|
1
|
Charles Schwab
San Francisco,
California
|
$94.7M
|
-$4.25M
|
-164,340
|
-4%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$49M
|
-$2.79M
|
-107,915
|
-5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$37.2M
|
-$5.41M
|
-209,330
|
-13%
|
|
|
4
|
Pure Financial Advisors
San Diego,
California
|
$30.5M
|
-$448K
|
-17,324
|
-1%
|
|
|
5
|
|
$23.4M
|
-$694K
|
-26,838
|
-3%
|
|
|
6
|
Stadion Money Management
Watkinsville,
Georgia
|
$19.9M
|
+$1.3M
|
+50,493
|
+7%
|
|
|
7
|
Cannon Financial Strategists
Athens,
Georgia
|
$18.9M
|
-$24.3K
|
-940
|
-0.1%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$18.5M
|
-$730K
|
-28,231
|
-4%
|
|
|
9
|
Willow Creek Wealth Management
Sebastopol,
California
|
$15.2M
|
+$209K
|
+8,076
|
+1%
|
|
|
10
|
|
$11.7M
|
-$4.11M
|
-159,040
|
-26%
|
|
|
11
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$10.3M
|
-$24.6M
|
-950,176
|
-71%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$10M
|
-$1M
|
-38,865
|
-9%
|
|
|
13
|
Flow Traders U.S.
New York
|
$9.4M
|
+$9.24M
|
+357,662
|
New
|
|
|
14
|
Greenline Partners
New York
|
$8.74M
|
+$71.2K
|
+2,756
|
+0.8%
|
|
|
15
|
Prentice Wealth Management
Rochester,
New York
|
$8.61M
|
+$281K
|
+10,880
|
+3%
|
|
|
16
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$7.93M
|
+$208K
|
+8,043
|
+3%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$7.77M
|
-$227K
|
-8,790
|
-3%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.66M
|
-$643K
|
-24,898
|
-8%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.22M
|
-$686K
|
-26,531
|
-10%
|
|
|
20
|
ERn Financial LLC
Middleton,
Wisconsin
|
$5.75M
|
+$238K
|
+9,227
|
+4%
|
|
|
21
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$5.34M
|
+$95.7K
|
+3,704
|
+2%
|
|
|
22
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$3.84M
|
-$3.17M
|
-122,605
|
-46%
|
|
|
23
|
IFG Advisory
Atlanta,
Georgia
|
$3.64M
|
+$44.7K
|
+1,729
|
+1%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$3.56M
|
-$257K
|
-9,927
|
-7%
|
|
|
25
|
Bank of New York Mellon
New York
|
$3.41M
|
-$1.31M
|
-50,838
|
-28%
|
|
