|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$249M
|
-$7.86M
|
-250,346
|
-3%
|
|
|
2
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$239M
|
-$473K
|
-15,074
|
-0.2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$140M
|
+$45.8M
|
+1,457,280
|
+48%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$126M
|
-$7.87M
|
-250,479
|
-6%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$85M
|
+$70.3M
|
+2,239,207
|
+455%
|
|
|
6
|
3EDGE Asset Management
Naples,
Florida
|
$77.1M
|
+$77.8M
|
+2,478,541
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$57.2M
|
+$7.27M
|
+231,559
|
+14%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$48.8M
|
+$35.2M
|
+1,120,577
|
+249%
|
|
|
9
|
|
$42.2M
|
+$10.2M
|
+325,534
|
+32%
|
|
|
10
|
Pure Financial Advisors
San Diego,
California
|
$41.5M
|
-$376K
|
-11,988
|
-0.9%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$41.2M
|
+$796K
|
+25,350
|
+2%
|
|
|
12
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$39.4M
|
-$294K
|
-9,358
|
-0.7%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.1M
|
-$11.9M
|
-379,288
|
-28%
|
|
|
14
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$29M
|
+$1.25M
|
+39,913
|
+4%
|
|
|
15
|
Stadion Money Management
Watkinsville,
Georgia
|
$27.4M
|
+$17.2M
|
+548,071
|
+164%
|
|
|
16
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$27.2M
|
+$5.76M
|
+183,340
|
+27%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$26.3M
|
+$17.2K
|
+547
|
+0.1%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.7M
|
+$10.4M
|
+332,568
|
+68%
|
|
|
19
|
TIAA FSB
Jacksonville,
Florida
|
$25.6M
|
-$3.93M
|
-125,136
|
-13%
|
|
|
20
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$21.2M
|
+$21.4M
|
+681,353
|
+36,012%
|
|
|
21
|
UBP Investment Advisors
Geneva,
Switzerland
|
$16.7M
|
+$568K
|
+18,088
|
+3%
|
|
|
22
|
Cannon Financial Strategists
Athens,
Georgia
|
$16.5M
|
+$1.57M
|
+50,137
|
+10%
|
|
|
23
|
Willow Creek Wealth Management
Sebastopol,
California
|
$16.2M
|
+$490K
|
+15,601
|
+3%
|
|
|
24
|
Prentice Wealth Management
Rochester,
New York
|
$14.2M
|
+$3.66M
|
+116,641
|
+34%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13.5M
|
-$972K
|
-30,956
|
-7%
|
|
