|
1
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$204M
|
+$4.48M
|
+171,353
|
+2%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$101M
|
-$4.24M
|
-162,246
|
-4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$70.5M
|
+$6.01M
|
+229,994
|
+9%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$65.3M
|
+$1.41M
|
+53,945
|
+2%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$59.1M
|
-$28.6M
|
-1,094,136
|
-32%
|
|
|
6
|
Stadion Money Management
Watkinsville,
Georgia
|
$33.2M
|
-$13.5M
|
-515,734
|
-29%
|
|
|
7
|
Pure Financial Advisors
San Diego,
California
|
$32.6M
|
-$405K
|
-15,491
|
-1%
|
|
|
8
|
|
$22.7M
|
-$3.33M
|
-127,398
|
-13%
|
|
|
9
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$21.5M
|
-$2.8M
|
-107,248
|
-11%
|
|
|
10
|
Cannon Financial Strategists
Athens,
Georgia
|
$16.7M
|
+$1.55M
|
+59,221
|
+10%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.4M
|
-$5.67M
|
-217,065
|
-27%
|
|
|
12
|
|
$14.4M
|
+$11.8M
|
+450,091
|
+415%
|
|
|
13
|
Bank of New York Mellon
New York
|
$13.5M
|
+$1.14M
|
+43,460
|
+9%
|
|
|
14
|
|
$12.7M
|
-$4.17M
|
-159,319
|
-25%
|
|
|
15
|
Willow Creek Wealth Management
Sebastopol,
California
|
$12.6M
|
+$60.9K
|
+2,331
|
+0.5%
|
|
|
16
|
Prospera Financial Services
Dallas,
Texas
|
$12.2M
|
+$252K
|
+9,625
|
+2%
|
|
|
17
|
D.J. St. Germain
Springfield,
Massachusetts
|
$11.1M
|
+$11.2M
|
+429,667
|
New
|
|
|
18
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$10.1M
|
+$10.3M
|
+392,501
|
New
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.96M
|
+$668K
|
+25,540
|
+7%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.1M
|
-$1.96M
|
-75,114
|
-18%
|
|
|
21
|
TIAA FSB
Jacksonville,
Florida
|
$9.1M
|
-$73.2K
|
-2,800
|
-0.8%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$9.06M
|
-$180K
|
-6,874
|
-2%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$9.04M
|
+$5.3M
|
+202,837
|
+138%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.59M
|
-$2.93M
|
-111,929
|
-25%
|
|
|
25
|
Rinkey Investments
San Diego,
California
|
$7.53M
|
+$1.25M
|
+47,652
|
+20%
|
|
