|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$357M
|
+$288M
|
+10,698,364
|
+420%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$227M
|
-$18.7M
|
-695,472
|
-8%
|
|
|
3
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$195M
|
-$8.52M
|
-317,078
|
-4%
|
|
|
4
|
Pure Financial Advisors
San Diego,
California
|
$45.9M
|
+$1.75M
|
+65,116
|
+4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$28.4M
|
+$14.1M
|
+526,038
|
+99%
|
|
|
6
|
Financial Enhancement Group
Anderson,
Indiana
|
$26.3M
|
+$23.6K
|
+880
|
+0.1%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$22.2M
|
-$3.13M
|
-116,522
|
-12%
|
|
|
8
|
|
$14.7M
|
+$1.14M
|
+42,564
|
+8%
|
|
|
9
|
Ritholtz Wealth Management
New York
|
$13.7M
|
+$13.6M
|
+506,758
|
New
|
|
|
10
|
TIAA FSB
Jacksonville,
Florida
|
$12.3M
|
+$2.14M
|
+79,554
|
+21%
|
|
|
11
|
Global Financial Private Capital
Sarasota,
Florida
|
$11.8M
|
-$3.33M
|
-123,730
|
-22%
|
|
|
12
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$10.9M
|
+$5.77M
|
+214,534
|
+112%
|
|
|
13
|
UBP Investment Advisors
Geneva,
Switzerland
|
$9.48M
|
+$976K
|
+36,312
|
+12%
|
|
|
14
|
Willow Creek Wealth Management
Sebastopol,
California
|
$9.28M
|
+$2.35M
|
+87,342
|
+34%
|
|
|
15
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$9.04M
|
-$108K
|
-4,000
|
-1%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.88M
|
+$8.42M
|
+313,330
|
+1,927%
|
|
|
17
|
Stadion Money Management
Watkinsville,
Georgia
|
$7.86M
|
-$889K
|
-33,076
|
-10%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$7.41M
|
-$976K
|
-36,328
|
-12%
|
|
|
19
|
Flow Traders U.S.
New York
|
$6.99M
|
+$6.56M
|
+244,010
|
+1,597%
|
|
|
20
|
|
$6.87M
|
-$3.5M
|
-130,270
|
-34%
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.51M
|
-$425K
|
-15,818
|
-7%
|
|
|
22
|
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
|
$4.78M
|
+$4.76M
|
+177,266
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$4.67M
|
-$1.93M
|
-71,760
|
-29%
|
|
|
24
|
ERn Financial LLC
Middleton,
Wisconsin
|
$3.5M
|
+$3.49M
|
+129,734
|
New
|
|
|
25
|
Bank of New York Mellon
New York
|
$3.16M
|
+$348K
|
+12,932
|
+12%
|
|
