|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$260M
|
+$7.81M
|
+248,473
|
+3%
|
|
|
2
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$243M
|
+$1.39M
|
+44,355
|
+0.6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$208M
|
+$66.3M
|
+2,110,337
|
+47%
|
|
|
4
|
3EDGE Asset Management
Naples,
Florida
|
$177M
|
+$98.7M
|
+3,142,105
|
+127%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$116M
|
-$11.5M
|
-366,456
|
-9%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$85.9M
|
-$158K
|
-5,030
|
-0.2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$66.8M
|
+$8.82M
|
+280,912
|
+15%
|
|
|
8
|
|
$54.7M
|
+$11.9M
|
+379,301
|
+28%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$49.5M
|
+$59.3K
|
+1,889
|
+0.1%
|
|
|
10
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$42.6M
|
+$2.36M
|
+75,256
|
+6%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$42M
|
+$261K
|
+8,298
|
+0.6%
|
|
|
12
|
Pure Financial Advisors
San Diego,
California
|
$41.4M
|
-$662K
|
-21,065
|
-2%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.3M
|
+$2.86M
|
+91,056
|
+9%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$32.9M
|
+$6.89M
|
+219,282
|
+27%
|
|
|
15
|
TIAA FSB
Jacksonville,
Florida
|
$30.8M
|
+$4.85M
|
+154,235
|
+19%
|
|
|
16
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$30.3M
|
+$965K
|
+30,710
|
+3%
|
|
|
17
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$30.3M
|
+$2.5M
|
+79,707
|
+9%
|
|
|
18
|
Capitol Family Office
Beaverton,
Oregon
|
$30M
|
+$29.9M
|
+951,604
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$25.2M
|
-$1.44M
|
-45,790
|
-5%
|
|
|
20
|
Stadion Money Management
Watkinsville,
Georgia
|
$25M
|
-$2.79M
|
-88,850
|
-10%
|
|
|
21
|
TownSquare Capital
Provo,
Utah
|
$24.5M
|
+$13.1M
|
+416,405
|
+115%
|
|
|
22
|
|
$24.3M
|
+$23.8M
|
+756,905
|
+5,822%
|
|
|
23
|
UBP Investment Advisors
Geneva,
Switzerland
|
$18.7M
|
+$1.8M
|
+57,223
|
+11%
|
|
|
24
|
Cannon Financial Strategists
Athens,
Georgia
|
$17.6M
|
+$958K
|
+30,496
|
+6%
|
|
|
25
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$17.5M
|
+$7.08M
|
+225,248
|
+67%
|
|
