|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$381M
|
-$7.78M
|
-312,385
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$242M
|
-$3.87M
|
-155,300
|
-2%
|
|
|
3
|
|
$193M
|
-$1.24M
|
-49,650
|
-0.7%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$178M
|
-$2.9M
|
-116,605
|
-2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$155M
|
+$4.74M
|
+190,255
|
+3%
|
|
|
6
|
Waverly Advisors
Birmingham,
Alabama
|
$127M
|
+$3.59M
|
+144,120
|
+3%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$118M
|
-$5.28M
|
-212,145
|
-5%
|
|
|
8
|
Victory Capital Management
San Antonio,
Texas
|
$109M
|
–
|
–
|
–
|
|
|
9
|
United Services Automobile Association
San Antonio,
Texas
|
$109M
|
–
|
–
|
–
|
|
|
10
|
Baystate Wealth Management
Boston,
Massachusetts
|
$81.6M
|
-$1.57M
|
-63,015
|
-2%
|
|
|
11
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$69.5M
|
-$944K
|
-37,890
|
-1%
|
|
|
12
|
|
$53.4M
|
-$1.59M
|
-63,785
|
-3%
|
|
|
13
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$53M
|
+$848K
|
+34,035
|
+2%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$40.8M
|
-$507K
|
-20,375
|
-1%
|
|
|
15
|
McIlrath & Eck
Arlington,
Washington
|
$40.3M
|
+$669K
|
+26,870
|
+2%
|
|
|
16
|
D.A. Davidson & Co
Great Falls,
Montana
|
$37.6M
|
-$176K
|
-7,080
|
-0.5%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$37.6M
|
+$3.3M
|
+132,545
|
+10%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$36.6M
|
+$870K
|
+34,950
|
+3%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$36.6M
|
-$702K
|
-28,195
|
-2%
|
|
|
20
|
Relative Value Partners Group
|
$35.5M
|
+$1.99M
|
+79,880
|
+6%
|
|
|
21
|
Callan Capital
La Jolla,
California
|
$34.9M
|
-$3.99M
|
-160,100
|
-11%
|
|
|
22
|
RFG Advisory
Birmingham,
Alabama
|
$33.1M
|
+$674K
|
+27,045
|
+2%
|
|
|
23
|
Holt Capital Partners
Fort Worth,
Texas
|
$32.4M
|
-$677K
|
-27,175
|
-2%
|
|
|
24
|
Grimes & Company
Westborough,
Massachusetts
|
$28M
|
-$250K
|
-10,040
|
-0.9%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.5M
|
-$3.44M
|
-138,080
|
-12%
|
|
