|
1
|
Lincoln National Corp
Radnor,
Pennsylvania
|
207 Mio. $
|
+6,53 Mio. $
|
+261.118
|
+3 %
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
93,8 Mio. $
|
-3,75 Mio. $
|
-149.766
|
-4 %
|
|
|
3
|
State Street
Boston,
Massachusetts
|
49,4 Mio. $
|
-3,19 Mio. $
|
-127.579
|
-6 %
|
|
|
4
|
LPL Financial
San Diego,
California
|
46,3 Mio. $
|
-12,8 Mio. $
|
-511.344
|
-22 %
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
39,9 Mio. $
|
-13,3 Mio. $
|
-532.851
|
-25 %
|
|
|
6
|
Pure Financial Advisors
San Diego,
California
|
30,7 Mio. $
|
-1,67 Mio. $
|
-66.678
|
-5 %
|
|
|
7
|
|
28,3 Mio. $
|
+8,93 Mio. $
|
+356.862
|
+48 %
|
|
|
8
|
Great Valley Advisor Group
Wilmington,
Delaware
|
23,5 Mio. $
|
+22,3 Mio. $
|
+891.840
|
+3.229 %
|
|
|
9
|
Stadion Money Management
Watkinsville,
Georgia
|
22,3 Mio. $
|
-15,8 Mio. $
|
-631.442
|
-42 %
|
|
|
10
|
|
19,2 Mio. $
|
-16,3 Mio. $
|
-649.499
|
-46 %
|
|
|
11
|
Cannon Financial Strategists
Athens,
Georgia
|
15,5 Mio. $
|
-433.318 $
|
-17.315
|
-3 %
|
|
|
12
|
Willow Creek Wealth Management
Sebastopol,
California
|
14,3 Mio. $
|
+937.609 $
|
+37.466
|
+7 %
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
12,4 Mio. $
|
-1,63 Mio. $
|
-65.181
|
-12 %
|
|
|
14
|
Greenline Partners
New York
|
11,1 Mio. $
|
+10,8 Mio. $
|
+433.156
|
Neu
|
|
|
15
|
Charles Schwab
San Francisco,
California
|
10,1 Mio. $
|
-1,78 Mio. $
|
-71.082
|
-15 %
|
|
|
16
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
9,46 Mio. $
|
+5,44 Mio. $
|
+217.445
|
+143 %
|
|
|
17
|
Mosley Wealth Management
Anaheim,
California
|
8,95 Mio. $
|
+8,76 Mio. $
|
+350.035
|
Neu
|
|
|
18
|
Foundations Investment Advisors
Phoenix,
Arizona
|
8,7 Mio. $
|
-901.172 $
|
-36.010
|
-10 %
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
8,34 Mio. $
|
+371.130 $
|
+14.830
|
+5 %
|
|
|
20
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
7,69 Mio. $
|
-887.583 $
|
-35.467
|
-11 %
|
|
|
21
|
|
7,46 Mio. $
|
+5,59 Mio. $
|
+223.351
|
+327 %
|
|
|
22
|
Prentice Wealth Management
Rochester,
New York
|
6,82 Mio. $
|
+318.376 $
|
+12.722
|
+5 %
|
|
|
23
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
6,76 Mio. $
|
+2,52 Mio. $
|
+100.886
|
+62 %
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
6,72 Mio. $
|
-281.037 $
|
-11.230
|
-4 %
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
6,52 Mio. $
|
-232.613 $
|
-9.295
|
-4 %
|
|
