|
1
|
State Street
Boston,
Massachusetts
|
$98.6M
|
+$52.3M
|
+2,022,696
|
+115%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$83.6M
|
-$2.91M
|
-112,615
|
-3%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$78.9M
|
+$7.51M
|
+290,396
|
+11%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$36.6M
|
+$813K
|
+31,467
|
+2%
|
|
|
5
|
3EDGE Asset Management
Naples,
Florida
|
$33.2M
|
-$2.6M
|
-100,557
|
-7%
|
|
|
6
|
Pure Financial Advisors
San Diego,
California
|
$28.1M
|
-$604K
|
-23,382
|
-2%
|
|
|
7
|
Cannon Financial Strategists
Athens,
Georgia
|
$23.5M
|
+$2.29M
|
+88,481
|
+11%
|
|
|
8
|
|
$22.6M
|
-$828K
|
-32,048
|
-4%
|
|
|
9
|
Stadion Money Management
Watkinsville,
Georgia
|
$17.6M
|
-$773K
|
-29,927
|
-4%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$17.4M
|
-$387K
|
-14,990
|
-2%
|
|
|
11
|
Hughes Financial Services
Herndon,
Virginia
|
$16.5M
|
+$937K
|
+36,255
|
+6%
|
|
|
12
|
Willow Creek Wealth Management
Sebastopol,
California
|
$15.9M
|
+$159K
|
+6,155
|
+1%
|
|
|
13
|
|
$15.5M
|
+$1.24M
|
+47,872
|
+9%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.1M
|
+$2M
|
+77,423
|
+22%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$9.43M
|
+$2.13M
|
+82,458
|
+30%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$8.17M
|
+$7.31M
|
+282,710
|
+919%
|
|
|
17
|
ERn Financial LLC
Middleton,
Wisconsin
|
$6.81M
|
+$674K
|
+26,097
|
+11%
|
|
|
18
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$6.54M
|
-$690K
|
-26,682
|
-10%
|
|
|
19
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$6.48M
|
+$908K
|
+35,142
|
+16%
|
|
|
20
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$5.7M
|
-$2.08M
|
-80,628
|
-27%
|
|
|
21
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$5.03M
|
-$2.67M
|
-103,242
|
-35%
|
|
|
22
|
IFG Advisory
Atlanta,
Georgia
|
$4.48M
|
+$272K
|
+10,508
|
+7%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.35M
|
+$2.25M
|
+87,247
|
+110%
|
|
|
24
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$4.21M
|
+$958K
|
+37,057
|
+30%
|
|
|
25
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$4.02M
|
+$3.99M
|
+154,230
|
New
|
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