|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$396M
|
+$40.7M
|
+1,321,262
|
+11%
|
|
|
2
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$231M
|
+$9.23M
|
+299,520
|
+4%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$131M
|
+$3.68M
|
+119,308
|
+3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$68.7M
|
+$8.61M
|
+279,270
|
+14%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$44.4M
|
+$10.8M
|
+349,345
|
+32%
|
|
|
6
|
Pure Financial Advisors
San Diego,
California
|
$41.6M
|
-$697K
|
-22,627
|
-2%
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$40.5M
|
+$31.7M
|
+1,027,143
|
+345%
|
|
|
8
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$39.9M
|
–
|
–
|
–
|
|
|
9
|
|
$37.7M
|
+$21.4M
|
+695,965
|
+129%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.9M
|
+$19.3M
|
+625,234
|
+108%
|
|
|
11
|
|
$31.4M
|
+$3.58M
|
+116,009
|
+13%
|
|
|
12
|
TIAA FSB
Jacksonville,
Florida
|
$30M
|
+$1.67M
|
+54,036
|
+6%
|
|
|
13
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$25.1M
|
+$4.91M
|
+159,318
|
+24%
|
|
|
14
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$17.4M
|
+$17.5M
|
+568,955
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$17.1M
|
+$4.04M
|
+130,973
|
+31%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.8M
|
+$5.07M
|
+164,394
|
+43%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.8M
|
+$15.8M
|
+513,982
|
+1,469%
|
|
|
18
|
UBP Investment Advisors
Geneva,
Switzerland
|
$16M
|
+$477K
|
+15,481
|
+3%
|
|
|
19
|
Willow Creek Wealth Management
Sebastopol,
California
|
$15M
|
+$758K
|
+24,592
|
+5%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$14.6M
|
+$131K
|
+4,260
|
+0.9%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.4M
|
+$2.74M
|
+88,813
|
+25%
|
|
|
22
|
Cannon Financial Strategists
Athens,
Georgia
|
$13.2M
|
+$1.73M
|
+56,261
|
+15%
|
|
|
23
|
Bridge Advisory
Pasadena,
California
|
$12.8M
|
-$832K
|
-27,007
|
-6%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$12.6M
|
+$9.82M
|
+318,705
|
+335%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$11.1M
|
+$10.1M
|
+327,075
|
+920%
|
|
