|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$309M
|
-$17.4M
|
-610,548
|
-5%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$284M
|
+$9.81M
|
+344,687
|
+4%
|
|
|
3
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$202M
|
-$3.57M
|
-125,582
|
-2%
|
|
|
4
|
Pure Financial Advisors
San Diego,
California
|
$48.6M
|
-$665K
|
-23,352
|
-1%
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$24M
|
+$4.67M
|
+164,064
|
+24%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$21.4M
|
-$1.69M
|
-59,372
|
-7%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$19M
|
-$5.66M
|
-198,816
|
-23%
|
|
|
8
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$16.3M
|
+$16.3M
|
+571,106
|
+35,080%
|
|
|
9
|
|
$15.5M
|
+$1.1M
|
+38,470
|
+8%
|
|
|
10
|
|
$15.1M
|
-$456K
|
-16,008
|
-3%
|
|
|
11
|
Willow Creek Wealth Management
Sebastopol,
California
|
$12.9M
|
+$860K
|
+30,212
|
+7%
|
|
|
12
|
UBP Investment Advisors
Geneva,
Switzerland
|
$10.4M
|
+$1.37M
|
+48,203
|
+15%
|
|
|
13
|
Stadion Money Management
Watkinsville,
Georgia
|
$9.61M
|
+$386K
|
+13,560
|
+4%
|
|
|
14
|
Global Financial Private Capital
Sarasota,
Florida
|
$9.52M
|
-$1.75M
|
-61,647
|
-16%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.25M
|
-$2.92M
|
-102,660
|
-24%
|
|
|
16
|
Merriman Wealth Management
Seattle,
Washington
|
$7.82M
|
-$73.3K
|
-2,574
|
-0.9%
|
|
|
17
|
TIAA FSB
Jacksonville,
Florida
|
$7.74M
|
+$229K
|
+8,053
|
+3%
|
|
|
18
|
Cannon Financial Strategists
Athens,
Georgia
|
$6.82M
|
+$2.75M
|
+96,737
|
+68%
|
|
|
19
|
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
|
$5.35M
|
+$44.2K
|
+1,554
|
+0.8%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.24M
|
+$717K
|
+25,194
|
+16%
|
|
|
21
|
Larson Financial Group
St Louis,
Missouri
|
$4.44M
|
+$242K
|
+8,503
|
+6%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$4.32M
|
-$8.8K
|
-309
|
-0.2%
|
|
|
23
|
Guggenheim Capital
Chicago,
Illinois
|
$4.31M
|
+$620K
|
+21,777
|
+17%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$4.01M
|
-$6.25M
|
-219,384
|
-61%
|
|
|
25
|
Bank of New York Mellon
New York
|
$3.86M
|
+$194K
|
+6,807
|
+5%
|
|
