|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$347M
|
-$21.1M
|
-771,324
|
-6%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$261M
|
+$26.4M
|
+965,390
|
+11%
|
|
|
3
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$209M
|
+$6.99M
|
+255,886
|
+4%
|
|
|
4
|
Pure Financial Advisors
San Diego,
California
|
$47.2M
|
-$246K
|
-8,994
|
-0.5%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$21M
|
-$1.84M
|
-67,354
|
-8%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$20.4M
|
-$8.81M
|
-322,530
|
-31%
|
|
|
7
|
Financial Enhancement Group
Anderson,
Indiana
|
$19.9M
|
-$6.82M
|
-249,564
|
-26%
|
|
|
8
|
|
$15.3M
|
+$130K
|
+4,746
|
+0.9%
|
|
|
9
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$14.9M
|
+$3.52M
|
+128,748
|
+32%
|
|
|
10
|
Global Financial Private Capital
Sarasota,
Florida
|
$11.8M
|
-$391K
|
-14,300
|
-3%
|
|
|
11
|
Willow Creek Wealth Management
Sebastopol,
California
|
$10.3M
|
+$670K
|
+24,536
|
+7%
|
|
|
12
|
UBP Investment Advisors
Geneva,
Switzerland
|
$9.4M
|
-$390K
|
-14,288
|
-4%
|
|
|
13
|
Stadion Money Management
Watkinsville,
Georgia
|
$8.57M
|
+$443K
|
+16,220
|
+6%
|
|
|
14
|
Merriman Wealth Management
Seattle,
Washington
|
$7.8M
|
+$7.65M
|
+280,022
|
New
|
|
|
15
|
|
$7.69M
|
+$579K
|
+21,192
|
+8%
|
|
|
16
|
TIAA FSB
Jacksonville,
Florida
|
$7.68M
|
-$4.96M
|
-181,646
|
-40%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.14M
|
-$2M
|
-73,238
|
-22%
|
|
|
18
|
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
|
$5.2M
|
+$263K
|
+9,630
|
+5%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$5.11M
|
+$276K
|
+10,116
|
+6%
|
|
|
20
|
Ritholtz Wealth Management
New York
|
$3.71M
|
-$10.2M
|
-373,556
|
-74%
|
|
|
21
|
Larson Financial Group
St Louis,
Missouri
|
$3.55M
|
+$346K
|
+12,664
|
+11%
|
|
|
22
|
ERn Financial LLC
Middleton,
Wisconsin
|
$3.54M
|
-$36.4K
|
-1,332
|
-1%
|
|
|
23
|
Cannon Financial Strategists
Athens,
Georgia
|
$3.38M
|
+$3.32M
|
+121,430
|
New
|
|
|
24
|
Guggenheim Capital
Chicago,
Illinois
|
$3.22M
|
+$740K
|
+27,092
|
+31%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.18M
|
+$69.8K
|
+2,556
|
+2%
|
|
