|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$376M
|
-$22.9M
|
-768,679
|
-6%
|
|
|
2
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$197M
|
+$16M
|
+536,891
|
+9%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$130M
|
-$27.2M
|
-914,930
|
-18%
|
|
|
4
|
Pure Financial Advisors
San Diego,
California
|
$43.6M
|
-$1.03M
|
-34,732
|
-2%
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$36.8M
|
+$3.29M
|
+110,425
|
+10%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$23.8M
|
+$12.5M
|
+421,396
|
+114%
|
|
|
7
|
|
$23.1M
|
+$3.81M
|
+128,033
|
+20%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$22.4M
|
-$7.08M
|
-237,826
|
-24%
|
|
|
9
|
Financial Enhancement Group
Anderson,
Indiana
|
$18.5M
|
-$7.65M
|
-256,952
|
-30%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$18M
|
+$7.17M
|
+240,759
|
+67%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$17.5M
|
-$3.19M
|
-107,013
|
-16%
|
|
|
12
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$16.8M
|
-$244K
|
-8,182
|
-1%
|
|
|
13
|
TIAA FSB
Jacksonville,
Florida
|
$14.5M
|
+$3.3M
|
+111,026
|
+30%
|
|
|
14
|
Willow Creek Wealth Management
Sebastopol,
California
|
$13.8M
|
+$275K
|
+9,230
|
+2%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.3M
|
+$1.18M
|
+39,759
|
+12%
|
|
|
16
|
UBP Investment Advisors
Geneva,
Switzerland
|
$10.8M
|
+$184K
|
+6,168
|
+2%
|
|
|
17
|
Stadion Money Management
Watkinsville,
Georgia
|
$9.56M
|
+$113K
|
+3,806
|
+1%
|
|
|
18
|
Global Financial Private Capital
Sarasota,
Florida
|
$8.91M
|
-$413K
|
-13,881
|
-4%
|
|
|
19
|
Cannon Financial Strategists
Athens,
Georgia
|
$8.83M
|
-$134K
|
-4,511
|
-2%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.58M
|
+$74.4K
|
+2,500
|
+0.9%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$8.14M
|
+$1.52M
|
+50,899
|
+23%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$8.04M
|
+$6.76M
|
+226,968
|
+572%
|
|
|
23
|
Glovista Investments
Jersey City,
New Jersey
|
$7.03M
|
+$6.96M
|
+233,685
|
New
|
|
|
24
|
TD Private Client Wealth
New York
|
$6.04M
|
+$5.97M
|
+200,543
|
New
|
|
|
25
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$5.76M
|
+$154K
|
+5,188
|
+3%
|
|
