|
1
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$214M
|
+$6.62M
|
+258,667
|
+3%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$90.6M
|
-$3.39M
|
-132,625
|
-4%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$50.9M
|
+$1.46M
|
+56,955
|
+3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$41.6M
|
-$4.8M
|
-187,821
|
-10%
|
|
|
5
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$30.5M
|
+$6.93M
|
+270,866
|
+29%
|
|
|
6
|
Pure Financial Advisors
San Diego,
California
|
$30.5M
|
-$253K
|
-9,896
|
-0.8%
|
|
|
7
|
|
$23.1M
|
-$5.29M
|
-206,807
|
-19%
|
|
|
8
|
Stadion Money Management
Watkinsville,
Georgia
|
$22.6M
|
+$319K
|
+12,491
|
+1%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$21M
|
-$19M
|
-743,081
|
-48%
|
|
|
10
|
Cannon Financial Strategists
Athens,
Georgia
|
$17.2M
|
+$1.6M
|
+62,651
|
+10%
|
|
|
11
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$15.4M
|
+$5.89M
|
+230,125
|
+62%
|
|
|
12
|
|
$15.1M
|
-$4.05M
|
-158,264
|
-21%
|
|
|
13
|
Willow Creek Wealth Management
Sebastopol,
California
|
$14.5M
|
+$111K
|
+4,342
|
+0.8%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.5M
|
-$907K
|
-35,468
|
-7%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.3M
|
+$11.2M
|
+438,347
|
New
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$9.7M
|
+$8.59M
|
+335,917
|
+789%
|
|
|
17
|
Charles Schwab
San Francisco,
California
|
$9.44M
|
-$679K
|
-26,566
|
-7%
|
|
|
18
|
Greenline Partners
New York
|
$8.37M
|
-$2.72M
|
-106,286
|
-25%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.29M
|
+$1.56M
|
+60,981
|
+23%
|
|
|
20
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$8.19M
|
-$422K
|
-16,494
|
-5%
|
|
|
21
|
Mosley Wealth Management
Anaheim,
California
|
$8.13M
|
-$837K
|
-32,726
|
-9%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$8.02M
|
-$338K
|
-13,201
|
-4%
|
|
|
23
|
Prentice Wealth Management
Rochester,
New York
|
$7.1M
|
+$268K
|
+10,492
|
+4%
|
|
|
24
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$7.09M
|
-$608K
|
-23,753
|
-8%
|
|
|
25
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$7.07M
|
+$291K
|
+11,381
|
+4%
|
|
