|
1
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$206M
|
+$1.11M
|
+42,507
|
+0.6%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$109M
|
-$242M
|
-9,257,350
|
-69%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$90.2M
|
-$2.2M
|
-83,920
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$66.6M
|
-$23.3M
|
-891,368
|
-26%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$65.9M
|
-$12.6M
|
-483,074
|
-16%
|
|
|
6
|
Stadion Money Management
Watkinsville,
Georgia
|
$48M
|
-$37.8M
|
-1,443,961
|
-44%
|
|
|
7
|
Pure Financial Advisors
San Diego,
California
|
$34.1M
|
-$296K
|
-11,314
|
-0.9%
|
|
|
8
|
|
$26.9M
|
-$3.84M
|
-146,758
|
-13%
|
|
|
9
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$25.1M
|
-$3.64M
|
-139,148
|
-13%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.7M
|
-$1.58M
|
-60,513
|
-7%
|
|
|
11
|
|
$17.3M
|
+$10.1M
|
+386,546
|
+147%
|
|
|
12
|
Cannon Financial Strategists
Athens,
Georgia
|
$15.6M
|
+$1.3M
|
+49,483
|
+9%
|
|
|
13
|
Willow Creek Wealth Management
Sebastopol,
California
|
$13M
|
+$182K
|
+6,960
|
+1%
|
|
|
14
|
Bank of New York Mellon
New York
|
$12.8M
|
-$366K
|
-13,999
|
-3%
|
|
|
15
|
Prospera Financial Services
Dallas,
Texas
|
$12.4M
|
+$2.8M
|
+107,013
|
+30%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.8M
|
+$4.53M
|
+173,160
|
+64%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.4M
|
-$3.61M
|
-137,748
|
-24%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$10.1M
|
+$143K
|
+5,460
|
+1%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$9.53M
|
-$1.58M
|
-60,506
|
-14%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.51M
|
-$2.61M
|
-99,600
|
-22%
|
|
|
21
|
TIAA FSB
Jacksonville,
Florida
|
$9.47M
|
-$5.01M
|
-191,524
|
-35%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$8.85M
|
-$11.4M
|
-436,670
|
-57%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.65M
|
-$199K
|
-7,609
|
-3%
|
|
|
24
|
Prentice Wealth Management
Rochester,
New York
|
$7.29M
|
-$303K
|
-11,579
|
-4%
|
|
|
25
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$7.07M
|
+$916K
|
+35,006
|
+15%
|
|
