|
1
|
Charles Schwab
San Francisco,
California
|
$95.8M
|
+$86.1M
|
+3,400,650
|
+923%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$50.1M
|
-$398K
|
-15,709
|
-0.8%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$41.3M
|
-$18K
|
-710
|
-0%
|
|
|
4
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$34.1M
|
+$3.87M
|
+152,806
|
+13%
|
|
|
5
|
Pure Financial Advisors
San Diego,
California
|
$30M
|
-$269K
|
-10,615
|
-0.9%
|
|
|
6
|
|
$23.3M
|
+$403K
|
+15,933
|
+2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$18.6M
|
-$2.2M
|
-87,029
|
-11%
|
|
|
8
|
Cannon Financial Strategists
Athens,
Georgia
|
$18.3M
|
+$1.24M
|
+48,870
|
+7%
|
|
|
9
|
Stadion Money Management
Watkinsville,
Georgia
|
$17.9M
|
-$4.55M
|
-179,841
|
-20%
|
|
|
10
|
|
$15.3M
|
+$310K
|
+12,260
|
+2%
|
|
|
11
|
Willow Creek Wealth Management
Sebastopol,
California
|
$14.5M
|
+$131K
|
+5,170
|
+0.9%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.7M
|
+$471K
|
+18,600
|
+4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.7M
|
-$690K
|
-27,246
|
-6%
|
|
|
14
|
|
$9.63M
|
+$5.54M
|
+218,947
|
+137%
|
|
|
15
|
Greenline Partners
New York
|
$8.31M
|
+$76.6K
|
+3,025
|
+0.9%
|
|
|
16
|
Prentice Wealth Management
Rochester,
New York
|
$8.05M
|
+$998K
|
+39,408
|
+14%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.05M
|
-$183K
|
-7,234
|
-2%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$7.74M
|
-$216K
|
-8,527
|
-3%
|
|
|
19
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$7.47M
|
+$452K
|
+17,841
|
+6%
|
|
|
20
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$6.83M
|
-$207K
|
-8,186
|
-3%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.69M
|
-$188K
|
-7,445
|
-3%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.38M
|
-$3.23M
|
-127,471
|
-34%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.24M
|
-$156K
|
-6,181
|
-2%
|
|
|
24
|
Rinkey Investments
San Diego,
California
|
$5.69M
|
-$12K
|
-475
|
-0.2%
|
|
|
25
|
ERn Financial LLC
Middleton,
Wisconsin
|
$5.33M
|
+$553K
|
+21,853
|
+12%
|
|
