|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$527M
|
+$36.5M
|
+1,078,915
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$357M
|
+$10.2M
|
+301,170
|
+3%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$255M
|
+$43.6M
|
+1,288,150
|
+21%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$210M
|
+$13.6M
|
+402,430
|
+7%
|
|
|
5
|
|
$203M
|
-$12.7M
|
-376,420
|
-6%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$201M
|
-$3.57M
|
-105,515
|
-2%
|
|
|
7
|
Waverly Advisors
Birmingham,
Alabama
|
$166M
|
+$2.3M
|
+68,020
|
+1%
|
|
|
8
|
RFG Advisory
Birmingham,
Alabama
|
$129M
|
+$14.2M
|
+420,625
|
+13%
|
|
|
9
|
|
$105M
|
+$30.6M
|
+904,455
|
+42%
|
|
|
10
|
Baystate Wealth Management
Boston,
Massachusetts
|
$97.7M
|
+$5.15M
|
+152,215
|
+6%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$79.5M
|
+$883K
|
+26,095
|
+1%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$73.6M
|
+$8.1M
|
+239,415
|
+13%
|
|
|
13
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$72M
|
+$3.09M
|
+91,350
|
+5%
|
|
|
14
|
Linscomb Wealth
Houston,
Texas
|
$70.8M
|
+$5.75M
|
+169,940
|
+9%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$66.5M
|
+$1.54M
|
+45,630
|
+2%
|
|
|
16
|
Relative Value Partners Group
|
$49.9M
|
+$173K
|
+5,115
|
+0.4%
|
|
|
17
|
D.A. Davidson & Co
Great Falls,
Montana
|
$49.5M
|
-$1.28M
|
-37,730
|
-3%
|
|
|
18
|
McIlrath & Eck
Arlington,
Washington
|
$49.5M
|
-$473K
|
-13,980
|
-1%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$43M
|
-$1.06M
|
-31,330
|
-2%
|
|
|
20
|
Holt Capital Partners
Fort Worth,
Texas
|
$39.7M
|
-$918K
|
-27,150
|
-2%
|
|
|
21
|
Callan Capital
La Jolla,
California
|
$38.1M
|
-$721K
|
-21,315
|
-2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34.5M
|
+$1.64M
|
+48,450
|
+5%
|
|
|
23
|
Grimes & Company
Westborough,
Massachusetts
|
$32.3M
|
-$824K
|
-24,370
|
-3%
|
|
|
24
|
Synovus Financial
Columbus,
Georgia
|
$31.6M
|
+$417K
|
+12,325
|
+1%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$31.3M
|
-$343K
|
-10,135
|
-1%
|
|
