|
Chilton Capital Management
Houston,
Texas
|
$15.8M
|
-$7.42M
|
-152,760
|
-32%
|
|
|
22
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$12.5M
|
+$11K
|
+227
|
+0.1%
|
|
|
23
|
VOYA Investment Management
Atlanta,
Georgia
|
$12.4M
|
-$202K
|
-4,166
|
-2%
|
|
|
24
|
Marotta Asset Management
Charlottesville,
Virginia
|
$11.1M
|
-$2.77M
|
-57,006
|
-20%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$10.8M
|
+$3.08M
|
+63,433
|
+40%
|
|
