|
1
|
Personal Capital Advisors
Redwood City,
California
|
$493M
|
+$47.6M
|
+914,169
|
+11%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$314M
|
+$9.36M
|
+179,593
|
+3%
|
|
|
3
|
|
$152M
|
+$12M
|
+230,209
|
+9%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$145M
|
+$5.31M
|
+101,871
|
+4%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$134M
|
+$5.42M
|
+104,018
|
+4%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$118M
|
+$472K
|
+9,061
|
+0.4%
|
|
|
7
|
|
$105M
|
+$105M
|
+2,015,577
|
New
|
|
|
8
|
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
$63.1M
|
-$26.4M
|
-506,000
|
-29%
|
|
|
9
|
|
$60.5M
|
-$2.04M
|
-39,241
|
-3%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$55M
|
+$406K
|
+7,798
|
+0.7%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$52.6M
|
+$8.93M
|
+171,351
|
+20%
|
|
|
12
|
Miracle Mile Advisors
Los Angeles,
California
|
$35.8M
|
+$1.34M
|
+25,642
|
+4%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$31.7M
|
+$3.1M
|
+59,421
|
+11%
|
|
|
14
|
Osborne Partners Capital Management
San Francisco,
California
|
$30M
|
+$1.94M
|
+37,332
|
+7%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28M
|
+$542K
|
+10,400
|
+2%
|
|
|
16
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$27.2M
|
+$347K
|
+6,662
|
+1%
|
|
|
17
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$25M
|
-$439K
|
-8,422
|
-2%
|
|
|
18
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$24.5M
|
+$23.3M
|
+446,957
|
+1,765%
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$24.2M
|
+$4.67M
|
+89,605
|
+24%
|
|
|
20
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$23.6M
|
+$1.02M
|
+19,652
|
+5%
|
|
|
21
|
M&T Bank
Buffalo,
New York
|
$23.5M
|
-$840K
|
-16,124
|
-3%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$22.9M
|
-$3.33M
|
-63,836
|
-13%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$20.6M
|
+$39.5K
|
+758
|
+0.2%
|
|
|
24
|
Chilton Capital Management
Houston,
Texas
|
$19.6M
|
+$1.41M
|
+27,106
|
+8%
|
|
|
25
|
Dowling & Yahnke
San Diego,
California
|
$12.1M
|
+$627K
|
+12,037
|
+5%
|
|
