|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$298M
|
-$10.9M
|
-380,851
|
-4%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$265M
|
-$19.8M
|
-695,440
|
-7%
|
|
|
3
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$210M
|
+$8.48M
|
+297,751
|
+4%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$69.6M
|
+$50.5M
|
+1,771,442
|
+266%
|
|
|
5
|
Pure Financial Advisors
San Diego,
California
|
$49.1M
|
+$423K
|
+14,834
|
+0.9%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$39.3M
|
+$17.9M
|
+626,987
|
+83%
|
|
|
7
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$26.6M
|
+$2.55M
|
+89,454
|
+11%
|
|
|
8
|
Financial Enhancement Group
Anderson,
Indiana
|
$25.4M
|
+$25.3M
|
+889,167
|
+600,789%
|
|
|
9
|
|
$16.7M
|
+$1.51M
|
+52,842
|
+10%
|
|
|
10
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$16.6M
|
+$207K
|
+7,264
|
+1%
|
|
|
11
|
Willow Creek Wealth Management
Sebastopol,
California
|
$13.4M
|
+$511K
|
+17,929
|
+4%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.9M
|
+$1.62M
|
+56,955
|
+18%
|
|
|
13
|
UBP Investment Advisors
Geneva,
Switzerland
|
$10.4M
|
-$4.36K
|
-153
|
-0%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10.1M
|
+$4.85M
|
+170,068
|
+93%
|
|
|
15
|
Stadion Money Management
Watkinsville,
Georgia
|
$9.81M
|
+$185K
|
+6,501
|
+2%
|
|
|
16
|
Global Financial Private Capital
Sarasota,
Florida
|
$9.59M
|
+$55.3K
|
+1,941
|
+0.6%
|
|
|
17
|
TIAA FSB
Jacksonville,
Florida
|
$8M
|
+$242K
|
+8,502
|
+3%
|
|
|
18
|
Cannon Financial Strategists
Athens,
Georgia
|
$7.93M
|
+$1.1M
|
+38,773
|
+16%
|
|
|
19
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$7.87M
|
+$7.86M
|
+275,732
|
New
|
|
|
20
|
Merriman Wealth Management
Seattle,
Washington
|
$7.71M
|
-$119K
|
-4,172
|
-2%
|
|
|
21
|
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
|
$5.36M
|
+$1.77K
|
+62
|
+0%
|
|
|
22
|
Larson Financial Group
St Louis,
Missouri
|
$5.23M
|
+$784K
|
+27,530
|
+18%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$5.1M
|
+$776K
|
+27,235
|
+18%
|
|
|
24
|
Bank of New York Mellon
New York
|
$4.92M
|
+$1.05M
|
+37,002
|
+27%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.13M
|
+$593K
|
+20,803
|
+17%
|
|
