|
1
|
Personal Capital Advisors
Redwood City,
California
|
$493M
|
+$52.2M
|
+1,310,012
|
+12%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$289M
|
-$4.03M
|
-101,013
|
-1%
|
|
|
3
|
TFO Wealth Partners
Maumee,
Ohio
|
$196M
|
+$187M
|
+4,677,396
|
+6,878,524%
|
|
|
4
|
|
$162M
|
+$86.9M
|
+2,179,319
|
+125%
|
|
|
5
|
|
$127M
|
+$18.9M
|
+475,235
|
+18%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$124M
|
-$1.15M
|
-28,736
|
-1%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$120M
|
+$4.4M
|
+110,342
|
+4%
|
|
|
8
|
Valmark Advisers
Akron,
Ohio
|
$74.9M
|
-$32.4M
|
-812,599
|
-31%
|
|
|
9
|
|
$44.2M
|
+$391K
|
+9,804
|
+0.9%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$41.6M
|
-$2.36M
|
-59,311
|
-6%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$34.8M
|
-$5.41M
|
-135,789
|
-14%
|
|
|
12
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$30M
|
+$1.73M
|
+43,350
|
+6%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.1M
|
-$1.13M
|
-28,434
|
-4%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$24.7M
|
+$19.6M
|
+491,210
|
New
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$24.6M
|
+$1.85M
|
+46,302
|
+8%
|
|
|
16
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$21.5M
|
+$1.66M
|
+41,579
|
+9%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.9M
|
-$6.76M
|
-169,558
|
-25%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$18.6M
|
-$688K
|
-17,249
|
-4%
|
|
|
19
|
Ballentine Partners
Waltham,
Massachusetts
|
$14.2M
|
+$3.84M
|
+96,399
|
+39%
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$13.3M
|
-$2.01M
|
-50,399
|
-14%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$12.5M
|
-$670K
|
-16,794
|
-5%
|
|
|
22
|
|
$12.4M
|
+$2.05M
|
+51,460
|
+21%
|
|
|
23
|
Chilton Capital Management
Houston,
Texas
|
$12.3M
|
-$1.99K
|
-50
|
-0%
|
|
|
24
|
Empirical Wealth Management
Seattle,
Washington
|
$10.6M
|
+$743K
|
+18,636
|
+8%
|
|
|
25
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$10.3M
|
-$382K
|
-9,589
|
-4%
|
|
