|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$586M
|
+$30.2M
|
+1,313,720
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$288M
|
-$12.7M
|
-553,670
|
-4%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$221M
|
+$642K
|
+27,895
|
+0.3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$204M
|
+$17.4M
|
+754,720
|
+9%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$188M
|
+$6.53M
|
+283,770
|
+4%
|
|
|
6
|
|
$186M
|
-$19.5M
|
-846,140
|
-10%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$185M
|
-$3.33M
|
-144,825
|
-2%
|
|
|
8
|
United Services Automobile Association
San Antonio,
Texas
|
$108M
|
–
|
–
|
–
|
|
|
9
|
Baystate Wealth Management
Boston,
Massachusetts
|
$103M
|
+$2.67M
|
+116,075
|
+3%
|
|
|
10
|
Victory Capital Management
San Antonio,
Texas
|
$100M
|
+$99M
|
+4,303,850
|
New
|
|
|
11
|
PFS Investments
Duluth,
Georgia
|
$97.6M
|
+$3.07M
|
+133,385
|
+3%
|
|
|
12
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$90.4M
|
-$13.2M
|
-574,400
|
-13%
|
|
|
13
|
Waverly Advisors
Birmingham,
Alabama
|
$74.3M
|
+$766K
|
+33,305
|
+1%
|
|
|
14
|
Callan Capital
La Jolla,
California
|
$68.9M
|
-$949K
|
-41,250
|
-1%
|
|
|
15
|
|
$59.1M
|
-$876K
|
-38,070
|
-1%
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$51.2M
|
-$2.94M
|
-127,700
|
-6%
|
|
|
17
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$49.9M
|
-$901K
|
-39,175
|
-2%
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
$40.6M
|
-$4.42M
|
-192,010
|
-10%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$39M
|
-$2.99M
|
-129,840
|
-7%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$37.3M
|
-$411K
|
-17,860
|
-1%
|
|
|
21
|
D.A. Davidson & Co
Great Falls,
Montana
|
$31.1M
|
+$203K
|
+8,815
|
+0.7%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$30.5M
|
+$712K
|
+30,975
|
+2%
|
|
|
23
|
McIlrath & Eck
Arlington,
Washington
|
$30.3M
|
–
|
–
|
–
|
|
|
24
|
Grimes & Company
Westborough,
Massachusetts
|
$29.3M
|
-$620K
|
-26,940
|
-2%
|
|
|
25
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$29M
|
-$3.95M
|
-171,750
|
-12%
|
|
