|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$316M
|
-$296M
|
-14,214,505
|
-49%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$216M
|
-$27.1M
|
-1,302,020
|
-12%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$166M
|
-$8.16M
|
-391,470
|
-5%
|
|
|
4
|
|
$165M
|
+$2.19M
|
+104,880
|
+1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$147M
|
-$3.08M
|
-147,735
|
-2%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$126M
|
+$1.08M
|
+51,790
|
+0.9%
|
|
|
7
|
Waverly Advisors
Birmingham,
Alabama
|
$101M
|
-$828K
|
-39,720
|
-0.9%
|
|
|
8
|
Victory Capital Management
San Antonio,
Texas
|
$92M
|
-$88.5M
|
-4,245,300
|
-50%
|
|
|
9
|
United Services Automobile Association
San Antonio,
Texas
|
$85.6M
|
–
|
–
|
–
|
|
|
10
|
Baystate Wealth Management
Boston,
Massachusetts
|
$68.7M
|
+$2.25M
|
+107,875
|
+4%
|
|
|
11
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$59.7M
|
-$7.55M
|
-362,135
|
-12%
|
|
|
12
|
|
$46.5M
|
+$606K
|
+29,070
|
+1%
|
|
|
13
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$42.8M
|
+$330K
|
+15,855
|
+0.8%
|
|
|
14
|
Allworth Financial
Folsom,
California
|
$38.3M
|
+$6.83M
|
+328,000
|
+23%
|
|
|
15
|
Callan Capital
La Jolla,
California
|
$37.4M
|
-$12.8M
|
-616,155
|
-26%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$34.8M
|
-$19.9M
|
-957,355
|
-37%
|
|
|
17
|
McIlrath & Eck
Arlington,
Washington
|
$31.5M
|
+$1.05M
|
+50,155
|
+4%
|
|
|
18
|
D.A. Davidson & Co
Great Falls,
Montana
|
$30.4M
|
-$682K
|
-32,735
|
-2%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.5M
|
-$1.22M
|
-58,435
|
-4%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$27.5M
|
-$2.14M
|
-102,545
|
-7%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$27.2M
|
+$5.24M
|
+251,300
|
+25%
|
|
|
22
|
Holt Capital Partners
Fort Worth,
Texas
|
$27.1M
|
-$199K
|
-9,550
|
-0.8%
|
|
|
23
|
Relative Value Partners Group
|
$26.4M
|
-$1.29M
|
-62,075
|
-5%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.5M
|
-$6.34M
|
-304,265
|
-21%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.5M
|
-$2.14M
|
-102,555
|
-8%
|
|
