|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$385M
|
+$80.7M
|
+2,795,627
|
+27%
|
|
|
2
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$174M
|
-$39.9M
|
-1,381,606
|
-19%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$152M
|
-$117M
|
-4,059,623
|
-44%
|
|
|
4
|
Pure Financial Advisors
San Diego,
California
|
$43M
|
-$6.88M
|
-238,122
|
-14%
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$32.2M
|
+$5.17M
|
+179,069
|
+19%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$28.5M
|
-$11.5M
|
-398,001
|
-29%
|
|
|
7
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$25.4M
|
+$25.3M
|
+874,575
|
New
|
|
|
8
|
Financial Enhancement Group
Anderson,
Indiana
|
$25.3M
|
-$553K
|
-19,150
|
-2%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$19.9M
|
-$50.6M
|
-1,751,608
|
-72%
|
|
|
10
|
|
$18.6M
|
+$1.62M
|
+56,198
|
+10%
|
|
|
11
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$16.4M
|
-$455K
|
-15,742
|
-3%
|
|
|
12
|
Willow Creek Wealth Management
Sebastopol,
California
|
$13M
|
-$602K
|
-20,847
|
-4%
|
|
|
13
|
TIAA FSB
Jacksonville,
Florida
|
$10.7M
|
+$2.55M
|
+88,461
|
+32%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$10.7M
|
+$6.74M
|
+233,497
|
+174%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.4M
|
-$675K
|
-23,384
|
-6%
|
|
|
16
|
UBP Investment Advisors
Geneva,
Switzerland
|
$10.2M
|
-$400K
|
-13,846
|
-4%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.26M
|
+$9.64M
|
+333,739
|
New
|
|
|
18
|
Stadion Money Management
Watkinsville,
Georgia
|
$9.1M
|
-$867K
|
-30,033
|
-9%
|
|
|
19
|
Global Financial Private Capital
Sarasota,
Florida
|
$8.99M
|
-$761K
|
-26,360
|
-8%
|
|
|
20
|
Cannon Financial Strategists
Athens,
Georgia
|
$8.63M
|
+$563K
|
+19,486
|
+7%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.28M
|
+$8.09M
|
+280,116
|
+116,715%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$6.36M
|
+$1.17M
|
+40,430
|
+23%
|
|
|
23
|
Charles Schwab Trust
Henderson,
Nevada
|
$5.54M
|
+$3.07M
|
+106,386
|
+126%
|
|
|
24
|
Cambria Investment Management
Manhattan Beach,
California
|
$5.51M
|
+$5.48M
|
+189,762
|
New
|
|
|
25
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$5.4M
|
-$2.59M
|
-89,859
|
-33%
|
|
