|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$412M
|
-$20.2M
|
-702,370
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$293M
|
+$17.3M
|
+602,885
|
+7%
|
|
|
3
|
|
$207M
|
-$11.5M
|
-402,125
|
-6%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$196M
|
-$6.07M
|
-211,255
|
-3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$172M
|
-$4.35M
|
-151,625
|
-3%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$141M
|
+$6.5M
|
+226,435
|
+5%
|
|
|
7
|
Waverly Advisors
Birmingham,
Alabama
|
$141M
|
-$1.81M
|
-63,035
|
-1%
|
|
|
8
|
Victory Capital Management
San Antonio,
Texas
|
$110M
|
-$13.9M
|
-483,030
|
-12%
|
|
|
9
|
United Services Automobile Association
San Antonio,
Texas
|
$109M
|
-$13.9M
|
-483,030
|
-12%
|
|
|
10
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$82M
|
+$2.67M
|
+93,010
|
+4%
|
|
|
11
|
|
$65.4M
|
+$4.31M
|
+150,270
|
+7%
|
|
|
12
|
Baystate Wealth Management
Boston,
Massachusetts
|
$63.8M
|
-$27.6M
|
-961,090
|
-31%
|
|
|
13
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$62.5M
|
+$1.98M
|
+68,880
|
+3%
|
|
|
14
|
RFG Advisory
Birmingham,
Alabama
|
$60.7M
|
+$22.9M
|
+796,485
|
+66%
|
|
|
15
|
Linscomb Wealth
Houston,
Texas
|
$52.6M
|
+$49.6M
|
+1,726,405
|
+22,701%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$49.4M
|
+$7.36M
|
+256,270
|
+19%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$46.3M
|
-$115K
|
-3,995
|
-0.3%
|
|
|
18
|
McIlrath & Eck
Arlington,
Washington
|
$45.5M
|
-$405K
|
-14,100
|
-0.9%
|
|
|
19
|
D.A. Davidson & Co
Great Falls,
Montana
|
$43M
|
+$171K
|
+5,965
|
+0.4%
|
|
|
20
|
Relative Value Partners Group
|
$42.4M
|
+$1.86M
|
+64,615
|
+5%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$41.7M
|
+$94.5K
|
+3,290
|
+0.2%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$38.8M
|
-$4.05M
|
-140,975
|
-10%
|
|
|
23
|
Callan Capital
La Jolla,
California
|
$38.3M
|
-$1.35M
|
-46,985
|
-4%
|
|
|
24
|
Holt Capital Partners
Fort Worth,
Texas
|
$36.1M
|
-$666K
|
-23,200
|
-2%
|
|
|
25
|
Grimes & Company
Westborough,
Massachusetts
|
$31.6M
|
-$241K
|
-8,395
|
-0.8%
|
|
