|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$257M
|
-$146M
|
-4,722,693
|
-36%
|
|
|
2
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$240M
|
+$4.29M
|
+138,784
|
+2%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$134M
|
+$54.9K
|
+1,779
|
+0%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$94.7M
|
+$24.4M
|
+791,335
|
+35%
|
|
|
5
|
|
$80.3M
|
+$79.7M
|
+2,579,783
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$50.1M
|
+$4.78M
|
+154,829
|
+11%
|
|
|
7
|
Pure Financial Advisors
San Diego,
California
|
$42M
|
-$452K
|
-14,625
|
-1%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$41.9M
|
+$4.33M
|
+140,055
|
+12%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$40.5M
|
-$780K
|
-25,262
|
-2%
|
|
|
10
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$40.1M
|
+$173K
|
+5,614
|
+0.4%
|
|
|
11
|
|
$32.1M
|
+$88K
|
+2,849
|
+0.3%
|
|
|
12
|
TIAA FSB
Jacksonville,
Florida
|
$29.5M
|
-$1.04M
|
-33,565
|
-3%
|
|
|
13
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$27.8M
|
+$2.2M
|
+71,295
|
+9%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$26.4M
|
+$8.83M
|
+285,954
|
+51%
|
|
|
15
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$21.5M
|
+$3.78M
|
+122,313
|
+21%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$21.3M
|
+$4.13M
|
+133,755
|
+24%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.9M
|
+$749K
|
+24,235
|
+4%
|
|
|
18
|
UBP Investment Advisors
Geneva,
Switzerland
|
$16.1M
|
-$152K
|
-4,908
|
-0.9%
|
|
|
19
|
Willow Creek Wealth Management
Sebastopol,
California
|
$15.8M
|
+$472K
|
+15,279
|
+3%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$15.3M
|
+$475K
|
+15,375
|
+3%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.3M
|
+$1.63M
|
+52,794
|
+12%
|
|
|
22
|
Cannon Financial Strategists
Athens,
Georgia
|
$14.9M
|
+$1.41M
|
+45,622
|
+11%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14.5M
|
+$14.4M
|
+466,941
|
New
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$14M
|
+$1.1M
|
+35,707
|
+9%
|
|
|
25
|
Bridge Advisory
Pasadena,
California
|
$12.6M
|
-$475K
|
-15,383
|
-4%
|
|
