|
1
|
Personal Capital Advisors
Redwood City,
California
|
$401M
|
+$37.8M
|
+691,616
|
+11%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$363M
|
-$21.5M
|
-392,648
|
-6%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$208M
|
+$1.69M
|
+30,902
|
+0.8%
|
|
|
4
|
|
$133M
|
+$15.9M
|
+291,277
|
+14%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$132M
|
+$8.96M
|
+163,771
|
+7%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$122M
|
+$9.77M
|
+178,580
|
+9%
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
$114M
|
-$345K
|
-6,317
|
-0.3%
|
|
|
8
|
|
$65.3M
|
-$14.8M
|
-271,368
|
-19%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$59M
|
+$1.54M
|
+28,242
|
+3%
|
|
|
10
|
M&T Bank
Buffalo,
New York
|
$43.1M
|
-$6.89M
|
-126,027
|
-14%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$42.8M
|
-$52.4K
|
-958
|
-0.1%
|
|
|
12
|
Miracle Mile Advisors
Los Angeles,
California
|
$39M
|
+$7.74M
|
+141,574
|
+25%
|
|
|
13
|
|
$31.4M
|
+$30.7M
|
+562,226
|
New
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$30.6M
|
-$2.59M
|
-47,431
|
-8%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$29.4M
|
-$5.81M
|
-106,279
|
-17%
|
|
|
16
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$28.7M
|
-$1.27M
|
-23,259
|
-4%
|
|
|
17
|
Bank of New York Mellon
New York
|
$28M
|
+$588K
|
+10,748
|
+2%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.7M
|
+$981K
|
+17,931
|
+4%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$24.3M
|
+$1.54M
|
+28,175
|
+7%
|
|
|
20
|
|
$24.1M
|
-$798K
|
-14,588
|
-3%
|
|
|
21
|
Osborne Partners Capital Management
San Francisco,
California
|
$23.8M
|
+$23.4M
|
+427,188
|
New
|
|
|
22
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$21.9M
|
+$1.65M
|
+30,226
|
+8%
|
|
|
23
|
AllianceBernstein
Nashville,
Tennessee
|
$21.9M
|
-$46.8M
|
-855,888
|
-69%
|
|
|
24
|
Chilton Capital Management
Houston,
Texas
|
$19.9M
|
+$2.99M
|
+54,700
|
+18%
|
|
|
25
|
Prudential Financial
Newark,
New Jersey
|
$17.9M
|
+$383
|
+7
|
+0%
|
|
