|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$540M
|
-$877K
|
-39,730
|
-0.2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$292M
|
+$19.6M
|
+889,295
|
+7%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$214M
|
-$7.97M
|
-361,030
|
-4%
|
|
|
4
|
|
$200M
|
-$2.41M
|
-109,235
|
-1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$183M
|
-$8.64M
|
-391,380
|
-5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$181M
|
+$11M
|
+498,990
|
+7%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$176M
|
+$2.83M
|
+128,240
|
+2%
|
|
|
8
|
United Services Automobile Association
San Antonio,
Texas
|
$105M
|
–
|
–
|
–
|
|
|
9
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$101M
|
-$5.82M
|
-263,860
|
-6%
|
|
|
10
|
Baystate Wealth Management
Boston,
Massachusetts
|
$100M
|
+$3.48M
|
+157,640
|
+4%
|
|
|
11
|
PFS Investments
Duluth,
Georgia
|
$90.5M
|
+$10.8M
|
+487,905
|
+14%
|
|
|
12
|
Waverly Advisors
Birmingham,
Alabama
|
$71.5M
|
+$1.95M
|
+88,300
|
+3%
|
|
|
13
|
Callan Capital
La Jolla,
California
|
$67.9M
|
-$3.18M
|
-144,275
|
-5%
|
|
|
14
|
|
$58.3M
|
-$8.2M
|
-371,605
|
-13%
|
|
|
15
|
Allworth Financial
Folsom,
California
|
$52.6M
|
+$1.21M
|
+54,800
|
+2%
|
|
|
16
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$49.4M
|
+$2.41M
|
+109,120
|
+5%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$43.8M
|
-$3.66M
|
-165,925
|
-8%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$40.9M
|
+$1.32M
|
+59,655
|
+3%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$36.7M
|
+$311K
|
+14,110
|
+0.9%
|
|
|
20
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$32.1M
|
+$1.35M
|
+61,015
|
+5%
|
|
|
21
|
McIlrath & Eck
Arlington,
Washington
|
$30.3M
|
+$1.07M
|
+48,425
|
+4%
|
|
|
22
|
D.A. Davidson & Co
Great Falls,
Montana
|
$30.1M
|
+$714K
|
+32,375
|
+3%
|
|
|
23
|
Grimes & Company
Westborough,
Massachusetts
|
$29.1M
|
-$692K
|
-31,355
|
-2%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$28.9M
|
-$4.82M
|
-218,220
|
-15%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$28M
|
-$212K
|
-9,620
|
-0.8%
|
|
