|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$343M
|
+$77.5M
|
+3,005,024
|
+29%
|
|
|
2
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$198M
|
+$5.54M
|
+214,759
|
+3%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$89.3M
|
-$387K
|
-15,003
|
-0.4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$87.3M
|
+$37.1M
|
+1,438,394
|
+74%
|
|
|
5
|
Stadion Money Management
Watkinsville,
Georgia
|
$83.6M
|
+$821K
|
+31,845
|
+1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$76.1M
|
-$15.6M
|
-602,891
|
-17%
|
|
|
7
|
Pure Financial Advisors
San Diego,
California
|
$33.2M
|
-$121K
|
-4,672
|
-0.4%
|
|
|
8
|
|
$29.7M
|
-$6.81M
|
-264,079
|
-19%
|
|
|
9
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$27.8M
|
+$8M
|
+310,120
|
+40%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.5M
|
-$2.82M
|
-109,489
|
-11%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$16.9M
|
-$9.53M
|
-369,581
|
-36%
|
|
|
12
|
|
$15.9M
|
+$420K
|
+16,300
|
+7%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.6M
|
-$1.06M
|
-41,062
|
-7%
|
|
|
14
|
TIAA FSB
Jacksonville,
Florida
|
$14.1M
|
-$2.61M
|
-101,164
|
-16%
|
|
|
15
|
Cannon Financial Strategists
Athens,
Georgia
|
$13.8M
|
+$977K
|
+37,857
|
+8%
|
|
|
16
|
Bank of New York Mellon
New York
|
$12.7M
|
+$1.48M
|
+57,555
|
+13%
|
|
|
17
|
Willow Creek Wealth Management
Sebastopol,
California
|
$12.3M
|
-$1.11M
|
-43,089
|
-8%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.7M
|
+$580K
|
+22,500
|
+5%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$10.8M
|
-$1.09M
|
-42,335
|
-9%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$9.65M
|
+$504K
|
+19,523
|
+5%
|
|
|
21
|
Bridge Advisory
Pasadena,
California
|
$9.52M
|
+$514K
|
+19,925
|
+6%
|
|
|
22
|
Prospera Financial Services
Dallas,
Texas
|
$9.2M
|
+$9.22M
|
+357,247
|
New
|
|
|
23
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$8.42M
|
-$485K
|
-18,799
|
-5%
|
|
|
24
|
Cavalier Investments
Alpharetta,
Georgia
|
$8.35M
|
-$245K
|
-9,478
|
-3%
|
|
|
25
|
Navalign LLC
Encino,
California
|
$7.68M
|
+$6.45M
|
+250,098
|
+520%
|
|
