|
1
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$183M
|
-$1.55M
|
-54,772
|
-0.8%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$154M
|
+$7.43M
|
+262,580
|
+5%
|
|
|
3
|
TIAA CREF Trust
St Louis,
Missouri
|
$14.3M
|
-$573K
|
-20,234
|
-4%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$9.23M
|
+$170K
|
+6,012
|
+2%
|
|
|
5
|
Chatham Capital Group
Savannah,
Georgia
|
$7.28M
|
+$1.23M
|
+43,300
|
+20%
|
|
|
6
|
Beacon Trust
Morristown,
New Jersey
|
$7.01M
|
-$133K
|
-4,682
|
-2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$6.39M
|
-$773K
|
-27,324
|
-11%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$5.93M
|
+$2.78M
|
+98,226
|
+89%
|
|
|
9
|
|
$5.38M
|
+$458K
|
+16,182
|
+9%
|
|
|
10
|
Bank of New York Mellon
New York
|
$5.31M
|
-$4.87M
|
-172,188
|
-48%
|
|
|
11
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4.48M
|
-$70.1K
|
-2,478
|
-2%
|
|
|
12
|
Pure Financial Advisors
San Diego,
California
|
$3.08M
|
-$206K
|
-7,268
|
-6%
|
|
|
13
|
Fort Point Capital Partners
San Francisco,
California
|
$2.2M
|
+$33.4K
|
+1,180
|
+2%
|
|
|
14
|
Lattice Strategies
Wayne,
Pennsylvania
|
$1.67M
|
+$174K
|
+6,156
|
+12%
|
|
|
15
|
Efficient Advisors
Mason,
Ohio
|
$1.28M
|
+$45.9K
|
+1,622
|
+4%
|
|
|
16
|
Credit Suisse
Zurich,
Switzerland
|
$1.13M
|
+$1.13M
|
+39,764
|
New
|
|
|
17
|
Cambria Investment Management
Manhattan Beach,
California
|
$875K
|
+$679K
|
+23,976
|
+349%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$854K
|
-$101K
|
-3,556
|
-11%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$845K
|
+$148K
|
+5,242
|
+21%
|
|
|
20
|
MSI Financial Services
Springfield,
Massachusetts
|
$834K
|
+$792K
|
+27,964
|
+1,923%
|
|
|
21
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$723K
|
-$50.3K
|
-1,778
|
-7%
|
|
|
22
|
Stonehage Fleming (UK)
London,
United Kingdom
|
$704K
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$678K
|
+$170
|
+6
|
+0%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$659K
|
+$35.8K
|
+1,266
|
+6%
|
|
|
25
|
HSBC Holdings
London,
United Kingdom
|
$567K
|
+$283K
|
+10,000
|
+100%
|
|
