|
1
|
State Street
Boston,
Massachusetts
|
$207M
|
+$14.2M
|
+495,256
|
+7%
|
|
|
2
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$183M
|
+$4.15M
|
+144,764
|
+2%
|
|
|
3
|
TIAA CREF Trust
St Louis,
Missouri
|
$14.4M
|
+$267K
|
+9,316
|
+2%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$13.1M
|
+$5.2M
|
+181,690
|
+68%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$10.3M
|
+$1.52M
|
+52,902
|
+18%
|
|
|
6
|
Beacon Trust
Morristown,
New Jersey
|
$9.52M
|
-$334K
|
-11,662
|
-3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$6.9M
|
+$1.09M
|
+37,916
|
+19%
|
|
|
8
|
|
$5.65M
|
+$90K
|
+3,142
|
+2%
|
|
|
9
|
|
$4.95M
|
+$104K
|
+3,626
|
+2%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$3.9M
|
+$333K
|
+11,638
|
+9%
|
|
|
11
|
Fort Point Capital Partners
San Francisco,
California
|
$3.39M
|
-$80.4K
|
-2,808
|
-2%
|
|
|
12
|
|
$3.37M
|
+$2.93M
|
+102,330
|
+750%
|
|
|
13
|
Chatham Capital Group
Savannah,
Georgia
|
$3.01M
|
+$136K
|
+4,750
|
+5%
|
|
|
14
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.61M
|
-$91.9K
|
-3,210
|
-3%
|
|
|
15
|
FCG Advisors
Chatham,
New Jersey
|
$2.48M
|
–
|
–
|
–
|
|
|
16
|
Pure Financial Advisors
San Diego,
California
|
$2.38M
|
+$157K
|
+5,498
|
+7%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.77M
|
+$1.16M
|
+40,562
|
+200%
|
|
|
18
|
Efficient Advisors
Mason,
Ohio
|
$1.33M
|
+$21.6K
|
+754
|
+2%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.1M
|
+$52.3K
|
+1,826
|
+5%
|
|
|
20
|
MSI Financial Services
Springfield,
Massachusetts
|
$1.1M
|
-$31.4K
|
-1,098
|
-3%
|
|
|
21
|
Lattice Strategies
Wayne,
Pennsylvania
|
$1.06M
|
-$87.2K
|
-3,046
|
-8%
|
|
|
22
|
Cambria Investment Management
Manhattan Beach,
California
|
$955K
|
+$177K
|
+6,194
|
+23%
|
|
|
23
|
Wolverine Trading
Chicago,
Illinois
|
$920K
|
+$909K
|
+31,740
|
New
|
|
|
24
|
Bank of New York Mellon
New York
|
$886K
|
+$392K
|
+13,672
|
+81%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$874K
|
-$808K
|
-28,202
|
-49%
|
|
