|
1
|
Personal Capital Advisors
Redwood City,
California
|
$464M
|
+$27.9M
|
+494,983
|
+6%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$317M
|
-$10.6M
|
-187,278
|
-3%
|
|
|
3
|
|
$145M
|
+$10.2M
|
+181,738
|
+7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$145M
|
+$6.83M
|
+121,179
|
+5%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$133M
|
+$6.79M
|
+120,343
|
+5%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$122M
|
+$6.88M
|
+121,936
|
+6%
|
|
|
7
|
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
$92.8M
|
-$1.22M
|
-21,600
|
-1%
|
|
|
8
|
|
$64.9M
|
-$2.18M
|
-38,711
|
-3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$56.7M
|
-$2.9M
|
-51,364
|
-5%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$45.4M
|
+$4.74M
|
+84,071
|
+11%
|
|
|
11
|
Miracle Mile Advisors
Los Angeles,
California
|
$35.8M
|
-$10M
|
-177,922
|
-21%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$29.6M
|
+$4.8M
|
+85,177
|
+18%
|
|
|
13
|
Osborne Partners Capital Management
San Francisco,
California
|
$29.2M
|
+$2.15M
|
+38,145
|
+8%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.5M
|
-$98.7K
|
-1,750
|
-0.3%
|
|
|
15
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$27.9M
|
+$3.13M
|
+55,479
|
+12%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$27.2M
|
+$964K
|
+17,089
|
+4%
|
|
|
17
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$26.4M
|
-$509K
|
-9,025
|
-2%
|
|
|
18
|
M&T Bank
Buffalo,
New York
|
$25.3M
|
-$5.77M
|
-102,373
|
-18%
|
|
|
19
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$23.5M
|
+$2.05M
|
+36,374
|
+9%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$21.3M
|
-$2.49M
|
-44,240
|
-10%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$20.3M
|
-$553K
|
-9,801
|
-3%
|
|
|
22
|
Chilton Capital Management
Houston,
Texas
|
$18.9M
|
-$8.75M
|
-155,184
|
-31%
|
|
|
23
|
Dowling & Yahnke
San Diego,
California
|
$11.9M
|
+$1.49M
|
+26,366
|
+14%
|
|
|
24
|
JMG Financial Group
Downers Grove,
Illinois
|
$11.1M
|
-$719K
|
-12,745
|
-6%
|
|
|
25
|
VOYA Investment Management
Atlanta,
Georgia
|
$10.6M
|
+$252K
|
+4,471
|
+2%
|
|
