|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$324M
|
-$28.8M
|
-1,031,500
|
-8%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$272M
|
+$7.02M
|
+251,670
|
+3%
|
|
|
3
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$204M
|
-$8.15M
|
-292,216
|
-4%
|
|
|
4
|
Pure Financial Advisors
San Diego,
California
|
$48.9M
|
+$956K
|
+34,298
|
+2%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$24.5M
|
+$3.05M
|
+109,446
|
+14%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$22.9M
|
+$2.17M
|
+77,916
|
+11%
|
|
|
7
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$19.2M
|
+$3.97M
|
+142,442
|
+27%
|
|
|
8
|
|
$15.5M
|
-$52.1K
|
-1,868
|
-0.3%
|
|
|
9
|
|
$14.2M
|
+$6.33M
|
+226,956
|
+82%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.1M
|
+$4.76M
|
+170,540
|
+67%
|
|
|
11
|
Willow Creek Wealth Management
Sebastopol,
California
|
$11.9M
|
+$1.43M
|
+51,450
|
+14%
|
|
|
12
|
Global Financial Private Capital
Sarasota,
Florida
|
$11.2M
|
-$801K
|
-28,730
|
-7%
|
|
|
13
|
|
$10.2M
|
+$10.1M
|
+360,936
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$10.2M
|
+$10M
|
+359,994
|
New
|
|
|
15
|
Stadion Money Management
Watkinsville,
Georgia
|
$9.15M
|
+$437K
|
+15,680
|
+5%
|
|
|
16
|
UBP Investment Advisors
Geneva,
Switzerland
|
$8.96M
|
-$589K
|
-21,132
|
-6%
|
|
|
17
|
Cambria Investment Management
Manhattan Beach,
California
|
$7.96M
|
+$7.76M
|
+278,376
|
+9,273%
|
|
|
18
|
Merriman Wealth Management
Seattle,
Washington
|
$7.78M
|
-$88.5K
|
-3,174
|
-1%
|
|
|
19
|
TIAA FSB
Jacksonville,
Florida
|
$7.46M
|
-$342K
|
-12,256
|
-4%
|
|
|
20
|
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
|
$5.26M
|
-$23.5K
|
-844
|
-0.5%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.49M
|
+$1.24M
|
+44,486
|
+39%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$4.29M
|
-$884K
|
-31,706
|
-17%
|
|
|
23
|
Larson Financial Group
St Louis,
Missouri
|
$4.16M
|
+$549K
|
+19,704
|
+15%
|
|
|
24
|
Cannon Financial Strategists
Athens,
Georgia
|
$4.03M
|
+$583K
|
+20,902
|
+17%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.82M
|
+$2.51M
|
+89,990
|
+200%
|
|
