|
1
|
Personal Capital Advisors
Redwood City,
California
|
$443M
|
+$24.7M
|
+517,208
|
+5%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$308M
|
+$43.4M
|
+909,742
|
+15%
|
|
|
3
|
|
$131M
|
+$1.45M
|
+30,405
|
+1%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$130M
|
+$6.82M
|
+142,853
|
+5%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$118M
|
+$3.96M
|
+82,897
|
+3%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$108M
|
+$8.38M
|
+175,388
|
+8%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$50.7M
|
+$6.28M
|
+131,464
|
+13%
|
|
|
8
|
|
$48.1M
|
-$3.64M
|
-76,294
|
-7%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$45.4M
|
-$1.63M
|
-34,219
|
-3%
|
|
|
10
|
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
$30M
|
-$25.6M
|
-536,900
|
-44%
|
|
|
11
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$25.9M
|
+$2.92M
|
+61,248
|
+12%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$25.1M
|
+$5.65M
|
+118,288
|
+26%
|
|
|
13
|
Osborne Partners Capital Management
San Francisco,
California
|
$24.8M
|
-$821K
|
-17,192
|
-3%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.8M
|
-$22.5K
|
-471
|
-0.1%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.2M
|
-$6.22M
|
-130,227
|
-21%
|
|
|
16
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$20.3M
|
+$202K
|
+4,230
|
+0.9%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$20.3M
|
+$862K
|
+18,060
|
+4%
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$19.9M
|
-$758K
|
-15,880
|
-3%
|
|
|
19
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$17.9M
|
-$3.2M
|
-67,031
|
-14%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$15.5M
|
-$2.24M
|
-46,816
|
-12%
|
|
|
21
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$14.5M
|
-$7.33M
|
-153,567
|
-32%
|
|
|
22
|
Mason Investment Advisory Services
Reston,
Virginia
|
$13.5M
|
+$13.1M
|
+274,965
|
+887%
|
|
|
23
|
Chilton Capital Management
Houston,
Texas
|
$12.9M
|
-$4.07M
|
-85,189
|
-23%
|
|
|
24
|
Dowling & Yahnke
San Diego,
California
|
$12.9M
|
+$2.78M
|
+58,246
|
+25%
|
|
|
25
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$10M
|
+$1.62M
|
+34,024
|
+18%
|
|
