|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$262M
|
-$68M
|
-2,483,425
|
-19%
|
|
|
2
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$189M
|
+$1.95M
|
+71,317
|
+1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$90.2M
|
-$13.9M
|
-506,887
|
-12%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$88.3M
|
+$1.72M
|
+62,991
|
+2%
|
|
|
5
|
Stadion Money Management
Watkinsville,
Georgia
|
$81.5M
|
+$24.5M
|
+895,309
|
+39%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$49.5M
|
-$1.88M
|
-68,704
|
-3%
|
|
|
7
|
|
$36M
|
-$8.46M
|
-308,912
|
-18%
|
|
|
8
|
Pure Financial Advisors
San Diego,
California
|
$32.8M
|
-$956K
|
-34,903
|
-3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$26.1M
|
-$1.87M
|
-68,149
|
-6%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$25.8M
|
+$1.89M
|
+68,872
|
+7%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.9M
|
-$4.36M
|
-159,268
|
-14%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.2M
|
+$15.3M
|
+557,597
|
+141%
|
|
|
13
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$19.5M
|
-$7.69M
|
-280,772
|
-27%
|
|
|
14
|
TIAA FSB
Jacksonville,
Florida
|
$16.4M
|
-$2.96M
|
-108,252
|
-14%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.4M
|
-$2.68M
|
-97,778
|
-14%
|
|
|
16
|
UBP Investment Advisors
Geneva,
Switzerland
|
$13.6M
|
-$2.73M
|
-99,724
|
-16%
|
|
|
17
|
Willow Creek Wealth Management
Sebastopol,
California
|
$13.2M
|
+$1.03M
|
+37,514
|
+8%
|
|
|
18
|
D.J. St. Germain
Springfield,
Massachusetts
|
$13M
|
–
|
–
|
–
|
|
|
19
|
Cannon Financial Strategists
Athens,
Georgia
|
$12.7M
|
-$468K
|
-17,087
|
-3%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$11.7M
|
+$3M
|
+109,584
|
+31%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.5M
|
+$113K
|
+4,142
|
+1%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.3M
|
-$1.68M
|
-61,299
|
-12%
|
|
|
23
|
Bank of New York Mellon
New York
|
$11M
|
-$3.24M
|
-118,227
|
-21%
|
|
|
24
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$10.1M
|
-$882K
|
-32,216
|
-7%
|
|
|
25
|
Flow Traders U.S.
New York
|
$10.1M
|
+$9.66M
|
+352,775
|
+762%
|
|
