|
1
|
State Street
Boston,
Massachusetts
|
$278M
|
+$20.9M
|
+740,204
|
+8%
|
|
|
2
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$209M
|
+$7.05M
|
+249,850
|
+3%
|
|
|
3
|
TIAA FSB
Jacksonville,
Florida
|
$47.1M
|
+$2M
|
+70,806
|
+4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$29.3M
|
-$3.22M
|
-114,112
|
-10%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$25.6M
|
+$1.24M
|
+44,052
|
+5%
|
|
|
6
|
Financial Enhancement Group
Anderson,
Indiana
|
$14.1M
|
+$14.1M
|
+501,564
|
New
|
|
|
7
|
Global Financial Private Capital
Sarasota,
Florida
|
$13M
|
+$1.52M
|
+53,952
|
+13%
|
|
|
8
|
|
$11.6M
|
+$3.6M
|
+127,648
|
+45%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$9.78M
|
+$127K
|
+4,488
|
+1%
|
|
|
10
|
Advisory Alpha
Holland,
Michigan
|
$9.71M
|
+$9.84M
|
+348,712
|
New
|
|
|
11
|
UBP Investment Advisors
Geneva,
Switzerland
|
$7.74M
|
+$7.77M
|
+275,304
|
New
|
|
|
12
|
Stadion Money Management
Watkinsville,
Georgia
|
$7.67M
|
+$426K
|
+15,098
|
+6%
|
|
|
13
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$7.55M
|
-$443K
|
-15,696
|
-6%
|
|
|
14
|
Focused Wealth Management
Newburgh,
New York
|
$7.38M
|
+$7.4M
|
+262,508
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$5.61M
|
-$454K
|
-16,108
|
-7%
|
|
|
16
|
Willow Creek Wealth Management
Sebastopol,
California
|
$5.36M
|
+$5.37M
|
+190,534
|
New
|
|
|
17
|
|
$4.3M
|
+$411K
|
+14,568
|
+11%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$3.75M
|
+$402K
|
+14,254
|
+12%
|
|
|
19
|
|
$3.52M
|
+$3.53M
|
+125,184
|
New
|
|
|
20
|
Bank of New York Mellon
New York
|
$3.19M
|
-$42.9K
|
-1,522
|
-1%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.6M
|
+$355K
|
+12,576
|
+16%
|
|
|
22
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.47M
|
-$14.4K
|
-512
|
-0.6%
|
|
|
23
|
|
$2.12M
|
-$9.37K
|
-332
|
-0.4%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$1.35M
|
-$787K
|
-27,916
|
-37%
|
|
|
25
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$1.33M
|
–
|
–
|
–
|
|
