|
1
|
Charles Schwab
San Francisco,
California
|
$87.6M
|
-$4.23M
|
-164,070
|
-5%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$72.2M
|
+$69.8M
|
+2,706,726
|
+8,652%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$46.5M
|
-$2.33M
|
-90,170
|
-5%
|
|
|
4
|
3EDGE Asset Management
Naples,
Florida
|
$36.2M
|
+$15.4M
|
+596,105
|
+76%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$36.2M
|
-$4.55M
|
-176,362
|
-11%
|
|
|
6
|
Pure Financial Advisors
San Diego,
California
|
$29M
|
-$1.13M
|
-43,956
|
-4%
|
|
|
7
|
|
$23.7M
|
+$92.3K
|
+3,578
|
+0.4%
|
|
|
8
|
Cannon Financial Strategists
Athens,
Georgia
|
$21.5M
|
+$1.1M
|
+42,450
|
+5%
|
|
|
9
|
Stadion Money Management
Watkinsville,
Georgia
|
$18.7M
|
-$1.29M
|
-50,046
|
-7%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$18M
|
-$12.9M
|
-499,826
|
-42%
|
|
|
11
|
Willow Creek Wealth Management
Sebastopol,
California
|
$15.9M
|
+$79.4K
|
+3,078
|
+0.5%
|
|
|
12
|
Hughes Financial Services
Herndon,
Virginia
|
$15.6M
|
+$636K
|
+24,635
|
+4%
|
|
|
13
|
|
$14.4M
|
+$3.03M
|
+117,515
|
+27%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.21M
|
-$428K
|
-16,601
|
-5%
|
|
|
15
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$7.9M
|
-$873K
|
-33,816
|
-10%
|
|
|
16
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$7.82M
|
-$173K
|
-6,699
|
-2%
|
|
|
17
|
ACT Advisors
Asheville,
North Carolina
|
$7.62M
|
+$7.46M
|
+288,973
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$7.37M
|
-$186K
|
-7,194
|
-3%
|
|
|
19
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$7.33M
|
+$3.2M
|
+124,205
|
+81%
|
|
|
20
|
ERn Financial LLC
Middleton,
Wisconsin
|
$6.2M
|
+$112K
|
+4,356
|
+2%
|
|
|
21
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$5.63M
|
-$47.9K
|
-1,855
|
-0.9%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$4.35M
|
-$1.01M
|
-39,235
|
-19%
|
|
|
23
|
IFG Advisory
Atlanta,
Georgia
|
$4.26M
|
+$279K
|
+10,807
|
+7%
|
|
|
24
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$3.8M
|
+$707K
|
+27,393
|
+23%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$3.3M
|
-$318K
|
-12,322
|
-9%
|
|
