|
1
|
Personal Capital Advisors
Redwood City,
California
|
$405M
|
+$26.6M
|
+612,078
|
+6%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$270M
|
+$5.34M
|
+123,025
|
+2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$115M
|
+$3.88M
|
+89,481
|
+3%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$107M
|
+$6.11M
|
+140,728
|
+5%
|
|
|
5
|
Valmark Advisers
Akron,
Ohio
|
$100M
|
+$8.05M
|
+185,591
|
+8%
|
|
|
6
|
|
$98.7M
|
-$16M
|
-367,792
|
-12%
|
|
|
7
|
|
$66.4M
|
+$70.4M
|
+1,622,850
|
+1,378%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$40.7M
|
-$3.42M
|
-78,918
|
-7%
|
|
|
9
|
|
$40.4M
|
-$1.21M
|
-27,871
|
-3%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$37.3M
|
-$2.07M
|
-47,671
|
-5%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27M
|
+$7.36M
|
+169,515
|
+32%
|
|
|
12
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$26M
|
+$4.19M
|
+96,537
|
+16%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.8M
|
+$8.57M
|
+197,603
|
+41%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$20.9M
|
-$959K
|
-22,110
|
-4%
|
|
|
15
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$18.3M
|
+$867K
|
+19,982
|
+4%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$17.8M
|
+$376K
|
+8,655
|
+2%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$14.2M
|
-$3.37M
|
-77,747
|
-17%
|
|
|
18
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$12.3M
|
-$277K
|
-6,377
|
-2%
|
|
|
19
|
Dowling & Yahnke
San Diego,
California
|
$12.3M
|
+$1.32M
|
+30,352
|
+10%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$12.2M
|
-$1.29M
|
-29,712
|
-9%
|
|
|
21
|
Chilton Capital Management
Houston,
Texas
|
$11.3M
|
+$213K
|
+4,910
|
+2%
|
|
|
22
|
Mason Investment Advisory Services
Reston,
Virginia
|
$10.8M
|
-$984K
|
-22,675
|
-7%
|
|
|
23
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$9.91M
|
+$1.46M
|
+33,599
|
+15%
|
|
|
24
|
|
$9.46M
|
+$1.01M
|
+23,260
|
+10%
|
|
|
25
|
Ballentine Partners
Waltham,
Massachusetts
|
$9.39M
|
+$3.58M
|
+82,422
|
+50%
|
|
