|
1
|
State Street
Boston,
Massachusetts
|
$282M
|
+$6.24M
|
+224,902
|
+2%
|
|
|
2
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$212M
|
+$4.58M
|
+164,930
|
+2%
|
|
|
3
|
TIAA FSB
Jacksonville,
Florida
|
$40.9M
|
-$5.79M
|
-208,440
|
-12%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$27.4M
|
+$1.98M
|
+71,400
|
+8%
|
|
|
5
|
Financial Enhancement Group
Anderson,
Indiana
|
$24.6M
|
+$10.6M
|
+382,598
|
+76%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$18.1M
|
-$10.9M
|
-393,314
|
-38%
|
|
|
7
|
Global Financial Private Capital
Sarasota,
Florida
|
$15.7M
|
+$2.73M
|
+98,312
|
+21%
|
|
|
8
|
|
$15.1M
|
+$3.63M
|
+130,644
|
+32%
|
|
|
9
|
|
$14.4M
|
+$14.4M
|
+517,600
|
New
|
|
|
10
|
Advisory Alpha
Holland,
Michigan
|
$10.7M
|
+$1.12M
|
+40,220
|
+12%
|
|
|
11
|
UBP Investment Advisors
Geneva,
Switzerland
|
$9.41M
|
+$1.73M
|
+62,270
|
+23%
|
|
|
12
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$8.51M
|
+$1.02M
|
+36,880
|
+14%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$8.23M
|
-$1.45M
|
-52,388
|
-15%
|
|
|
14
|
Stadion Money Management
Watkinsville,
Georgia
|
$8.21M
|
+$607K
|
+21,880
|
+8%
|
|
|
15
|
Focused Wealth Management
Newburgh,
New York
|
$8.17M
|
+$849K
|
+30,578
|
+12%
|
|
|
16
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$7.26M
|
+$7.23M
|
+260,306
|
New
|
|
|
17
|
Willow Creek Wealth Management
Sebastopol,
California
|
$6.71M
|
+$1.39M
|
+50,218
|
+26%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$6.64M
|
+$1.07M
|
+38,680
|
+19%
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.67M
|
+$5.64M
|
+203,190
|
New
|
|
|
20
|
|
$4.68M
|
+$417K
|
+15,010
|
+10%
|
|
|
21
|
Wolverine Trading
Chicago,
Illinois
|
$4.65M
|
+$4.63M
|
+166,856
|
New
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$3.39M
|
-$332K
|
-11,950
|
-9%
|
|
|
23
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$3.23M
|
+$3.21M
|
+115,658
|
New
|
|
|
24
|
Bank of New York Mellon
New York
|
$3.19M
|
+$29.4K
|
+1,060
|
+0.9%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.14M
|
+$2.24M
|
+80,620
|
+251%
|
|
