|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$601M
|
+$8.81M
|
+377,715
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$282M
|
-$9.39M
|
-402,565
|
-3%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$201M
|
-$22M
|
-942,315
|
-10%
|
|
|
4
|
|
$193M
|
+$4.92M
|
+210,990
|
+3%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$186M
|
-$3.04M
|
-130,285
|
-2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$167M
|
-$19.4M
|
-830,595
|
-10%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$156M
|
-$49.2M
|
-2,108,910
|
-24%
|
|
|
8
|
Victory Capital Management
San Antonio,
Texas
|
$106M
|
+$4.65M
|
+199,265
|
+5%
|
|
|
9
|
Baystate Wealth Management
Boston,
Massachusetts
|
$106M
|
+$2.65M
|
+113,795
|
+3%
|
|
|
10
|
United Services Automobile Association
San Antonio,
Texas
|
$99.2M
|
-$10M
|
-429,445
|
-9%
|
|
|
11
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$81.5M
|
-$9.71M
|
-416,560
|
-11%
|
|
|
12
|
Waverly Advisors
Birmingham,
Alabama
|
$78.4M
|
+$3.23M
|
+138,615
|
+4%
|
|
|
13
|
Callan Capital
La Jolla,
California
|
$67.8M
|
-$1.8M
|
-77,050
|
-3%
|
|
|
14
|
|
$60.6M
|
+$923K
|
+39,565
|
+2%
|
|
|
15
|
Allworth Financial
Folsom,
California
|
$51.9M
|
+$225K
|
+9,645
|
+0.4%
|
|
|
16
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$50M
|
-$412K
|
-17,660
|
-0.8%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$38.9M
|
-$2.12M
|
-90,910
|
-5%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$38.3M
|
-$1.16M
|
-49,840
|
-3%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$37.4M
|
-$260K
|
-11,155
|
-0.7%
|
|
|
20
|
McIlrath & Eck
Arlington,
Washington
|
$32.2M
|
+$679K
|
+29,130
|
+2%
|
|
|
21
|
D.A. Davidson & Co
Great Falls,
Montana
|
$31.6M
|
+$112K
|
+4,800
|
+0.4%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$31M
|
+$190K
|
+8,160
|
+0.6%
|
|
|
23
|
Holt Capital Partners
Fort Worth,
Texas
|
$29.6M
|
+$1.2M
|
+51,275
|
+4%
|
|
|
24
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$29.4M
|
+$71K
|
+3,045
|
+0.2%
|
|
|
25
|
Grimes & Company
Westborough,
Massachusetts
|
$29.2M
|
-$442K
|
-18,965
|
-2%
|
|
