|
1
|
State Street
Boston,
Massachusetts
|
$248M
|
-$7.19M
|
-261,430
|
-3%
|
|
|
2
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$206M
|
-$1.36M
|
-49,630
|
-0.7%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$69.3M
|
+$61.4M
|
+2,233,692
|
+716%
|
|
|
4
|
Pure Financial Advisors
San Diego,
California
|
$44.6M
|
+$45M
|
+1,637,908
|
New
|
|
|
5
|
Financial Enhancement Group
Anderson,
Indiana
|
$26.3M
|
+$673K
|
+24,472
|
+3%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$25.6M
|
-$2.09M
|
-75,924
|
-7%
|
|
|
7
|
Global Financial Private Capital
Sarasota,
Florida
|
$15.3M
|
-$1.42M
|
-51,510
|
-8%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$14.4M
|
-$2.46M
|
-89,376
|
-14%
|
|
|
9
|
|
$13.7M
|
-$631K
|
-22,950
|
-4%
|
|
|
10
|
|
$10.5M
|
+$412K
|
+15,002
|
+4%
|
|
|
11
|
TIAA FSB
Jacksonville,
Florida
|
$10.3M
|
-$85.8K
|
-3,122
|
-0.8%
|
|
|
12
|
|
$9.43M
|
-$1.42M
|
-51,606
|
-13%
|
|
|
13
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$9.24M
|
+$187K
|
+6,788
|
+2%
|
|
|
14
|
Advisory Alpha
Holland,
Michigan
|
$9.02M
|
-$1.93M
|
-70,314
|
-17%
|
|
|
15
|
Stadion Money Management
Watkinsville,
Georgia
|
$8.84M
|
+$691K
|
+25,140
|
+8%
|
|
|
16
|
UBP Investment Advisors
Geneva,
Switzerland
|
$8.6M
|
-$756K
|
-27,488
|
-8%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$8.48M
|
-$144K
|
-5,252
|
-2%
|
|
|
18
|
Focused Wealth Management
Newburgh,
New York
|
$8.35M
|
-$99.7K
|
-3,626
|
-1%
|
|
|
19
|
Merriman Wealth Management
Seattle,
Washington
|
$7.93M
|
+$78.9K
|
+2,870
|
+1%
|
|
|
20
|
Willow Creek Wealth Management
Sebastopol,
California
|
$7M
|
+$139K
|
+5,074
|
+2%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$6.67M
|
-$1.83M
|
-66,584
|
-21%
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6M
|
+$50.2K
|
+1,828
|
+0.8%
|
|
|
23
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$5.22M
|
+$4.17M
|
+151,604
|
+379%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.13M
|
+$5.17M
|
+188,202
|
New
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.92M
|
+$443K
|
+16,114
|
+18%
|
|
