|
1
|
State Street
Boston,
Massachusetts
|
$99.4M
|
-$202K
|
-7,733
|
-0.2%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$93.2M
|
+$13.4M
|
+512,866
|
+17%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$81.7M
|
-$2.77M
|
-105,948
|
-3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$37.7M
|
+$769K
|
+29,423
|
+2%
|
|
|
5
|
3EDGE Asset Management
Naples,
Florida
|
$33.6M
|
-$33.5K
|
-1,281
|
-0.1%
|
|
|
6
|
Pure Financial Advisors
San Diego,
California
|
$28.2M
|
-$184K
|
-7,034
|
-0.7%
|
|
|
7
|
Cannon Financial Strategists
Athens,
Georgia
|
$26.4M
|
+$2.58M
|
+98,513
|
+11%
|
|
|
8
|
|
$22.1M
|
-$761K
|
-29,117
|
-3%
|
|
|
9
|
Stadion Money Management
Watkinsville,
Georgia
|
$17.5M
|
-$311K
|
-11,898
|
-2%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$17.3M
|
-$245K
|
-9,387
|
-1%
|
|
|
11
|
Hughes Financial Services
Herndon,
Virginia
|
$17.1M
|
+$570K
|
+21,823
|
+3%
|
|
|
12
|
Willow Creek Wealth Management
Sebastopol,
California
|
$16.3M
|
+$288K
|
+11,003
|
+2%
|
|
|
13
|
|
$14.8M
|
-$787K
|
-30,110
|
-5%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.2M
|
+$8.52K
|
+326
|
+0.1%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$9.16M
|
-$355K
|
-13,582
|
-4%
|
|
|
16
|
ERn Financial LLC
Middleton,
Wisconsin
|
$8.17M
|
+$1.29M
|
+49,204
|
+19%
|
|
|
17
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$7.77M
|
+$3.5M
|
+133,799
|
+83%
|
|
|
18
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$7.39M
|
+$775K
|
+29,630
|
+12%
|
|
|
19
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$6.66M
|
+$117K
|
+4,485
|
+2%
|
|
|
20
|
|
$6.57M
|
+$3.92M
|
+150,096
|
+151%
|
|
|
21
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$5.68M
|
-$73.7K
|
-2,819
|
-1%
|
|
|
22
|
Procyon Advisors
Shelton,
Connecticut
|
$5.08M
|
+$5.05M
|
+193,039
|
New
|
|
|
23
|
IFG Advisory
Atlanta,
Georgia
|
$5.02M
|
+$490K
|
+18,750
|
+11%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.44M
|
+$48.5K
|
+1,854
|
+1%
|
|
|
25
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$4.1M
|
+$260K
|
+9,949
|
+7%
|
|
