|
1
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$207M
|
+$6.53M
|
+261,118
|
+3%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$93.8M
|
-$3.75M
|
-149,766
|
-4%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$49.4M
|
-$3.19M
|
-127,579
|
-6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$46.3M
|
-$12.8M
|
-511,344
|
-22%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$39.9M
|
-$13.3M
|
-532,851
|
-25%
|
|
|
6
|
Pure Financial Advisors
San Diego,
California
|
$30.7M
|
-$1.67M
|
-66,678
|
-5%
|
|
|
7
|
|
$28.3M
|
+$8.93M
|
+356,862
|
+48%
|
|
|
8
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$23.5M
|
+$22.3M
|
+891,840
|
+3,229%
|
|
|
9
|
Stadion Money Management
Watkinsville,
Georgia
|
$22.3M
|
-$15.8M
|
-631,442
|
-42%
|
|
|
10
|
|
$19.2M
|
-$16.3M
|
-649,499
|
-46%
|
|
|
11
|
Cannon Financial Strategists
Athens,
Georgia
|
$15.5M
|
-$433K
|
-17,315
|
-3%
|
|
|
12
|
Willow Creek Wealth Management
Sebastopol,
California
|
$14.3M
|
+$938K
|
+37,466
|
+7%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.4M
|
-$1.63M
|
-65,181
|
-12%
|
|
|
14
|
Greenline Partners
New York
|
$11.1M
|
+$10.8M
|
+433,156
|
New
|
|
|
15
|
Charles Schwab
San Francisco,
California
|
$10.1M
|
-$1.78M
|
-71,082
|
-15%
|
|
|
16
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$9.46M
|
+$5.44M
|
+217,445
|
+143%
|
|
|
17
|
Mosley Wealth Management
Anaheim,
California
|
$8.95M
|
+$8.76M
|
+350,035
|
New
|
|
|
18
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$8.7M
|
-$901K
|
-36,010
|
-10%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$8.34M
|
+$371K
|
+14,830
|
+5%
|
|
|
20
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$7.69M
|
-$888K
|
-35,467
|
-11%
|
|
|
21
|
|
$7.46M
|
+$5.59M
|
+223,351
|
+327%
|
|
|
22
|
Prentice Wealth Management
Rochester,
New York
|
$6.82M
|
+$318K
|
+12,722
|
+5%
|
|
|
23
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$6.76M
|
+$2.52M
|
+100,886
|
+62%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.72M
|
-$281K
|
-11,230
|
-4%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.52M
|
-$233K
|
-9,295
|
-4%
|
|
