|
1
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$195M
|
-$1.38M
|
-54,580
|
-0.7%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$94.9M
|
-$2.32M
|
-91,522
|
-2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$57.7M
|
-$5.14M
|
-202,513
|
-8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$52M
|
-$16.1M
|
-633,643
|
-23%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$51.1M
|
-$5.84M
|
-230,191
|
-10%
|
|
|
6
|
Stadion Money Management
Watkinsville,
Georgia
|
$37.4M
|
+$5.57M
|
+219,453
|
+17%
|
|
|
7
|
|
$34.7M
|
+$13.1M
|
+518,503
|
+59%
|
|
|
8
|
Pure Financial Advisors
San Diego,
California
|
$31.5M
|
+$81.1K
|
+3,200
|
+0.3%
|
|
|
9
|
|
$18.6M
|
+$6.58M
|
+259,474
|
+53%
|
|
|
10
|
Cannon Financial Strategists
Athens,
Georgia
|
$15.5M
|
-$536K
|
-21,154
|
-3%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.6M
|
-$1.16M
|
-45,879
|
-8%
|
|
|
12
|
Willow Creek Wealth Management
Sebastopol,
California
|
$13M
|
+$871K
|
+34,328
|
+7%
|
|
|
13
|
Prospera Financial Services
Dallas,
Texas
|
$12.2M
|
+$477K
|
+18,826
|
+4%
|
|
|
14
|
Charles Schwab
San Francisco,
California
|
$11.6M
|
+$11.8M
|
+465,956
|
New
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.82M
|
+$166K
|
+6,564
|
+2%
|
|
|
16
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$9.24M
|
-$517K
|
-20,378
|
-5%
|
|
|
17
|
Bank of New York Mellon
New York
|
$8.71M
|
-$4.36M
|
-171,989
|
-33%
|
|
|
18
|
D.J. St. Germain
Springfield,
Massachusetts
|
$8.66M
|
-$2.06M
|
-81,083
|
-19%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$8.52M
|
-$180K
|
-7,109
|
-2%
|
|
|
20
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$8.35M
|
+$8.52M
|
+336,071
|
New
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.3M
|
-$458K
|
-18,075
|
-5%
|
|
|
22
|
Rinkey Investments
San Diego,
California
|
$8.09M
|
+$870K
|
+34,313
|
+12%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$7.74M
|
-$994K
|
-39,201
|
-11%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.81M
|
-$317K
|
-12,487
|
-4%
|
|
|
25
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$6.77M
|
-$406
|
-16
|
-0%
|
|
