|
1
|
State Street
Boston,
Massachusetts
|
$259M
|
-$14.6M
|
-517,110
|
-5%
|
|
|
2
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$199M
|
+$6.61M
|
+233,708
|
+3%
|
|
|
3
|
TIAA FSB
Jacksonville,
Florida
|
$42.8M
|
+$43.1M
|
+1,523,808
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$28.4M
|
-$6.27M
|
-221,390
|
-18%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$21.4M
|
-$265K
|
-9,358
|
-1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$10.1M
|
-$176K
|
-6,230
|
-2%
|
|
|
7
|
Global Financial Private Capital
Sarasota,
Florida
|
$9.49M
|
+$863K
|
+30,504
|
+10%
|
|
|
8
|
|
$7.69M
|
+$1.4M
|
+49,410
|
+22%
|
|
|
9
|
Stadion Money Management
Watkinsville,
Georgia
|
$6.5M
|
+$810K
|
+28,606
|
+14%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$6.37M
|
-$1.09M
|
-38,654
|
-15%
|
|
|
11
|
|
$4.53M
|
+$491K
|
+17,354
|
+12%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$3.65M
|
+$3.68M
|
+130,076
|
New
|
|
|
13
|
|
$3.54M
|
-$4.28M
|
-151,316
|
-55%
|
|
|
14
|
Bank of New York Mellon
New York
|
$3.4M
|
+$129K
|
+4,568
|
+4%
|
|
|
15
|
Chatham Capital Group
Savannah,
Georgia
|
$3M
|
–
|
–
|
–
|
|
|
16
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.52M
|
-$7.25K
|
-256
|
-0.3%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.48M
|
+$270K
|
+9,554
|
+12%
|
|
|
18
|
|
$2.14M
|
+$29.3K
|
+1,036
|
+1%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$2.05M
|
+$337K
|
+11,902
|
+19%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.85M
|
-$249K
|
-8,796
|
-12%
|
|
|
21
|
Pure Financial Advisors
San Diego,
California
|
$1.81M
|
-$4.13K
|
-146
|
-0.2%
|
|
|
22
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$1.37M
|
-$169K
|
-5,980
|
-11%
|
|
|
23
|
Efficient Advisors
Mason,
Ohio
|
$1.27M
|
-$28.8K
|
-1,018
|
-2%
|
|
|
24
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.24M
|
+$151K
|
+5,328
|
+14%
|
|
|
25
|
Lattice Strategies
Wayne,
Pennsylvania
|
$1.18M
|
–
|
–
|
–
|
|
