|
1
|
State Street
Boston,
Massachusetts
|
$235M
|
+$16.7M
|
+587,384
|
+8%
|
|
|
2
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$188M
|
+$7.38M
|
+259,626
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$27.7M
|
+$12.2M
|
+428,246
|
+77%
|
|
|
4
|
TIAA CREF Trust
St Louis,
Missouri
|
$24.7M
|
+$7.74M
|
+272,128
|
+45%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$13.4M
|
+$793K
|
+27,874
|
+6%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$10.7M
|
+$433K
|
+15,220
|
+4%
|
|
|
7
|
Beacon Trust
Morristown,
New Jersey
|
$8.25M
|
-$334K
|
-11,758
|
-4%
|
|
|
8
|
|
$6.19M
|
+$1.17M
|
+41,292
|
+23%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$5.43M
|
+$1.52M
|
+53,474
|
+38%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.34M
|
+$4.33M
|
+152,266
|
+401%
|
|
|
11
|
Chatham Capital Group
Savannah,
Georgia
|
$3.03M
|
+$1.21M
|
+42,600
|
+65%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.55M
|
-$2.67K
|
-94
|
-0.1%
|
|
|
13
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.39M
|
+$2.42M
|
+85,004
|
New
|
|
|
14
|
Bank of New York Mellon
New York
|
$2.31M
|
+$354K
|
+12,442
|
+18%
|
|
|
15
|
Wolverine Trading
Chicago,
Illinois
|
$2.28M
|
-$2.06M
|
-72,364
|
-47%
|
|
|
16
|
|
$2.13M
|
-$2.91M
|
-102,424
|
-57%
|
|
|
17
|
|
$2.11M
|
+$992K
|
+34,860
|
+87%
|
|
|
18
|
Pure Financial Advisors
San Diego,
California
|
$1.93M
|
-$135K
|
-4,742
|
-6%
|
|
|
19
|
Fort Point Capital Partners
San Francisco,
California
|
$1.57M
|
-$1.08M
|
-37,928
|
-41%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.52M
|
+$549K
|
+19,294
|
+56%
|
|
|
21
|
Efficient Advisors
Mason,
Ohio
|
$1.28M
|
-$18.8K
|
-662
|
-1%
|
|
|
22
|
Aviance Capital Management
Sarasota,
Florida
|
$1.23M
|
-$739K
|
-25,970
|
-37%
|
|
|
23
|
Ritholtz Wealth Management
New York
|
$1.19M
|
+$1.2M
|
+42,262
|
New
|
|
|
24
|
Lattice Strategies
Wayne,
Pennsylvania
|
$1.19M
|
+$207K
|
+7,278
|
+21%
|
|
|
25
|
MSI Financial Services
Springfield,
Massachusetts
|
$1M
|
+$79.1K
|
+2,780
|
+8%
|
|
