|
1
|
State Street
Boston,
Massachusetts
|
$260M
|
-$20.7M
|
-750,408
|
-7%
|
|
|
2
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$211M
|
+$758K
|
+27,460
|
+0.4%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$28.2M
|
+$907K
|
+32,860
|
+3%
|
|
|
4
|
Financial Enhancement Group
Anderson,
Indiana
|
$26.1M
|
+$1.55M
|
+56,140
|
+6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$17.2M
|
-$838K
|
-30,364
|
-5%
|
|
|
6
|
Global Financial Private Capital
Sarasota,
Florida
|
$17M
|
+$1.42M
|
+51,572
|
+9%
|
|
|
7
|
|
$14.6M
|
-$506K
|
-18,340
|
-3%
|
|
|
8
|
Advisory Alpha
Holland,
Michigan
|
$11.1M
|
+$454K
|
+16,436
|
+4%
|
|
|
9
|
|
$11.1M
|
-$3.3M
|
-119,588
|
-23%
|
|
|
10
|
TIAA FSB
Jacksonville,
Florida
|
$10.6M
|
-$30M
|
-1,085,276
|
-74%
|
|
|
11
|
|
$10.3M
|
+$5.59M
|
+202,630
|
+121%
|
|
|
12
|
UBP Investment Advisors
Geneva,
Switzerland
|
$9.46M
|
+$154K
|
+5,562
|
+2%
|
|
|
13
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$9.24M
|
+$757K
|
+27,436
|
+9%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$8.79M
|
+$588K
|
+21,312
|
+7%
|
|
|
15
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$8.66M
|
+$8.61M
|
+311,842
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$8.65M
|
+$2.03M
|
+73,376
|
+31%
|
|
|
17
|
Focused Wealth Management
Newburgh,
New York
|
$8.61M
|
+$470K
|
+17,014
|
+6%
|
|
|
18
|
Stadion Money Management
Watkinsville,
Georgia
|
$8.32M
|
+$138K
|
+5,016
|
+2%
|
|
|
19
|
Merriman Wealth Management
Seattle,
Washington
|
$8M
|
+$7.96M
|
+288,244
|
New
|
|
|
20
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$7.09M
|
-$136K
|
-4,938
|
-2%
|
|
|
21
|
Willow Creek Wealth Management
Sebastopol,
California
|
$7M
|
+$314K
|
+11,388
|
+5%
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.06M
|
+$420K
|
+15,212
|
+7%
|
|
|
23
|
Wolverine Trading
Chicago,
Illinois
|
$4.65M
|
–
|
–
|
–
|
|
|
24
|
Bank of New York Mellon
New York
|
$3.04M
|
-$139K
|
-5,048
|
-4%
|
|
|
25
|
Larson Financial Group
St Louis,
Missouri
|
$2.76M
|
+$515K
|
+18,656
|
+23%
|
|
