|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$363M
|
-$729K
|
-23,718
|
-0.2%
|
|
|
2
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$226M
|
+$12.5M
|
+406,703
|
+6%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$130M
|
+$3.24M
|
+105,406
|
+3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$61.4M
|
+$15.2M
|
+495,766
|
+34%
|
|
|
5
|
Pure Financial Advisors
San Diego,
California
|
$43.2M
|
-$923K
|
-30,030
|
-2%
|
|
|
6
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$39.9M
|
+$115K
|
+3,744
|
+0.3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$34.4M
|
+$4.97M
|
+161,726
|
+17%
|
|
|
8
|
TIAA FSB
Jacksonville,
Florida
|
$28.9M
|
+$2.52M
|
+81,866
|
+10%
|
|
|
9
|
|
$28.4M
|
+$1.64M
|
+53,214
|
+6%
|
|
|
10
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$20.6M
|
+$2.37M
|
+77,182
|
+13%
|
|
|
11
|
Financial Advocates Investment Management
Olympia,
Washington
|
$20.2M
|
+$19.8M
|
+643,946
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.1M
|
-$1.94M
|
-62,983
|
-10%
|
|
|
13
|
|
$16.8M
|
+$9.78M
|
+318,106
|
+145%
|
|
|
14
|
UBP Investment Advisors
Geneva,
Switzerland
|
$15.8M
|
+$5.02M
|
+163,287
|
+47%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$14.7M
|
+$208K
|
+6,751
|
+1%
|
|
|
16
|
Willow Creek Wealth Management
Sebastopol,
California
|
$14.5M
|
+$531K
|
+17,258
|
+4%
|
|
|
17
|
Bridge Advisory
Pasadena,
California
|
$13.9M
|
+$13.7M
|
+447,134
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$13.4M
|
+$1.37M
|
+44,427
|
+12%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12M
|
+$317K
|
+10,296
|
+3%
|
|
|
20
|
Cannon Financial Strategists
Athens,
Georgia
|
$11.8M
|
+$1.28M
|
+41,748
|
+12%
|
|
|
21
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$11.6M
|
+$11.5M
|
+373,187
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.9M
|
-$2.29M
|
-74,645
|
-18%
|
|
|
23
|
Stadion Money Management
Watkinsville,
Georgia
|
$10.5M
|
+$231K
|
+7,522
|
+2%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$9.29M
|
-$970K
|
-31,554
|
-10%
|
|
|
25
|
Veritable
Wilmington,
Delaware
|
$9.18M
|
-$1.97M
|
-64,155
|
-18%
|
|
