|
1
|
State Street
Boston,
Massachusetts
|
$156M
|
+$8.04M
|
+291,580
|
+5%
|
|
|
2
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$152M
|
-$21M
|
-762,710
|
-12%
|
|
|
3
|
TIAA CREF Trust
St Louis,
Missouri
|
$13.6M
|
-$459K
|
-16,630
|
-3%
|
|
|
4
|
Beacon Trust
Morristown,
New Jersey
|
$9.42M
|
-$232K
|
-8,398
|
-2%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$8.66M
|
+$510K
|
+18,500
|
+6%
|
|
|
6
|
|
$5.3M
|
-$482K
|
-17,478
|
-8%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$5.21M
|
-$89.3K
|
-3,240
|
-2%
|
|
|
8
|
|
$5.01M
|
+$267K
|
+9,694
|
+6%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$4.87M
|
-$710K
|
-25,738
|
-13%
|
|
|
10
|
Credit Suisse
Zurich,
Switzerland
|
$3.49M
|
+$2.41M
|
+87,486
|
+216%
|
|
|
11
|
Fort Point Capital Partners
San Francisco,
California
|
$3.34M
|
+$1.28M
|
+46,258
|
+61%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.81M
|
-$770K
|
-27,942
|
-21%
|
|
|
13
|
Chatham Capital Group
Savannah,
Georgia
|
$2.7M
|
-$3.11M
|
-112,850
|
-53%
|
|
|
14
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.61M
|
-$15.3K
|
-556
|
-0.6%
|
|
|
15
|
Pure Financial Advisors
San Diego,
California
|
$2.15M
|
+$453K
|
+16,426
|
+26%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$1.81M
|
-$124K
|
-4,502
|
-6%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.68M
|
+$779K
|
+28,268
|
+85%
|
|
|
18
|
Lattice Strategies
Wayne,
Pennsylvania
|
$1.26M
|
-$130K
|
-4,712
|
-9%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$1.22M
|
+$726K
|
+26,322
|
+145%
|
|
|
20
|
First Allied Advisory Services
San Diego,
California
|
$1.2M
|
-$66.4K
|
-2,410
|
-5%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$1.13M
|
+$910K
|
+33,020
|
+391%
|
|
|
22
|
MSI Financial Services
Springfield,
Massachusetts
|
$1.11M
|
+$638K
|
+23,146
|
+133%
|
|
|
23
|
Efficient Advisors
Mason,
Ohio
|
$1.09M
|
+$38.9K
|
+1,412
|
+4%
|
|
|
24
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.02M
|
-$42.7K
|
-1,548
|
-4%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$995K
|
+$406K
|
+14,732
|
+68%
|
|
