|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$360M
|
-$24.7M
|
-804,658
|
-6%
|
|
|
2
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$212M
|
+$9.65M
|
+314,018
|
+5%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$125M
|
-$7.49M
|
-243,497
|
-6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$45.5M
|
+$21.1M
|
+685,057
|
+87%
|
|
|
5
|
Pure Financial Advisors
San Diego,
California
|
$43.7M
|
-$974K
|
-31,692
|
-2%
|
|
|
6
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$39.4M
|
+$1.75M
|
+56,987
|
+5%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$29.1M
|
+$6.15M
|
+200,160
|
+27%
|
|
|
8
|
|
$26.5M
|
+$2.8M
|
+91,151
|
+12%
|
|
|
9
|
TIAA FSB
Jacksonville,
Florida
|
$26.1M
|
+$11.3M
|
+366,705
|
+76%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.9M
|
+$1.41M
|
+45,728
|
+8%
|
|
|
11
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$18.1M
|
+$890K
|
+28,944
|
+5%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$14.4M
|
-$3.47M
|
-113,007
|
-20%
|
|
|
13
|
Willow Creek Wealth Management
Sebastopol,
California
|
$13.9M
|
-$242K
|
-7,861
|
-2%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.1M
|
+$1.59M
|
+51,854
|
+14%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$11.9M
|
+$3.54M
|
+114,997
|
+43%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.6M
|
+$6.15M
|
+200,088
|
+114%
|
|
|
17
|
Veritable
Wilmington,
Delaware
|
$11.1M
|
+$10.5M
|
+342,665
|
+2,142%
|
|
|
18
|
UBP Investment Advisors
Geneva,
Switzerland
|
$10.6M
|
-$384K
|
-12,474
|
-3%
|
|
|
19
|
Cannon Financial Strategists
Athens,
Georgia
|
$10.4M
|
+$1.31M
|
+42,502
|
+15%
|
|
|
20
|
Stadion Money Management
Watkinsville,
Georgia
|
$10.2M
|
+$400K
|
+13,013
|
+4%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$10.2M
|
+$1.93M
|
+62,857
|
+24%
|
|
|
22
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$8.53M
|
+$8.49M
|
+276,250
|
New
|
|
|
23
|
Glovista Investments
Jersey City,
New Jersey
|
$8.41M
|
+$1.19M
|
+38,560
|
+17%
|
|
|
24
|
|
$6.78M
|
+$2.95M
|
+95,811
|
+77%
|
|
|
25
|
TD Private Client Wealth
New York
|
$6.51M
|
+$318K
|
+10,353
|
+5%
|
|
